GoalVest Advisory LLC

Position in PLTR — Palantir Technologies Inc.

CIK 1839307 NEW YORK, NY

Position in PLTR

as of Sep 30, 2026 · filed Oct 2, 2026 Compact

Position Value

$529,351

+$192,409 QoQ

Shares Held

2,830

-2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#16

of 27 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Sep 30, 2026

GoalVest Advisory LLC holds $8,324,931 across 22 Software - Infrastructure names. PLTR ranks #3 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	89,338	$6,717,915
2	CORZ	Core Scientific, Inc./tx	40,100	$640,798
3	PLTR	Palantir Technologies Inc. This page	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

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-09-30	$529,351	2,830	-2.0%	Shares	Sole	2026-10-02
2026-06-30	$336,942	2,888	-92.1%	Shares	Sole	2026-07-09
2026-03-31	$5,330,004	36,437	-21.2%	Shares	Sole	2026-04-13
2025-12-31	$8,216,138	46,223	-0.1%	Shares	Sole	2026-01-05
2025-09-30	$8,440,208	46,268	+0.0%	Shares	Sole	2025-10-22
2025-06-30	$6,307,117	46,267	-11.0%	Shares	Sole	2025-08-01
2025-03-31	$4,387,871	51,989	-2.5%	Shares	Sole	2025-04-07
2024-12-31	$4,034,784	53,349	0.0%	Shares	Sole	2025-01-17
2024-09-30	$1,984,582	53,349	-0.4%	Shares	Sole	2024-11-06
2024-06-30	$1,356,396	53,549	+3.9%	Shares	Sole	2024-07-30
2024-03-31	$1,186,142	51,549	+8491.5%	Shares	Sole	2024-04-15
2023-09-30	$9,600	600	—	Shares	Sole	2023-10-10
No filing history on record for this holder in this stock.