Position in PANW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$599,854
+$316,729 QoQ
Shares Held
1,759
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,957
of 2,893 holders
Holding Since
Dec 2024
5 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, 2026Valmark Advisers, Inc. holds $26,291,549 across 11 Software - Infrastructure names. PANW ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
58,006 | $21,637,398 | |
| 2 | ORCL |
Oracle Corp
|
7,378 | $1,081,245 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
9,149 | $1,067,413 | |
| 4 | PANW |
Palo Alto Networks Inc
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|
1,759 | $599,854 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
1,988 | $379,280 | |
| 6 | DLO |
dLocal Ltd
|
22,684 | $294,778 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,788 | $274,672 | |
| 8 | FLYW |
Flywire Corp
|
14,666 | $257,681 |
All Filings in PANW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $599,854 | 1,759 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $283,125 | 1,766 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $432,317 | 2,347 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $270,203 | 1,327 | Shares | Sole | 2025-10-24 | |
| 2024-12-31 | $203,249 | 1,117 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||