SFE Investment Counsel

Position in PANW — Palo Alto Networks Inc

CIK 1317784 LOS ANGELES, CA

Position in PANW

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$27,463,363

+$13,908,949 QoQ

Shares Held

80,533

-4.7% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

4.28%

of 13F equity value

Holder Rank

#440

of 2,910 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 38% Shared 0% None 62%

Technology · as of Jun 30, 2026

SFE Investment Counsel holds $49,169,995 across 3 Software - Infrastructure names. PANW ranks #1 (55.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc This page	80,533	$27,463,363
2	MSFT	Microsoft Corp	58,178	$21,701,557
3	DVLT	Datavault AI Inc.	14,500	$5,075

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,463,363	80,533	-4.7%	Shares	Sole	2026-08-05
2026-03-31	$13,554,414	84,546	+6.6%	Shares	Sole	2026-05-01
2025-12-31	$14,613,322	79,334	+3.1%	Shares	Sole	2026-02-05
2025-09-30	$15,670,595	76,960	+1.8%	Shares	Sole	2025-11-14
2025-06-30	$15,475,490	75,623	+3.7%	Shares	Sole	2025-08-07
2025-03-31	$12,443,922	72,925	+4.2%	Shares	Sole	2025-05-06
2024-12-31	$12,731,013	69,966	+93.1%	Shares	Sole	2025-01-30
2024-09-30	$12,387,173	36,241	+0.1%	Shares	Sole	2024-10-25
2024-06-30	$12,277,925	36,217	+4.3%	Shares	Sole	2024-08-05
2024-03-31	$9,863,288	34,714	-12.2%	Shares	Sole	2024-05-06
2023-12-31	$11,660,144	39,542	-5.3%	Shares	Sole	2024-01-31
2023-09-30	$9,792,558	41,770	-3.0%	Shares	Sole	2023-10-25
2023-06-30	$11,005,071	43,071	-5.9%	Shares	Sole	2023-07-24
2023-03-31	$9,142,699	45,773	-7.9%	Shares	Sole	2023-05-09
2022-12-31	$6,934,998	49,699	-0.6%	Shares	Sole	2023-02-10
2022-09-30	$8,192,120	50,016	+199.9%	Shares	Sole	2022-11-14
2022-06-30	$8,238,915	16,680	-1.7%	Shares	Sole	2022-08-10
2022-03-31	$10,560,263	16,964	-17.2%	Shares	Sole	2022-05-06
2021-12-31	$11,404,667	20,484	-2.7%	Shares	Sole	2022-02-07
2021-09-30	$10,083,424	21,051	-5.0%	Shares	Sole	2021-11-12
2021-06-30	$8,218,019	22,148	-1.1%	Shares	Sole	2021-08-10
2021-03-31	$7,214,148	22,400	-6.4%	Shares	Sole	2021-04-30
2020-12-31	$8,503,421	23,927	+4.9%	Shares	Sole	2021-02-04
2020-09-30	$5,582,507	22,809	-2.3%	Shares	Sole	2020-11-09
2020-06-30	$5,360,033	23,338	+7.5%	Shares	Sole	2020-08-05
2020-03-31	$3,560,231	21,714	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.