Goodman Advisory Group, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1864123
Institutional-grade research for retail investors
13F Reported Value
ⓘ$385.4M
Holdings
184
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Goodman Advisory Group, LLC disclosed 184 positions worth $385.4M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 27 new positions and exited 26 — including a new stake in $MSCI and a full exit from $NOW. The portfolio is most concentrated in Other (50.9% of disclosed assets). All figures are sourced directly from Goodman Advisory Group, LLC’s Form 13F-HR filing with the SEC under CIK 1864123.
AI Fund Analysis
StableSTATE STREET
12.4% weight
Held 4 quarters
STATE STREET
6.0% weight
Held 9 quarters
$NVDA3.4% weight
Held 9 quarters
$GOOG3.1% weight
Held 9 quarters
$TSM2.6% weight
Held 9 quarters
$FTNT3 quarters accumulating
$MA3 quarters accumulating
$AAPL2 quarters accumulating
STATE STREET
2 quarters accumulating
VANECK MORNINGSTAR
2 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
STATE STREET
—Quality
$47.9M522,882 shSTATE STREET
—Quality
$23.1M301,363 shJPMORGAN US
—Quality
$18.4M376,094 sh- —
Quality
$18.4M386,316 sh STATE STREET
—Quality
$18.3M322,865 sh- 90.2
Quality
$13.1M75,354 sh - 80.2
Quality
$11.9M41,397 sh ISHARES TR
—Quality
$11.0M383,273 sh- $10.1M29,979 sh
- 76.1
Quality
$9.6M37,820 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| STATE STREET | — | $47.9M | 522,882 |
| STATE STREET | — | $23.1M | 301,363 |
| JPMORGAN US | — | $18.4M | 376,094 |
 Invesco Ltd.$IVZ | — | $18.4M | 386,316 |
| STATE STREET | — | $18.3M | 322,865 |
| NVIDIA CORP$NVDA | 90.2 | $13.1M | 75,354 |
| Alphabet Inc.$GOOG | 80.2 | $11.9M | 41,397 |
| ISHARES TR | — | $11.0M | 383,273 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $10.1M | 29,979 |
| Apple Inc.$AAPL | 76.1 | $9.6M | 37,820 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Goodman Advisory Group, LLC's 184 positions.
Showing top 10 of 184 holdings.
Sector Allocation
Other
$196.2M
Technology
$96.9M
Financials
$51.7M
Healthcare
$12.5M
Consumer Discretionary
$12.3M
Industrials
$9.5M
Energy
$3.5M
Consumer Staples
$2.2M
Full Holdings — Goodman Advisory Group, LLC (Q1 2026)
All 184 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | STATE STREET | $47.9M | 12.4% | -3% | — |
| 2 | — | STATE STREET | $23.1M | 6.0% | -3% | — |
| 3 | — | JPMORGAN US | $18.4M | 4.8% | -6% | — |
| 4 | $IVZ | Invesco Ltd. | $18.4M | 4.8% | -8% | — |
| 5 | — | STATE STREET | $18.3M | 4.7% | -6% | — |
| 6 | $NVDA | NVIDIA CORP | $13.1M | 3.4% | +1% | 90.2 |
| 7 | $GOOG | Alphabet Inc. | $11.9M | 3.1% | -3% | 80.2 |
| 8 | — | ISHARES TR | $11.0M | 2.9% | -2% | — |
| 9 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $10.1M | 2.6% | -13% | — |
| 10 | $AAPL | Apple Inc. | $9.6M | 2.5% | +8% | 76.1 |
| 11 | — | STATE STREET | $9.6M | 2.5% | -1% | — |
| 12 | — | ISHARES 7-10YR | $9.5M | 2.5% | -3% | — |
| 13 | — | ISHARES U S | $8.9M | 2.3% | -3% | — |
| 14 |  $MSFT | MICROSOFT CORP | $8.5M | 2.2% | -8% | 83.7 |
| 15 |  $CBOE | Cboe Global Markets, Inc. | $8.5M | 2.2% | -24% | 81.2 |
| 16 | — | MOTLEY FOOL | $8.3M | 2.1% | -2% | — |
| 17 |  $RPRX | Royalty Pharma plc | $8.0M | 2.1% | -41% | — |
| 18 |  $AMZN | AMAZON COM INC | $7.2M | 1.9% | +5% | 74.6 |
| 19 | — | XTRACKERS MUNI | $6.7M | 1.8% | +12% | — |
| 20 | — | VANGUARD MUNICIPAL | $6.6M | 1.7% | -1% | — |
| 21 | — | PIMCO EHNANCED | $6.5M | 1.7% | -3% | — |
| 22 | — | ISHARES 10-20YR | $6.4M | 1.7% | -4% | — |
| 23 |  $USB | US BANCORP DE | $6.4M | 1.6% | -31% | 71.4 |
| 24 |  $AVGO | Broadcom Inc. | $6.1M | 1.6% | -3% | 86.4 |
| 25 | $IVZ | Invesco Ltd. | $5.6M | 1.5% | -24% | — |
| 26 |  $PANW | Palo Alto Networks Inc | $5.6M | 1.4% | +29% | 66.5 |
| 27 |  $VEEV | VEEVA SYSTEMS INC | $5.4M | 1.4% | -1% | 77.8 |
| 28 |  $MSCI | MSCI Inc. | $5.3M | 1.4% | NEW | 77.6 |
| 29 | — | VANGUARD GROWTH | $4.9M | 1.3% | -39% | — |
| 30 |  $ANET | Arista Networks, Inc. | $4.6M | 1.2% | NEW | 86 |
| 31 |  $META | Meta Platforms, Inc. | $4.0M | 1.0% | -32% | 80.9 |
| 32 |  $FANG | Diamondback Energy, Inc. | $3.1M | 0.8% | NEW | 81.4 |
| 33 |  $FER | Ferrovial N.V. | $2.8M | 0.7% | NEW | — |
| 34 | $FTNT | Fortinet, Inc. | $2.7M | 0.7% | +59% | 78.1 |
| 35 |  $APH | AMPHENOL CORP /DE/ | $2.7M | 0.7% | -27% | 80.5 |
| 36 |  $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $2.4M | 0.6% | -48% | — |
| 37 |  $GIL | Gildan Activewear Inc. | $2.4M | 0.6% | NEW | — |
| 38 |  $ALLE | Allegion plc | $2.3M | 0.6% | NEW | — |
| 39 |  $SNPS | SYNOPSYS INC | $2.2M | 0.6% | NEW | 63.1 |
| 40 |  $MSI | Motorola Solutions, Inc. | $2.2M | 0.6% | NEW | 73.8 |
| 41 |  $MCK | MCKESSON CORP | $2.1M | 0.6% | NEW | 63.7 |
| 42 |  $V | VISA INC. | $2.1M | 0.5% | -36% | 83.5 |
| 43 |  $TXN | TEXAS INSTRUMENTS INC | $2.0M | 0.5% | NEW | 70.4 |
| 44 |  $PODD | INSULET CORP | $1.8M | 0.5% | +31% | 70.4 |
| 45 |  $LRCX | LAM RESEARCH CORP | $1.7M | 0.4% | -1% | 82.4 |
| 46 |  $IQV | IQVIA HOLDINGS INC. | $1.5M | 0.4% | NEW | 59.7 |
| 47 | — | STATE STREET | $1.5M | 0.4% | -5% | — |
| 48 |  $HUBB | HUBBELL INC | $1.5M | 0.4% | NEW | 68.7 |
| 49 |  $BKNG | Booking Holdings Inc. | $1.5M | 0.4% | -57% | 55.3 |
| 50 | — | PIMCO 25 | $1.5M | 0.4% | -4% | — |
| 51 |  $TDG | TransDigm Group INC | $1.4M | 0.4% | -59% | 75.4 |
| 52 | — | JOHN HANCOCK | $1.2M | 0.3% | -16% | — |
| 53 |  $MU | MICRON TECHNOLOGY INC | $1.0M | 0.3% | +0% | 88.4 |
| 54 | $IVZ | Invesco Ltd. | $1.0M | 0.3% | +2% | — |
| 55 |  $ABNB | Airbnb, Inc. | $997,360 | 0.3% | NEW | 70.1 |
| 56 | — | JPMORGAN BETABUILDERS | $868,421 | 0.2% | +59% | — |
| 57 | — | STATE STREET | $724,606 | 0.2% | +6% | — |
| 58 |  $CSCO | CISCO SYSTEMS, INC. | $700,561 | 0.2% | +5651% | 72.3 |
| 59 | — | ISHARES NATIONAL | $650,914 | 0.2% | +0% | — |
| 60 | $MA | Mastercard Inc | $647,058 | 0.2% | +12% | 81.7 |
| 61 | — | STATE STREET | $605,020 | 0.2% | +38% | — |
| 62 |  $GOOGL | Alphabet Inc. | $566,548 | 0.1% | -2% | 80.2 |
| 63 | — | STATE STREET | $565,204 | 0.1% | +3% | — |
| 64 | — | ISHARES GLOBAL | $534,042 | 0.1% | NEW | — |
| 65 |  $HEI | HEICO CORP | $529,755 | 0.1% | NEW | 79.2 |
| 66 | — | ISHARES TECHNOLOGY | $509,608 | 0.1% | NEW | — |
| 67 |  $DXCM | DEXCOM INC | $473,765 | 0.1% | -61% | 77.9 |
| 68 |  $LLY | ELI LILLY & Co | $423,094 | 0.1% | +0% | 89.3 |
| 69 |  $COST | COSTCO WHOLESALE CORP /NEW | $417,504 | 0.1% | +0% | 67 |
| 70 |  $ETN | Eaton Corp plc | $412,751 | 0.1% | NEW | — |
| 71 |  $SPGI | S&P Global Inc. | $346,227 | 0.1% | +301% | 79.4 |
| 72 |  $MELI | MERCADOLIBRE INC | $287,017 | 0.1% | -37% | 77.5 |
| 73 |  $EQX | Equinox Gold Corp. | $267,438 | 0.1% | +0% | — |
| 74 |  $XOM | EXXON MOBIL CORP | $262,973 | 0.1% | +61% | 61.8 |
| 75 |  $AME | AMETEK INC/ | $249,944 | 0.1% | +0% | 74.2 |
| 76 | — | VANGUARD LARGE | $232,206 | 0.1% | +0% | — |
| 77 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $209,505 | 0.1% | NEW | 66.5 |
| 78 |  $KTB | Kontoor Brands, Inc. | $204,473 | 0.1% | NEW | 58.8 |
| 79 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $180,060 | 0.1% | NEW | 74.4 |
| 80 | — | VANECK MORNINGSTAR | $166,906 | 0.0% | +2476% | — |
| 81 |  $SPY | SPDR S&P 500 ETF TRUST | $165,186 | 0.0% | -16% | — |
| 82 |  $AMD | ADVANCED MICRO DEVICES INC | $165,184 | 0.0% | +1524% | 78.8 |
| 83 |  $AON | Aon plc | $160,099 | 0.0% | +0% | — |
| 84 | — | ISHARES U S | $152,064 | 0.0% | +0% | — |
| 85 | $IVZ | Invesco Ltd. | $146,272 | 0.0% | NEW | — |
| 86 | — | ISHARES INTEREST | $145,830 | 0.0% | -5% | — |
| 87 | — | ISHARES S&P | $142,293 | 0.0% | -41% | — |
| 88 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $138,875 | 0.0% | -18% | 76.6 |
| 89 | — | PIMCO ACTIVE | $134,727 | 0.0% | -5% | — |
| 90 | $IVZ | Invesco Ltd. | $134,168 | 0.0% | -5% | — |
| 91 |  $TJX | TJX COMPANIES INC /DE/ | $134,148 | 0.0% | +0% | 70.7 |
| 92 |  $ACN | Accenture plc | $128,888 | 0.0% | +0% | — |
| 93 |  $CME | CME GROUP INC. | $126,707 | 0.0% | +175% | 74.5 |
| 94 |  $BRK.B | BERKSHIRE HATHAWAY INC | $123,154 | 0.0% | -77% | 64.5 |
| 95 | — | VANECK SEMICONDUCTOR | $121,916 | 0.0% | +8% | — |
| 96 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $119,027 | 0.0% | NEW | 70.9 |
| 97 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $117,458 | 0.0% | +0% | 70.8 |
| 98 |  $MRVL | Marvell Technology, Inc. | $104,302 | 0.0% | NEW | 77.3 |
| 99 |  $CVX | CHEVRON CORP | $103,243 | 0.0% | +0% | 54.7 |
| 100 |  $MUSA | Murphy USA Inc. | $99,288 | 0.0% | +0% | 53.2 |
| 101 | — | VANGUARD S&P | $86,048 | 0.0% | -4% | — |
| 102 |  $WTW | WILLIS TOWERS WATSON PLC | $85,175 | 0.0% | -5% | — |
| 103 | — | STATE STREET | $83,224 | 0.0% | -67% | — |
| 104 |  $TEL | TE Connectivity plc | $80,682 | 0.0% | +20% | — |
| 105 |  $DHR | DANAHER CORP /DE/ | $73,565 | 0.0% | -7% | 63.9 |
| 106 | $IVZ | Invesco Ltd. | $73,317 | 0.0% | +762% | — |
| 107 |  $RTX | RTX Corp | $66,743 | 0.0% | +17% | 70 |
| 108 |  $WSM | WILLIAMS SONOMA INC | $64,909 | 0.0% | -69% | 65 |
| 109 |  $GLW | CORNING INC /NY | $62,819 | 0.0% | +3% | 72.7 |
| 110 |  $NFLX | NETFLIX INC | $59,613 | 0.0% | +0% | 86.7 |
| 111 | — | ISHARES MORNINGSTAR | $59,100 | 0.0% | -75% | — |
| 112 |  $OTTR | Otter Tail Corp | $58,543 | 0.0% | +0% | 55.2 |
| 113 |  $PCT | PureCycle Technologies, Inc. | $57,350 | 0.0% | +0% | 26.6 |
| 114 |  $NXPI | NXP Semiconductors N.V. | $55,908 | 0.0% | -27% | — |
| 115 |  $PG | PROCTER & GAMBLE Co | $50,699 | 0.0% | +0% | 72.9 |
| 116 |  $HD | HOME DEPOT, INC. | $49,991 | 0.0% | +0% | 69.2 |
| 117 |  $ABBV | AbbVie Inc. | $44,585 | 0.0% | +0% | 59.3 |
| 118 | — | ISHARES GLOBAL | $39,513 | 0.0% | NEW | — |
| 119 |  $T | AT&T INC. | $39,368 | 0.0% | +0% | 71.9 |
| 120 | — | JPMORGAN | $36,393 | 0.0% | +0% | — |
| 121 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $34,407 | 0.0% | -79% | 63.7 |
| 122 |  $JNJ | JOHNSON & JOHNSON | $31,533 | 0.0% | +0% | 72.8 |
| 123 | — | STATE STREET | $30,642 | 0.0% | -26% | — |
| 124 |  $SYK | STRYKER CORP | $27,930 | 0.0% | +0% | 69.8 |
| 125 |  $JPM | JPMORGAN CHASE & CO | $27,357 | 0.0% | +0% | 35.6 |
| 126 | $IVZ | Invesco Ltd. | $26,724 | 0.0% | +0% | — |
| 127 | — | FIDELITY ENHANCED | $24,593 | 0.0% | -94% | — |
| 128 |  $CL | COLGATE PALMOLIVE CO | $23,864 | 0.0% | +0% | 72.4 |
| 129 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $23,664 | 0.0% | +0% | — |
| 130 |  $ADSK | Autodesk, Inc. | $22,504 | 0.0% | -38% | 76.4 |
| 131 |  $AMG | AFFILIATED MANAGERS GROUP, INC. | $22,413 | 0.0% | +0% | 60.3 |
| 132 |  $FISV | FISERV INC | $22,041 | 0.0% | +0% | 67.4 |
| 133 |  $VZ | VERIZON COMMUNICATIONS INC | $21,837 | 0.0% | +0% | 71.6 |
| 134 | — | STATE STREET | $20,240 | 0.0% | -25% | — |
| 135 | — | GOLDMAN SACHS | $19,642 | 0.0% | -63% | — |
| 136 | $IVZ | Invesco Ltd. | $18,616 | 0.0% | -48% | — |
| 137 |  $PFE | PFIZER INC | $17,241 | 0.0% | +0% | 69 |
| 138 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $16,565 | 0.0% | +0% | 67.3 |
| 139 |  $OMC | OMNICOM GROUP INC. | $15,966 | 0.0% | +0% | 60.5 |
| 140 |  $JCI | Johnson Controls International plc | $14,928 | 0.0% | +0% | — |
| 141 |  $SAN | Banco Santander, S.A. | $14,563 | 0.0% | NEW | — |
| 142 |  $DDOG | Datadog, Inc. | $12,867 | 0.0% | +27% | 62.9 |
| 143 |  $VLTO | Veralto Corp | $12,202 | 0.0% | -50% | 74.4 |
| 144 |  $HUBS | HUBSPOT INC | $11,961 | 0.0% | +0% | 58.1 |
| 145 | $IVZ | Invesco Ltd. | $9,216 | 0.0% | -50% | — |
| 146 |  $RGTI | Rigetti Computing, Inc. | $9,112 | 0.0% | +23% | 8.1 |
| 147 |  $BMY | BRISTOL MYERS SQUIBB CO | $8,673 | 0.0% | -78% | 70.1 |
| 148 |  $GE | GENERAL ELECTRIC CO | $8,526 | 0.0% | +0% | 74.8 |
| 149 |  $BLK | BlackRock, Inc. | $7,694 | 0.0% | +0% | 70.3 |
| 150 |  $HON | HONEYWELL INTERNATIONAL INC | $7,007 | 0.0% | +0% | 65.7 |
| 151 |  $PEP | PEPSICO INC | $6,833 | 0.0% | +0% | 62.7 |
| 152 |  $INOD | INNODATA INC | $6,604 | 0.0% | +0% | 70.6 |
| 153 |  $GEV | GE Vernova Inc. | $6,116 | 0.0% | +0% | 70.1 |
| 154 |  $INTC | INTEL CORP | $5,958 | 0.0% | +0% | 41.5 |
| 155 |  $IONQ | IonQ, Inc. | $5,189 | 0.0% | +80% | 32.8 |
| 156 |  $ADP | AUTOMATIC DATA PROCESSING INC | $5,080 | 0.0% | +0% | 77.9 |
| 157 |  $QBTS | D-Wave Quantum Inc. | $4,906 | 0.0% | +0% | 24.7 |
| 158 |  $UNH | UNITEDHEALTH GROUP INC | $4,871 | 0.0% | +0% | 66.8 |
| 159 | $IVZ | Invesco Ltd. | $4,562 | 0.0% | +70% | — |
| 160 |  $KLAC | KLA CORP | $4,417 | 0.0% | NEW | 84.4 |
| 161 | — | ISHARES SEMICONDUCTOR | $4,272 | 0.0% | +0% | — |
| 162 |  $MDLZ | Mondelez International, Inc. | $4,208 | 0.0% | +0% | 53.9 |
| 163 |  $RDDT | Reddit, Inc. | $4,040 | 0.0% | +0% | 79.3 |
| 164 |  $OWL | BLUE OWL CAPITAL INC. | $3,880 | 0.0% | NEW | 59.4 |
| 165 |  $VRT | Vertiv Holdings Co | $3,759 | 0.0% | +0% | 82.7 |
| 166 |  $NEM | NEWMONT Corp /DE/ | $2,706 | 0.0% | +0% | 88.3 |
| 167 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2,666 | 0.0% | +0% | 66.7 |
| 168 |  $ONDS | Ondas Inc. | $2,260 | 0.0% | NEW | 31.8 |
| 169 |  $HPE | Hewlett Packard Enterprise Co | $2,119 | 0.0% | +0% | 52.5 |
| 170 |  $NKE | NIKE, Inc. | $2,113 | 0.0% | +0% | 53.4 |
| 171 |  $COIN | Coinbase Global, Inc. | $2,095 | 0.0% | NEW | 68 |
| 172 |  $EL | ESTEE LAUDER COMPANIES INC | $1,794 | 0.0% | +0% | 52.5 |
| 173 |  $ACHR | Archer Aviation Inc. | $1,453 | 0.0% | +0% | 25 |
| 174 |  $VLY | VALLEY NATIONAL BANCORP | $1,228 | 0.0% | +0% | — |
| 175 |  $DKNG | DraftKings Inc. | $1,081 | 0.0% | +0% | 54 |
| 176 |  $VTRS | Viatris Inc | $1,027 | 0.0% | +0% | 47.1 |
| 177 | — | STATE STREET | $872 | 0.0% | -88% | — |
| 178 | — | STATE STREET | $766 | 0.0% | +0% | — |
| 179 |  $GEHC | GE HealthCare Technologies Inc. | $712 | 0.0% | +0% | 58.2 |
| 180 |  $TOST | Toast, Inc. | $689 | 0.0% | +0% | 69.5 |
| 181 |  $SOLS | Solstice Advanced Materials Inc. | $533 | 0.0% | +0% | — |
| 182 |  $SNY | Sanofi | $482 | 0.0% | +0% | — |
| 183 | — | INVESCO S&P | $118 | 0.0% | +0% | — |
| 184 | — | FIDELITY ENHANCED | $0 | 0.0% | -100% | — |
New Positions (27)
$MSCI MSCI Inc.$5.3M$FANG Diamondback Energy, Inc.$3.1M$FER Ferrovial N.V.$2.8M$GIL Gildan Activewear Inc.$2.4M$ALLE Allegion plc$2.3M$SNPS SYNOPSYS INC$2.2M$MSI Motorola Solutions, Inc.$2.2M$MCK MCKESSON CORP$2.1M$TXN TEXAS INSTRUMENTS INC$2.0M$IQV IQVIA HOLDINGS INC.$1.5M$HUBB HUBBELL INC$1.5M$ABNB Airbnb, Inc.$997,360 ISHARES GLOBAL$534,042
$HEI HEICO CORP$529,755 ISHARES TECHNOLOGY$509,608
Exited Positions (26)
$NOW ServiceNow, Inc.
$SHOP SHOPIFY INC.
$MANH MANHATTAN ASSOCIATES INC
$PH Parker-Hannifin Corp
$TYL TYLER TECHNOLOGIES INC
$TW Tradeweb Markets Inc.
$PAYX PAYCHEX INC
$CRM Salesforce, Inc.
$EW Edwards Lifesciences Corp
$__PARK_1390777 Bank of New York Mellon Corp
$ADBE ADOBE INC.
$ICE Intercontinental Exchange, Inc. DIREXION NASDAQ
$ALRM Alarm.com Holdings, Inc.
$BX Blackstone Inc.Browse Top Institutional Investors
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