Matthew Goff Investment Advisor, LLC
CIK 935359
13F filing for Q2 2026・No. 3,540
- Holdings
- US$592.62M
- Quarter change
- −US$7.24M
- Entries
- 91
- Net bought (estimate)
- −US$60.21M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 10
- Sold out 26
- Cut 46
- Added 10
- Corporate actions 0
- Unchanged 25
Largest holdings
91 stocks worth US$592.62M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Cut | 86,849 | US$43.46M | 7.33% |
| GOOGALPHABET INCCAP STK CL C | Cut | 116,769 | US$41.26M | 6.96% |
| MSFTMicrosoftCOM | Cut | 109,581 | US$40.88M | 6.90% |
| BNYBANK OF NY MELLON CORPCOM | Cut | 248,785 | US$35.98M | 6.07% |
| BACBANK OF AMER CORPCOM | Cut | 462,000 | US$26.32M | 4.44% |
| INTCINTEL CORPCOM | AddedSplit 1:2 | 166,004 | US$23.18M | 3.91% |
| VVISA INCCOM CL A | Cut | 65,687 | US$22.54M | 3.80% |
| ISHARES TR0-5YR HI YL CP | New | 482,367 | US$20.46M | 3.45% |
| ISHARES TRS&P 500 VAL ETF | Cut | 82,021 | US$18.62M | 3.14% |
| JPSTJ P MORGAN EXCHANGE TRADED FULTRA SHRT ETF | New | 342,661 | US$17.33M | 2.92% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 8, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.