GoalVest Advisory LLC

Position in STX — Seagate Technology Holdings plc

CIK 1839307 NEW YORK, NY

Position in STX

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

Position Value

$198,790

+$120,438 QoQ

Shares Held

206

+3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,728

of 1,934 holders

Holding Since

Jun 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

GoalVest Advisory LLC holds $269,485 across 5 Computer Hardware names. STX ranks #1 (73.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STX	Seagate Technology Holdings plc This page	206	$198,790
2	ANET	Arista Networks, Inc.	290	$49,265
3	DELL	Dell Technologies Inc.	37	$15,964
4	WDC	Western Digital Corp	5	$3,193
5	SNDK	Sandisk Corp	1	$2,273

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$198,790	206	+3.0%	Shares	Sole	2026-07-09
2026-03-31	$78,352	200	0.0%	Shares	Sole	2026-04-13
2025-12-31	$55,078	200	-37.5%	Shares	Sole	2026-01-05
2025-09-30	$75,539	320	0.0%	Shares	Sole	2025-10-22
2025-06-30	$46,185	320	+30.6%	Shares	Sole	2025-08-01
2025-03-31	$20,812	245	+2.1%	Shares	Sole	2025-04-07
2024-12-31	$20,714	240	-60.6%	Shares	Sole	2025-01-17
2024-09-30	$66,703	609	0.0%	Shares	Sole	2024-11-06
2024-06-30	$62,891	609	-3.2%	Shares	Sole	2024-07-30
2024-03-31	$58,528	629	-1.6%	Shares	Sole	2024-04-15
2023-12-31	$54,551	639	+4.9%	Shares	Sole	2024-01-02
2023-09-30	$40,163	609	0.0%	Shares	Sole	2023-10-10
2023-06-30	$37,678	609	0.0%	Shares	Sole	2023-07-17
2023-03-31	$40,267	609	-1.1%	Shares	Sole	2023-04-03
2022-12-31	$32,407	616	0.0%	Shares	Sole	2023-01-06
2022-09-30	$32,789	616	0.0%	Shares	Sole	2022-10-11
2022-06-30	$44,007	616	0.0%	Shares	Sole	2022-07-06
2022-03-31	$55,378	616	+1.1%	Shares	Sole	2022-05-03
2021-06-30	$53,549	609	—	Shares	Sole	2021-09-01
No filing history on record for this holder in this stock.