GoalVest Advisory LLC CTAS — CINTAS CORP COM

Ownership history in GoalVest Advisory LLC  ·  20 quarters on record

AI Ownership Summary

GoalVest Advisory LLC reported CINTAS CORP COM (CTAS) in 20 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.11% in 2025 Q2. The latest visible filing shows CTAS at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CTAS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GoalVest Advisory LLC's position in CINTAS CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

CTAS was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GoalVest Advisory LLC held CTAS — position size vs. price
% of Fund (quarterly)    CTAS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 1,290 -76 -5.6% 0.04% $252K 2026-10-02 $193.02
2026 Q2 UNCHANGED — — — 1,366 — 0% 0.04% $232K 2026-07-09 $177.23
2026 Q1 REDUCED 11.0% +0.2% ❌ 1,366 -169 -11.0% 0.05% $231K 2026-04-13 $174.75
2025 Q4 REDUCED 21.9% -9.9% ✅ 1,535 -431 -21.9% 0.06% $289K 2026-01-05 $184.05
2025 Q3 UNCHANGED — — — 1,966 — 0% 0.09% $404K 2025-10-22 $191.61
2025 Q2 ADDED — — — 1,966 +700 +55.3% 0.11% $438K 2025-08-01 $218.85
2025 Q1 ADDED — — — 1,266 +406 +47.2% 0.07% $260K 2025-04-07 $187.92
2024 Q4 UNCHANGED — — — 860 — 0% 0.04% $157K 2025-01-17 $195.21
2024 Q3 ADDED — — — 860 +645 +300.0% 0.05% $177K 2024-11-06 $213.24
2024 Q2 REDUCED 20.4% +17.8% ❌ 215 -55 -20.4% 0.05% $151K 2024-07-30 $187.82
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About GoalVest Advisory LLC and CTAS

These are the practical questions this page is built to answer before you even open the full history table.

How long has GoalVest Advisory LLC reported owning CTAS?

GoalVest Advisory LLC reported CTAS across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported CTAS position in GoalVest Advisory LLC's portfolio?

The largest reported portfolio weight for CTAS was 0.11% in 2025 Q2.

What is the latest reported CTAS position on this page?

The most recent filing on this page is 2026 Q3, when GoalVest Advisory LLC reported 1,290 shares, equal to 0.04% of portfolio, with an estimated market value of $252K.

What does the chart on this CTAS ownership page compare?

The chart compares GoalVest Advisory LLC's quarterly CTAS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GoalVest Advisory LLC time their CTAS position?

Based on 13F filing dates vs. subsequent CTAS price moves, GoalVest Advisory LLC correctly timed 7 out of 11 reported position changes (64%). The annualised alpha on CTAS relative to SPY over the holding period was +1.1%.

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