Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Matthew Goff Investment Advisor, LLC (CIK 935359) reported $599.9M across 106 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($42.8M, 7.13%), MSFT ($41.6M, 6.93%), GOOG ($34.2M, 5.70%), BK ($30.3M, 5.06%), BAC ($22.9M, 3.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $42.8M | 7.13% | 89,227 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $41.6M | 6.93% | 112,248 | Trimmed |
| 3 | GOOG | ALPHABET INC | $34.2M | 5.70% | 119,226 | Trimmed |
| 4 | BK | BANK NEW YORK MELLON CORP | $30.3M | 5.06% | 255,673 | Trimmed |
| 5 | BAC | BANK AMERICA CORP | $22.9M | 3.82% | 470,629 | Trimmed |
| 6 | V | VISA INC | $20.2M | 3.37% | 66,879 | Trimmed |
| 7 | EIRL | ISHARES TR | $18.6M | 3.11% | 440,261 | New |
| 8 | IVE | ISHARES TR | $17.6M | 2.93% | 83,202 | Trimmed |
| 9 | AXP | AMERICAN EXPRESS CO | $15.3M | 2.55% | 50,669 | Trimmed |
| 10 | BWZ | SPDR Series Trust Short-term H | $14.1M | 2.35% | 564,750 | New |
| 11 | MRK | MERCK & CO INC | $14.0M | 2.34% | 116,699 | Added |
| 12 | RTX | RTX CORPORATION | $14.0M | 2.33% | 72,344 | Added |
| 13 | RSPA | Invesco S&P 500 Equal Weight E | $13.7M | 2.28% | 71,302 | New |
| 14 | INTC | INTEL CORP | $13.0M | 2.17% | 295,071 | Trimmed |
| 15 | NVS | NOVARTIS AG | $12.9M | 2.15% | 84,606 | Trimmed |
| 16 | JEPI | J P MORGAN EXCHANGE TRADED F | $12.8M | 2.13% | 252,742 | New |
| 17 | ORCL | ORACLE CORP | $11.9M | 1.98% | 80,834 | Trimmed |
| 18 | GE | General Electric Co | $10.2M | 1.71% | 36,120 | New |
| 19 | PEP | PEPSICO INC | $10.1M | 1.69% | 65,327 | Added |
| 20 | VRP | Invesco Variable Preferred ETF | $9.7M | 1.62% | 404,841 | New |
| 21 | DIS | DISNEY WALT CO | $9.7M | 1.61% | 100,496 | Trimmed |
| 22 | BSJQ | Invesco BulletShares 2026 Corp | $9.5M | 1.58% | 486,104 | New |
| 23 | UL | Unilever PLC ADR | $9.4M | 1.57% | 165,660 | New |
| 24 | GEV | GE VERNOVA INC | $9.0M | 1.49% | 10,254 | Trimmed |
| 25 | IEMG | ISHARES INC | $8.8M | 1.47% | 126,446 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31