Position in SNOW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$34,357
+$13,997 QoQ
Shares Held
135
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,274
of 1,453 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SNOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GoalVest Advisory LLC holds $449,332 across 11 Software - Application names. SNOW ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
813 | $127,364 | |
| 2 | PAYX |
Paychex Inc
|
1,227 | $120,650 | |
| 3 | SHOP |
Shopify Inc.
|
347 | $39,620 | |
| 4 | ADP |
Automatic Data Processing Inc
|
167 | $37,399 | |
| 5 | SNOW |
Snowflake Inc.
This page
|
135 | $34,357 | |
| 6 | ADBE |
Adobe Inc.
|
162 | $33,213 | |
| 7 | NOW |
ServiceNow, Inc.
|
290 | $28,791 | |
| 8 | SAP |
Sap SE
|
143 | $22,037 |
All Filings in SNOW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,357 | 135 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $20,360 | 135 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $29,613 | 135 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $9,473 | 42 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $9,398 | 42 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $6,138 | 42 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $6,485 | 42 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,824 | 42 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,673 | 42 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $24,240 | 150 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $21,492 | 108 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $34,220 | 224 | Shares | Sole | 2023-10-10 | |
| 2023-03-31 | $34,560 | 224 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $32,152 | 224 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $35,521 | 209 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $29,063 | 209 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $47,888 | 209 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||