GoalVest Advisory LLC

Position in PLTR — Palantir Technologies Inc.

CIK 1839307 NEW YORK, NY

Position in PLTR

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

Position Value

$336,942

-$4,993,062 QoQ

Shares Held

2,888

-92.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#2,086

of 2,816 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

GoalVest Advisory LLC holds $6,278,541 across 10 Software - Infrastructure names. PLTR ranks #3 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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. This page	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

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.