Position in DOCN
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$471
New position
Shares Held
3
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#548
of 564 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GoalVest Advisory LLC holds $6,278,541 across 10 Software - Infrastructure names. DOCN ranks #10 (0.0% 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
|
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 DOCN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471 | 3 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||