Position in CORZ
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,026,159
+$426,263 QoQ
Shares Held
40,100
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#211
of 410 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CORZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GoalVest Advisory LLC holds $6,278,541 across 10 Software - Infrastructure names. CORZ ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,357 | $4,609,408 | |
| 2 | CORZ |
Core Scientific, Inc./tx
This page
|
40,100 | $1,026,159 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
2,888 | $336,942 | |
| 4 | SNPS |
Synopsys Inc
|
355 | $158,354 | |
| 5 | ORCL |
Oracle Corp
|
795 | $116,507 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
508 | $24,229 | |
| 7 | PANW |
Palo Alto Networks Inc
|
9 | $3,069 | |
| 8 | DOX |
Amdocs Ltd
|
51 | $2,577 |
All Filings in CORZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,026,159 | 40,100 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $599,896 | 40,100 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $583,856 | 40,100 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||