CULLINAN ASSOCIATES INC

Position in PANW — Palo Alto Networks Inc

CIK 1161670 LOUISVILLE, KY

Position in PANW

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,807,406

+$829,454 QoQ

Shares Held

5,300

-13.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,424

of 2,893 holders

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CULLINAN ASSOCIATES INC holds $84,100,661 across 6 Software - Infrastructure names. PANW ranks #5 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	139,649	$52,091,869
2	QLYS	Qualys, Inc.	102,800	$14,133,972
3	ORCL	Oracle Corp	80,480	$11,794,344
4	OKTA	Okta, Inc.	20,800	$2,838,160
5	PANW	Palo Alto Networks Inc This page	5,300	$1,807,406
6	GTLB	Gitlab Inc.	47,000	$1,434,910

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,807,406	5,300	-13.1%	Shares	Sole	2026-07-29
2026-03-31	$977,952	6,100	+1.7%	Shares	Sole	2026-05-01
2025-12-31	$1,105,200	6,000	+275.0%	Shares	Sole	2026-01-30
2025-09-30	$325,792	1,600	+14.3%	Shares	Sole	2025-10-27
2025-06-30	$286,496	1,400	-12.5%	Shares	Sole	2025-07-22
2025-03-31	$273,024	1,600	0.0%	Shares	Sole	2025-04-22
2024-12-31	$291,136	1,600	+45.5%	Shares	Sole	2025-01-24
2024-09-30	$375,980	1,100	-15.4%	Shares	Sole	2024-10-23
2023-12-31	$383,344	1,300	-7.1%	Shares	Sole	2024-01-24
2023-09-30	$328,216	1,400	0.0%	Shares	Sole	2023-10-11
2023-06-30	$357,714	1,400	-6.7%	Shares	Sole	2023-07-14
2022-09-30	$245,685	1,500	+200.0%	Shares	Sole	2022-10-19
2022-06-30	$246,969	500	—	Shares	Sole	2022-07-08
No filing history on record for this holder in this stock.