GOALVEST ADVISORY LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UBER | 500 | $48.98K |
 | USB | 495 | $23.92K |
 | NXPI | 480 | $109.31K |
 | BA | 466 | $100.58K |
 | APH | 450 | $55.69K |
 | FE | 445 | $20.39K |
 | CME | 439 | $118.61K |
 | AMD | 430 | $69.57K |
 | TT | 430 | $181.44K |
 | EOG | 420 | $47.09K |
 | PWR | 415 | $171.98K |
 | CINF | 410 | $64.82K |
 | SHOP | 397 | $59.00K |
 | COST | 394 | $364.70K |
 | GBDC | 392 | $5.37K |
 | WEN | 365 | $3.34K |
 | PEG | 360 | $30.05K |
 | SNPS | 355 | $175.15K |
 | ETR | 350 | $32.62K |
 | PKG | 350 | $76.28K |
Uber Technologies, Inc.
UBER
Shares Held
500
Value
$48.98K
U.S. Bancorp
USB
Shares Held
495
Value
$23.92K
NXP Semiconductors N.V.
NXPI
Shares Held
480
Value
$109.31K
The Boeing Company
BA
Shares Held
466
Value
$100.58K
Amphenol Corporation
APH
Shares Held
450
Value
$55.69K
FirstEnergy Corp.
FE
Shares Held
445
Value
$20.39K
CME Group Inc.
CME
Shares Held
439
Value
$118.61K
Advanced Micro Devices, Inc.
AMD
Shares Held
430
Value
$69.57K
Trane Technologies plc
TT
Shares Held
430
Value
$181.44K
EOG Resources, Inc.
EOG
Shares Held
420
Value
$47.09K
Quanta Services, Inc.
PWR
Shares Held
415
Value
$171.98K
Cincinnati Financial Corporation
CINF
Shares Held
410
Value
$64.82K
Shopify Inc.
SHOP
Shares Held
397
Value
$59.00K
Costco Wholesale Corporation
COST
Shares Held
394
Value
$364.70K
Golub Capital BDC, Inc.
GBDC
Shares Held
392
Value
$5.37K
The Wendy's Company
WEN
Shares Held
365
Value
$3.34K
Public Service Enterprise Group Incorporated
PEG
Shares Held
360
Value
$30.05K
Synopsys, Inc.
SNPS
Shares Held
355
Value
$175.15K
Entergy Corporation
ETR
Shares Held
350
Value
$32.62K
Packaging Corporation of America
PKG
Shares Held
350
Value
$76.28K