Matthew Goff Investment Advisor, LLC: 13F holdings

CIK 9353592026Q2

Positions91
Reported value$592.6m
Filed2026-07-08

Change since last quarter

Positions91 (-16 vs prior quarter)
Reported value$592.6m (-1.2%)

Top 10 holdings

SecuritySharesValueWeight
BRK-B BERKSHIRE HATHAWAY INC DEL86,849$43.5m7.3%
GOOG ALPHABET INC116,769$41.3m7.0%
MSFT MICROSOFT CORP109,581$40.9m6.9%
BNY BANK OF NY MELLON CORP248,785$36.0m6.1%
BAC BANK OF AMER CORP462,000$26.3m4.4%
INTC INTEL CORP166,004$23.2m3.9%
V VISA INC65,687$22.5m3.8%
SHYG ISHARES TR482,367$20.5m3.5%
IVE ISHARES TR82,021$18.6m3.1%
JPST J P MORGAN EXCHANGE TRADED F342,661$17.3m2.9%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="935359")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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