SEC 13F Intelligence

Managers / Q3 2021 · view latest →

Matthew Goff Investment Advisor, LLC

CIK 0000935359 · 11 GREENWAY PLAZA, SUITE1425, HOUSTON, TX, 77046 · 713-850-8900

Reported Value
$408M
Q3 2021
Positions
90
Filings on Record
32
2019–present window
Filed
Oct 12, 2021
original filing

Summary

Matthew Goff Investment Advisor, Llc reported $408M in U.S.-listed holdings across 90 positions for Q3 2021.

Its largest position, MSFT, represents 11.7% of the portfolio.

Compared with Q2 2021, the fund opened 3 new positions and exited 3.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $197MQ4 ’18Q1 ’19: $217MQ2 ’19: $234MQ3 ’19: $242MQ4 ’19: $270MQ4 ’19Q1 ’20: $237MQ2 ’20: $305MQ3 ’20: $313MQ4 ’20: $336MQ4 ’20Q1 ’21: $355MQ2 ’21: $394MQ3 ’21: $408MQ4 ’21: $437MQ4 ’21Q1 ’22: $426MQ2 ’22: $371MQ3 ’22: $350MQ4 ’22: $383.7BQ4 ’22Q1 ’23: $403MQ2 ’23: $426MQ3 ’23: $415MQ4 ’23: $451MQ4 ’23Q1 ’24: $494MQ2 ’24: $490MQ3 ’24: $526MQ4 ’24: $538MQ4 ’24Q1 ’25: $542MQ2 ’25: $541MQ3 ’25: $585MQ4 ’25: $564MQ4 ’25Q1 ’26: $600MQ2 ’26: $593Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 57.2%ETP: 37.9%Other: 3.6%ADR: 1.3%
  • Common Stock · 57.2% · $233M
  • ETP · 37.9% · $155M
  • Other · 3.6% · $15M
  • ADR · 1.3% · $5M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2021

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$593M91Jul 8, 202613F-HRchanges · EDGAR ↗
Q1 2026$600M107Apr 17, 202613F-HRchanges · EDGAR ↗
Q4 2025$564M87Jan 14, 202613F-HRchanges · EDGAR ↗
Q3 2025$585M96Oct 15, 202513F-HRchanges · EDGAR ↗
Q2 2025$541M96Jul 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$542M104Apr 21, 202513F-HRchanges · EDGAR ↗
Q4 2024$538M102Jan 21, 202513F-HRchanges · EDGAR ↗
Q3 2024$526M101Oct 17, 202413F-HRchanges · EDGAR ↗
Q2 2024$490M97Jul 22, 202413F-HRchanges · EDGAR ↗
Q1 2024$494M95Apr 11, 202413F-HRchanges · EDGAR ↗
Q4 2023$451M91Jan 9, 202413F-HRchanges · EDGAR ↗
Q3 2023$415M90Oct 11, 202313F-HRchanges · EDGAR ↗
Q2 2023$426M92Jul 12, 202313F-HRchanges · EDGAR ↗
Q1 2023$403M90Apr 13, 202313F-HRchanges · EDGAR ↗
Q4 2022$383.7B86Jan 11, 202313F-HRchanges · EDGAR ↗
Q3 2022$350M78Oct 13, 202213F-HRchanges · EDGAR ↗
Q2 2022$371M78Jul 22, 202213F-HRchanges · EDGAR ↗
Q1 2022$426M81Apr 19, 202213F-HRchanges · EDGAR ↗
Q4 2021$437M84Jan 18, 202213F-HRchanges · EDGAR ↗
Q3 2021$408M90Oct 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$394M90Jul 22, 202113F-HRchanges · EDGAR ↗
Q1 2021$355M88Apr 21, 202113F-HRchanges · EDGAR ↗
Q4 2020$336M84Jan 27, 202113F-HRchanges · EDGAR ↗
Q3 2020$313M72Oct 29, 202013F-HRchanges · EDGAR ↗
Q2 2020$305M73Jul 31, 202013F-HRchanges · EDGAR ↗
Q1 2020$237M55May 5, 202013F-HRchanges · EDGAR ↗
Q4 2019$270M58Jan 27, 202013F-HRchanges · EDGAR ↗
Q3 2019$242M57Nov 7, 2019RESTATEMENTchanges · EDGAR ↗
Q2 2019$234M54Aug 5, 201913F-HRchanges · EDGAR ↗
Q1 2019$217M52May 13, 201913F-HRchanges · EDGAR ↗
Q4 2018$197M51Feb 12, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.