Position in PANW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,619,586
+$1,690,135 QoQ
Shares Held
10,614
-11.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,101
of 2,893 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NOVARE CAPITAL MANAGEMENT LLC holds $52,087,016 across 8 Software - Infrastructure names. PANW ranks #2 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
120,376 | $44,902,655 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
10,614 | $3,619,586 | |
| 3 | ORCL |
Oracle Corp
|
5,272 | $772,611 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
6,053 | $706,203 | |
| 5 | FTNT |
Fortinet, Inc.
|
4,503 | $691,750 | |
| 6 | RBRK |
Rubrik, Inc.
|
6,190 | $496,933 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
2,524 | $481,541 | |
| 8 | SNPS |
Synopsys Inc
|
932 | $415,737 |
All Filings in PANW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,619,586 | 10,614 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,929,451 | 12,035 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,813,449 | 9,845 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,557,693 | 7,650 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,167,471 | 5,705 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $967,528 | 5,670 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,086,301 | 5,970 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $934,823 | 2,735 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $905,156 | 2,670 | Shares | Sole | 2024-08-02 | |
| 2023-09-30 | $468,880 | 2,000 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $445,864 | 1,745 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $299,610 | 1,500 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $209,310 | 1,500 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||