Position in MBGL
as of Sep 30, 2026
· filed Oct 2, 2026
Position Value
$2,280
New position
Shares Held
133
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 7 holders
Holding Since
Sep 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Sep 30, 2026GoalVest Advisory LLC holds $8,324,931 across 22 Software - Infrastructure names. MBGL ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
89,338 | $6,717,915 | |
| 2 | CORZ |
Core Scientific, Inc./tx
|
40,100 | $640,798 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
2,830 | $529,351 | |
| 4 | SNPS |
Synopsys Inc
|
355 | $154,403 | |
| 5 | ORCL |
Oracle Corp
|
611 | $83,890 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
308 | $81,543 | |
| 7 | FFIV |
F5, Inc.
|
37 | $16,471 | |
| 8 | NTAP |
NetApp, Inc.
|
69 | $14,495 |
All Filings in MBGL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $2,280 | 133 | Shares | Sole | 2026-10-02 | |
| No filing history on record for this holder in this stock. | ||||||