Position in HOLO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3
New position
Shares Held
2
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 16 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Sep 30, 2026GoalVest Advisory LLC holds $643,839 across 25 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
816 | $187,329 | |
| 2 | PAYX |
Paychex Inc
|
1,116 | $109,926 | |
| 3 | SHOP |
Shopify Inc.
|
347 | $51,460 | |
| 4 | SNOW |
Snowflake Inc.
|
135 | $45,840 | |
| 5 | ADP |
Automatic Data Processing Inc
|
167 | $43,096 | |
| 6 | NOW |
ServiceNow, Inc.
|
290 | $38,862 | |
| 7 | ADBE |
Adobe Inc.
|
131 | $31,432 | |
| 8 | SAP |
Sap SE
|
143 | $29,812 |
All Filings in HOLO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3 | 2 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||