Position in SNPS
as of Sep 30, 2026
· filed Oct 2, 2026
Position Value
$154,403
-$3,951 QoQ
Shares Held
355
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#5
of 11 holders
Holding Since
Jun 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SNPS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Sep 30, 2026GoalVest Advisory LLC holds $8,324,931 across 22 Software - Infrastructure names. SNPS ranks #4 (1.9% 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
This page
|
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 SNPS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $154,403 | 355 | Shares | Sole | 2026-10-02 | |
| 2026-06-30 | $158,354 | 355 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $140,750 | 355 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $166,750 | 355 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $175,153 | 355 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $182,001 | 355 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $50,175 | 117 | Shares | Sole | 2025-04-07 | |
| 2024-03-31 | $1,143 | 2 | Shares | Sole | 2024-04-15 | |
| 2023-09-30 | $917 | 2 | Shares | Sole | 2023-10-10 | |
| 2022-03-31 | $666 | 2 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $4,412 | 16 | Shares | Sole | 2021-09-01 | |
| No filing history on record for this holder in this stock. | ||||||