Matthew Goff Investment Advisor, LLC
Filing Date
Global Rank
#2,864
/ 8,232
▲ 174
Top Industry
Banks - Diversified
16.1%
3Y Alpha vs SPY
-1.1%
Period ended 2 months ago
Filed Apr 17, 2026 · 58d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+71.4%
SPY
+76.3%
Annualised alpha
-1.1%
Max drawdown
−14.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
53 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
12.3%
−3.3 pts
Top 5
45.4%
−6.3 pts
Top 10
65.3%
−7.1 pts
HHI
595
Diversified−134
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 39.0% | $135,711,677 |
| Technology | 23.7% | $82,462,369 |
| Industrials | 11.5% | $40,055,415 |
| Healthcare | 11.3% | $39,142,700 |
| Consumer Defensive | 7.5% | $26,263,227 |
| Communication Services | 3.1% | $10,742,299 |
| Energy | 2.8% | $9,656,891 |
| Consumer Cyclical | 0.6% | $1,952,873 |
| Unclassified | 0.6% | $1,945,543 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XOM | Exxon Mobil Corp | +2,672 | 24,022 | $4,075,572 | |
| AVGO | Broadcom Inc. | +1,280 | 16,126 | $4,991,158 | |
| PEP | Pepsico Inc | +646 | 65,327 | $10,144,629 | |
| LLY | ELI LILLY & Co | +377 | 1,930 | $1,775,156 | |
| MRK | Merck & Co., Inc. | +332 | 116,699 | $14,037,722 | |
| MS | Morgan Stanley | +298 | 2,316 | $381,144 | |
| ADP | Automatic Data Processing Inc | +193 | 1,200 | $243,816 | |
| MCD | Mcdonalds Corp | +169 | 1,980 | $615,364 | |
| GOOGL | Alphabet Inc. | +160 | 3,674 | $1,056,495 | |
| PG | PROCTER & GAMBLE Co | +138 | 38,993 | $5,632,148 | |
| JNJ | Johnson & Johnson | +132 | 23,033 | $5,630,186 | |
| RTX | RTX Corp | +117 | 72,344 | $13,955,157 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
24 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| INTC | Intel Corp | −8,481 | 295,071 | $13,021,483 | |
| BAC | Bank Of America Corp /De/ | −6,273 | 470,629 | $22,943,163 | |
| BNY | Bank of New York Mellon Corp | −5,338 | 255,673 | $30,330,487 | |
| AMZN | Amazon Com Inc | −3,720 | 6,422 | $1,337,509 | |
| AXP | American Express Co | −1,256 | 50,669 | $15,326,359 | |
| NVS | Novartis AG | −1,249 | 84,606 | $12,923,566 | |
| V | Visa Inc. | −972 | 66,879 | $20,213,508 | |
| BRK-B | Berkshire Hathaway Inc | −885 | 89,227 | $42,757,578 | |
| MICC | Magnum Ice Cream Co N.V. | −833 | 36,285 | $542,460 | |
| DIS | Walt Disney Co | −616 | 100,496 | $9,685,804 | |
| MSFT | Microsoft Corp | −613 | 112,248 | $41,550,842 | |
| C | Citigroup Inc | −522 | 18,640 | $2,113,962 | |
| GEHC | GE HealthCare Technologies Inc. | −452 | 15,699 | $1,117,454 | |
| KO | Coca Cola Co | −431 | 6,658 | $506,340 | |
| ABBV | AbbVie Inc. | −390 | 16,822 | $3,658,616 | |
| ORCL | Oracle Corp | −352 | 80,834 | $11,891,489 | |
| UNP | Union Pacific Corp | −338 | 24,749 | $6,004,602 | |
| COP | Conocophillips | −313 | 9,182 | $1,212,024 | |
| GEV | GE Vernova Inc. | −300 | 10,254 | $8,950,716 | |
| MMM | 3M Co | −250 | 1,992 | $289,298 | |
| OXY | Occidental Petroleum Corp /De/ | −250 | 8,700 | $565,500 | |
| CSCO | Cisco Systems, Inc. | −163 | 79,259 | $6,149,705 | |
| AAPL | Apple Inc. | −76 | 6,228 | $1,580,604 | |
| ADSK | Autodesk, Inc. | −15 | 1,129 | $270,282 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
11 positions ·
$82,462,369 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Reduced | 112,248 | $41,550,842 | 50.39% | |
| INTC |
Intel Corp
Technology
|
Reduced | 295,071 | $13,021,483 | 15.79% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 80,834 | $11,891,489 | 14.42% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 79,259 | $6,149,705 | 7.46% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 16,126 | $4,991,158 | 6.05% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 12,023 | $2,096,811 | 2.54% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 6,228 | $1,580,604 | 1.92% | |
| LAW |
CS Disco, Inc.
Technology
|
Held | 107,019 | $408,812 | 0.50% | |
| ADSK |
Autodesk, Inc.
Technology
|
Reduced | 1,129 | $270,282 | 0.33% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 753 | $257,367 | 0.31% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 1,200 | $243,816 | 0.30% |