Position in PANW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,231,423
+$609,863 QoQ
Shares Held
3,611
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,599
of 2,893 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Essex Financial Services, Inc. holds $48,294,290 across 9 Software - Infrastructure names. PANW ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
106,428 | $39,699,772 | |
| 2 | ORCL |
Oracle Corp
|
23,172 | $3,395,856 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
16,633 | $1,940,572 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
3,611 | $1,231,423 | |
| 5 | ZS |
Zscaler, Inc.
|
3,680 | $519,432 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,652 | $505,961 | |
| 7 | FTNT |
Fortinet, Inc.
|
3,058 | $469,769 | |
| 8 | SNPS |
Synopsys Inc
|
693 | $309,126 |
All Filings in PANW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,231,423 | 3,611 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $621,560 | 3,877 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $805,506 | 4,373 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $857,647 | 4,212 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $754,916 | 3,689 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $425,576 | 2,494 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $539,693 | 2,966 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $466,898 | 1,366 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $452,239 | 1,334 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $308,281 | 1,085 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $380,690 | 1,291 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $316,259 | 1,349 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $328,330 | 1,285 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $261,060 | 1,307 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||