Stock Taper 
GOALVEST ADVISORY LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Evergy, Inc. | EVRG | 6.29K | $543.67K |
 AbbVie Inc. | ABBV | 6.58K | $1.66M |
 Chevron Corporation | CVX | 6.59K | $1.09M |
 Digital Realty Trust, Inc. | DLR | 7K | $1.26M |
 GE Aerospace | GE | 7.17K | $2.68M |
 Philip Morris International Inc. | PM | 7.33K | $1.33M |
 DTE Energy Company | DTE | 8.02K | $1.22M |
 Teradyne, Inc. | TER | 8.24K | $3.98M |
 PepsiCo, Inc. | PEP | 8.81K | $1.19M |
 Visa Inc. | V | 8.85K | $3.04M |
 Berkshire Hathaway Inc. | BRK-B | 9.11K | $4.56M |
 The Procter & Gamble Company | PG | 9.3K | $1.36M |
 Plains All American Pipeline, L.P. | PAA | 9.4K | $209.22K |
 JPMorgan Chase & Co. | JPM | 9.66K | $3.16M |
 Johnson & Johnson | JNJ | 10.48K | $2.66M |
 Microsoft Corporation | MSFT | 12.36K | $4.61M |
 The Southern Company | SO | 12.87K | $1.23M |
 Merck & Co., Inc. | MRK | 13.38K | $1.72M |
 Apple Inc. | AAPL | 13.58K | $3.93M |
 Rithm Capital Corp. | RITM | 14.25K | $133.84K |