1y return+16.2%S&P 500 +20.9%
3y return+49.7%S&P 500 +68.5%
5y return+52.6%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2017: $239 against $317 in the S&P 500.2
Matthew Goff Investment Advisor, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BRK/BBerkshire Hathaway Inc Del | $43.5M | 7.3% | −2.7% |
| GOOGAlphabet Inc | $41.3M | 7.0% | −2.1% |
| MSFTMicrosoft Corp | $40.9M | 6.9% | −2.4% |
| BNYBank Of Ny Mellon Corp | $36.0M | 6.1% | −2.7% |
| BACBank Of Amer Corp | $26.3M | 4.4% | −1.8% |
| INTCIntel Corp | $23.2M | 3.9% | −43.7% |
| VVisa Inc | $22.5M | 3.8% | −1.8% |
| SHYGIshares Tr | $20.5M | 3.5% | New |
| IVEIshares Tr | $18.6M | 3.1% | −1.4% |
| JPSTJ P Morgan Exchange Traded F | $17.3M | 2.9% | New |
| AXPAmerican Express Co | $16.7M | 2.8% | −2.6% |
| RSPInvesco Exchange Traded Fd T | $15.0M | 2.5% | New |
| MRKMerck & Co Inc | $14.8M | 2.5% | −1.3% |
| RTXRtx Corporation | $13.5M | 2.3% | −1.3% |
| NVSNovartis Ag | $13.0M | 2.2% | −1.9% |
| GEVGe Vernova Inc | $11.8M | 2.0% | −2.3% |
| ORCLOracle Corp | $11.5M | 1.9% | −2.6% |
| IEMGIshares Inc | $10.1M | 1.7% | −3.1% |
| EMXCIshares Inc | $9.8M | 1.7% | |
| VRPInvesco Exch Traded Fd Tr II | $9.6M | 1.6% | −2.0% |
| DISDisney Walt Co | $9.6M | 1.6% | −1.2% |
| BSCQInvesco Exch Trd Slf Idx Fd | $9.3M | 1.6% | New |
| CSCOCisco Sys Inc | $9.2M | 1.6% | |
| BKLNInvesco Exch Traded Fd Tr II | $9.1M | 1.5% | +7.5% |
| PEPPepsico Inc | $8.7M | 1.5% | −1.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $11.8M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $41.3M |
| BNYBank Of Ny Mellon Corp | June 30, 2020 | +274.1% | $36.0M |
| AXPAmerican Express Co | June 30, 2020 | +255.3% | $16.7M |
| RTXRtx Corporation | June 30, 2020 | +207.9% | $13.5M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $3.2M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $43.5M |
| ORCLOracle Corp | June 30, 2020 | +165.2% | $11.5M |
| IVWIshares Tr | June 30, 2020 | +165.1% | $3.9M |
| ABBVAbbvie Inc | June 30, 2020 | +156.3% | $4.2M |
Sold off last quarter
- EIRLIshares Tr was $18.6M
- BWZSPDR Series Trust Short-term H was $14.1M
- RSPAInvesco S&P 500 Equal Weight E was $13.7M
- JEPIJ P Morgan Exchange Traded F was $12.8M
- GEGeneral Electric Co was $10.2M
- BSJQInvesco BulletShares 2026 Corp was $9.5M
- ULUnilever PLC ADR was $9.4M
- CNRGSpdr Series Trust was $8.6M
- IBMPiShares iBonds Dec 2027 Corpor was $7.5M
- EFAIshares Tr was $6.4M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.1% | +14.8% |
| March 31, 2026 | −4.2% | −4.6% |
| December 31, 2025 | +2.6% | +2.4% |
| September 30, 2025 | +7.4% | +7.8% |
| June 30, 2025 | +7.1% | +10.5% |
| March 31, 2025 | +0.9% | −4.6% |
| December 31, 2024 | −0.7% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | −0.8% | +4.0% |
| March 31, 2024 | +8.6% | +10.0% |
| December 31, 2023 | +9.4% | +11.2% |
| September 30, 2023 | −3.4% | −3.6% |
| June 30, 2023 | +5.1% | +8.3% |
| March 31, 2023 | +4.2% | +7.0% |
| December 31, 2022 | +9.0% | +7.1% |
| September 30, 2022 | −6.3% | −5.3% |
| June 30, 2022 | −13.4% | −16.5% |
| March 31, 2022 | −2.3% | −4.9% |
| December 31, 2021 | +7.8% | +10.7% |
| September 30, 2021 | −0.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Matthew Goff Investment Advisor, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=935359&type=13F-HR&dateb=&owner=include&count=40CIK 935359
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/935359/000175496026000412/Filed July 8, 2026 · accession 0001754960-26-000412