JACOBS & CO/CA

Position in PANW — Palo Alto Networks Inc

CIK 1055544 SAN FRANCISCO, CA

Position in PANW

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

Position Value

$17,345,300

+$9,183,249 QoQ

Shares Held

50,863

-0.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.58%

of 13F equity value

Holder Rank

#553

of 2,893 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

JACOBS & CO/CA holds $71,576,351 across 6 Software - Infrastructure names. PANW ranks #2 (24.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	90,747	$33,850,445
2	PANW	Palo Alto Networks Inc This page	50,863	$17,345,300
3	SNPS	Synopsys Inc	27,616	$12,318,669
4	CRWD	CrowdStrike Holdings, Inc.	110,948	$5,291,803
5	ORCL	Oracle Corp	17,002	$2,491,643
6	PLTR	Palantir Technologies Inc.	2,387	$278,491

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,345,300	50,863	-0.1%	Shares	Sole	2026-07-09
2026-03-31	$8,162,051	50,911	+12.8%	Shares	Sole	2026-04-07
2025-12-31	$8,316,445	45,149	+4.2%	Shares	Sole	2026-01-05
2025-09-30	$8,820,207	43,317	+39.6%	Shares	Sole	2025-10-01
2025-06-30	$6,349,774	31,029	+4.1%	Shares	Sole	2025-07-02
2025-03-31	$5,084,048	29,794	+6.1%	Shares	Sole	2025-04-03
2024-12-31	$5,107,617	28,070	+98.1%	Shares	Sole	2025-01-10
2024-09-30	$4,843,306	14,170	+3.4%	Shares	Sole	2024-10-01
2024-06-30	$4,647,827	13,710	+9.7%	Shares	Sole	2024-07-12
2024-03-31	$3,552,477	12,503	+3.0%	Shares	Sole	2024-04-12
2023-12-31	$3,578,368	12,135	-0.1%	Shares	Sole	2024-01-18
2023-09-30	$2,847,273	12,145	+2.7%	Shares	Sole	2023-10-13
2023-06-30	$3,022,938	11,831	+0.6%	Shares	Sole	2023-07-11
2023-03-31	$2,350,140	11,766	—	Shares	Sole	2023-04-17
No filing history on record for this holder in this stock.