StockDriftsStockDriftsTop 50 Matthew Goff Investment Advisor LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 10.37% | 135.8K | $69.7M | +23.94%(+26.23K) | $201.01(+165.42%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6.43% | 86.8K | $43.2M | -0.02%(-16) | $219.68(+142.27%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 5.9% | 116.3K | $39.6M | -0.42%(-491) | $161.77(+110.27%) | 2026-09-30 | |
| BK | BANK OF NY MELLON CORP | 5.32% | 247.4K | $35.8M | -0.56%(-1.39K) | $44.48(+223.33%) | 2026-09-30 | |
| BAC | BANK OF AMER CORP | 3.73% | 460.5K | $25.1M | -0.32%(-1.48K) | $30.42(+65.65%) | 2026-09-30 | |
| V | VISA INC | 3.48% | 65.1K | $23.4M | -0.84%(-553) | $95.78(+320.67%) | 2026-09-30 | |
| SHYG | ISHARES TR | 3.1% | 505.9K | $20.9M | +4.87%(+23.49K) | $42.54(-3.52%) | 2026-09-30 | |
| INTC | INTEL CORP | 2.98% | 166.5K | $20.0M | +0.32%(+529) | $51.34(+79.27%) | 2026-09-30 | |
| IVE | ISHARES TR | 2.76% | 81.3K | $18.6M | -0.92%(-751) | $137.30(+71.27%) | 2026-09-30 | |
| MRK | MERCK & CO INC | 2.47% | 114.0K | $16.6M | -1.01%(-1.17K) | $79.43(+80.84%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.78% | +63.37% | +10.12% | +61.92% |
| Top 20 Holdings Unweighted | +18.58% | +66.72% | +10.20% | +62.49% |
Matthew Goff Investment Advisor LLC reports $672.06M in US-listed equity holdings across 107 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (10.4%), BRK.B (6.4%) and GOOG (5.9%). The top 20 holdings account for 65.4% of reported assets. Its disclosed equity book has returned +63.37% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Matthew Goff Investment Advisor LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 935359). View Matthew Goff Investment Advisor LLC’s 13F filings on SEC