GOALVEST ADVISORY LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ORCL | 7K | $1.89M |
 | TJX | 7K | $959.75K |
 | MFC | 6K | $199.36K |
 | PL | 6K | $77.74K |
 | PGR | 6K | $1.46M |
 | ATO | 6K | $1.00M |
 | NEE | 6K | $418.52K |
 | COIN | 5K | $1.79M |
 | EVRG | 5K | $399.81K |
 | AVGO | 4K | $1.45M |
 | LMT | 4K | $1.88M |
 | SFL | 4K | $26.36K |
 | ABT | 3K | $435.57K |
 | CINGW | 3K | $162 |
 | CMI | 3K | $1.25M |
 | GS | 3K | $2.30M |
 | RGLD | 3K | $542.57K |
 | ITW | 3K | $701.97K |
 | BWXT | 3K | $477.52K |
 | BHP | 3K | $142.16K |
Oracle Corporation
ORCL
Shares Held
7K
Value
$1.89M
The TJX Companies, Inc.
TJX
Shares Held
7K
Value
$959.75K
Manulife Financial Corporation
MFC
Shares Held
6K
Value
$199.36K
Planet Labs PBC
PL
Shares Held
6K
Value
$77.74K
The Progressive Corporation
PGR
Shares Held
6K
Value
$1.46M
Atmos Energy Corporation
ATO
Shares Held
6K
Value
$1.00M
NextEra Energy, Inc.
NEE
Shares Held
6K
Value
$418.52K
Coinbase Global, Inc.
COIN
Shares Held
5K
Value
$1.79M
Evergy, Inc.
EVRG
Shares Held
5K
Value
$399.81K
Broadcom Inc.
AVGO
Shares Held
4K
Value
$1.45M
Lockheed Martin Corporation
LMT
Shares Held
4K
Value
$1.88M
SFL Corporation Ltd.
SFL
Shares Held
4K
Value
$26.36K
Abbott Laboratories
ABT
Shares Held
3K
Value
$435.57K
Cingulate Inc.
CINGW
Shares Held
3K
Value
$162
Cummins Inc.
CMI
Shares Held
3K
Value
$1.25M
The Goldman Sachs Group, Inc.
GS
Shares Held
3K
Value
$2.30M
Royal Gold, Inc.
RGLD
Shares Held
3K
Value
$542.57K
Illinois Tool Works Inc.
ITW
Shares Held
3K
Value
$701.97K
BWX Technologies, Inc.
BWXT
Shares Held
3K
Value
$477.52K
BHP Group Limited
BHP
Shares Held
3K
Value
$142.16K