GoalVest Advisory LLC

Position in CSCO — Cisco Systems, Inc.

CIK 1839307 NEW YORK, NY

Position in CSCO

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,730,710

+$870,723 QoQ

Shares Held

23,248

-3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.96%

of 13F equity value

Holder Rank

#1,605

of 4,023 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

GoalVest Advisory LLC holds $2,806,023 across 5 Communication Equipment names. CSCO ranks #1 (97.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc. This page	23,248	$2,730,710
2	MSI	Motorola Solutions, Inc.	75	$31,146
3	CIEN	Ciena Corp	45	$22,075
4	NOK	Nokia Corp	1,599	$21,234
5	LITE	Lumentum Holdings Inc.	1	$858

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,730,710	23,248	-3.0%	Shares	Sole	2026-07-09
2026-03-31	$1,859,987	23,972	-16.3%	Shares	Sole	2026-04-13
2025-12-31	$2,207,217	28,654	-42.0%	Shares	Sole	2026-01-05
2025-09-30	$3,380,426	49,407	+2.5%	Shares	Sole	2025-10-22
2025-06-30	$3,344,601	48,207	+1.7%	Shares	Sole	2025-08-01
2025-03-31	$2,923,758	47,379	+6.3%	Shares	Sole	2025-04-07
2024-12-31	$2,637,952	44,560	+47.5%	Shares	Sole	2025-01-17
2024-09-30	$1,607,510	30,205	+0.1%	Shares	Sole	2024-11-06
2024-06-30	$1,433,661	30,176	+3.6%	Shares	Sole	2024-07-30
2024-03-31	$1,453,728	29,127	+31.8%	Shares	Sole	2024-04-15
2023-12-31	$1,116,087	22,092	+13.6%	Shares	Sole	2024-01-02
2023-09-30	$1,045,578	19,449	+5.5%	Shares	Sole	2023-10-10
2023-06-30	$953,568	18,430	-27.5%	Shares	Sole	2023-07-17
2023-03-31	$1,329,271	25,426	+7.7%	Shares	Sole	2023-04-03
2022-12-31	$1,124,589	23,606	+4.5%	Shares	Sole	2023-01-06
2022-09-30	$903,200	22,580	-11.1%	Shares	Sole	2022-10-11
2022-06-30	$1,083,141	25,402	+50.6%	Shares	Sole	2022-07-06
2022-03-31	$940,280	16,863	+212.3%	Shares	Sole	2022-05-03
2021-06-30	$286,147	5,399	+10698.0%	Shares	Sole	2021-09-01
2021-03-31	$2,585	50	-99.8%	Shares	Sole	2021-05-13
2020-12-31	$987,140	22,059	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.