Matthew Goff Investment Advisor, LLC
•CIK: 935359•Filing: Q4 2025
**Matthew Goff Investment Advisor, LLC** manages $564M across a diversified portfolio of 87 positions. The strategy exhibits significant conviction in mega-cap technology and financial value plays, evidenced by top holdings including MSFT at $54.6M and GOOG at $38.6M. Notable allocations also feature BRK/B ($45.3M) and BK ($30.3M), suggesting a balanced approach between growth leaders and established value anchors. This concentration in high-quality names underscores a disciplined, large-cap oriented investment mandate.
Total AUM
$564.2M
QoQ Performance
-3.6%
Positions
60
Top 10 Concentration
51.5%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
BRK/B
GOOG
BK
MSFT9.7%
BRK/B8.0%
GOOG6.8%
BK5.4%
BAC4.6%
V4.2%
AXP3.4%
SHYG3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other42.8%
Technology24.2%
Financial20.4%
Healthcare4.0%
Industrial3.4%
Communication2.0%
Consumer Staples1.7%
Energy0.7%
🚪 Exited Positionssold since Q3 2025
+12 more exited positions
Changes from Q3 2025
NEW8 new positions
↑11 increased
↓57 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023