Matthew Goff Investment Advisor, LLC

CIK: 0000935359Latest portfolio: $564.2M · Q4 2025

Holdings

87

Total Value

$564.2M

New Positions

8

Closed Positions

17

#StockSharesValue% PortfolioChangeType
1
MSFTMICROSOFT CORP
112,861$54.6M9.67%-3,019
2
BRK/BBERKSHIRE HATHAWAY INC DEL
90,112$45.3M8.03%-3,146
3
GOOGALPHABET INC
122,857$38.6M6.83%-2,557
4
BKBANK NEW YORK MELLON CORP
261,011$30.3M5.37%-11,949
5
BACBANK AMERICA CORP
476,902$26.2M4.65%-15,254
6
VVISA INC
67,851$23.8M4.22%-2,014
7
AXPAMERICAN EXPRESS CO
51,925$19.2M3.40%-1,878
8
SHYGISHARES TR
445,011$19.1M3.38%+49K
9
IVEISHARES TR
84,241$17.9M3.17%-477
10
ORCLORACLE CORP
81,186$15.8M2.80%-723
11
RSPINVESCO EXCHANGE TRADED FD T
72,944$14.0M2.48%-1,448
12
RTXRTX CORPORATION
72,227$13.2M2.35%-2,036
13
MRKMERCK & CO INC
116,367$12.2M2.17%-1,728
14
JPSTJ P MORGAN EXCHANGE TRADED F
238,607$12.1M2.14%+92K
15
NVSNNOVARTIS AG
85,855$11.8M2.10%-2,422
16
DISDISNEY WALT CO
101,112$11.5M2.04%-2,630
17
INTCINTEL CORP
303,552$11.2M1.99%-10,208
18
ULUNILEVER PLC
166,234$10.9M1.93%-25,377
19
SPLVINVESCO EXCH TRADED FD TR II
417,234$10.2M1.80%NEW
20
PEPPEPSICO INC
64,681$9.3M1.65%-1,334
21
BSCQINVESCO EXCH TRD SLF IDX FD
461,925$9.0M1.60%+83K
22
SRLNSSGA ACTIVE ETF TR
218,611$9.0M1.60%-6,786
23
BKLNINVESCO EXCH TRADED FD TR II
420,692$8.8M1.57%+92K
24
IEMGISHARES INC
126,637$8.5M1.51%-1,409
25
XLFSELECT SECTOR SPDR TR
133,289$7.3M1.29%-8,457

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
JPST239K+92K
BKLN421K+92K
BSCQ462K+83K
SHYG445K+49K
XLK8K+4K
USRT19K+3K
XLFI7K+2K
OXY9K+1
EMXC97K+-4441

Decreased Positions

NameSharesChange
UL166K-25377
BSCS76K-16812
BAC477K-15254
BK261K-11949
INTC304K-10208
XLF133K-8457
SRLN219K-6786
ITOT46K-3259
BRK/B90K-3146
MSFT113K-3019

Sector Breakdown

Financial Services0.0% ($3.0300262292379517e+152T)
Technology0.0% ($5.458115824112017e+27T)
Energy0.0% ($25691130888766624.0T)
Unknown0.0% ($45294118362236.5T)
Healthcare0.0% ($122484739393.2T)
Consumer Defensive0.0% ($1087192825.6T)
Industrials0.0% ($132465803.4T)
Communication Services0.0% ($38552115.0T)
Consumer Cyclical0.0% ($2.3B)
Utilities0.0% ($6.9M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 14, 2026$564.2M87
Q3 2025Oct 15, 2025$585.1B96
Q2 2025Jul 11, 2025$540.6B96
Q1 2025Apr 21, 2025$542.1B104

Fund Information

CIK0000935359
Most Recent FilingJan 14, 2026
Number of Filings4

Matthew Goff Investment Advisor, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $564.2M across 87 holdings. The largest position is MICROSOFT CORP (MSFT), representing 9.7% of the portfolio. Compared to the previous quarter, the fund opened 8 new positions and closed 17 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.