Stock Taper

GOALVEST ADVISORY LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
American Tower CorporationAMT180$29.44K
Capital One Financial CorporationCOF189$37.92K
Cullen/Frost Bankers, Inc.CFR194$29.98K
Amgen Inc.AMGN195$70.61K
Biogen Inc.BIIB198$42.78K
Mid-America Apartment Communities, Inc.MAA199$27.65K
Phillips 66PSX200$33.81K
Viking Therapeutics, Inc.VKTX200$7.8K
L3Harris Technologies, Inc.LHX203$58.99K
Duke Energy CorporationDUK205$25.95K
Constellation Brands, Inc.STZ205$28.51K
Seagate Technology Holdings plcSTX206$198.79K
HCA Healthcare, Inc.HCA208$81.1K
MetLife, Inc.MET215$18.19K
SempraSRE220$20.4K
W. P. Carey Inc.WPC222$15.87K
Lowe's Companies, Inc.LOW224$49.39K
Caterpillar Inc.CAT225$239.6K
NXP Semiconductors N.V.NXPI225$63.23K
Select Water Solutions, Inc.WTTR231$4.62K