Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$801,397
+$409,575 QoQ
Shares Held
2,350
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,795
of 2,893 holders
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026KCM INVESTMENT ADVISORS LLC holds $121,562,200 across 7 Software - Infrastructure names. PANW ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
292,283 | $109,027,404 | |
| 2 | FTNT |
Fortinet, Inc.
|
41,666 | $6,400,730 | |
| 3 | ORCL |
Oracle Corp
|
26,471 | $3,879,325 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
4,832 | $921,873 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
2,350 | $801,397 | |
| 6 | SNPS |
Synopsys Inc
|
706 | $314,925 | |
| 7 | OKTA |
Okta, Inc.
|
1,587 | $216,546 |
All Filings in PANW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $801,397 | 2,350 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $391,822 | 2,444 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $451,474 | 2,451 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $540,611 | 2,655 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $418,488 | 2,045 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $209,254 | 1,150 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $333,255 | 975 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $200,015 | 590 | Shares | Sole | 2024-07-29 | |
| 2022-03-31 | $266,434 | 428 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||