Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,551,511
+$1,347,989 QoQ
Shares Held
7,482
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,263
of 2,893 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Apriem Advisors holds $18,724,309 across 6 Software - Infrastructure names. PANW ranks #3 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
28,101 | $10,482,235 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
22,956 | $4,379,660 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
7,482 | $2,551,511 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
5,273 | $615,200 | |
| 5 | ORCL |
Oracle Corp
|
2,712 | $397,443 | |
| 6 | NET |
Cloudflare, Inc.
|
1,216 | $298,260 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,551,511 | 7,482 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,203,522 | 7,507 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,288,110 | 6,993 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,410,882 | 6,929 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,427,977 | 6,978 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,199,257 | 7,028 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,284,637 | 7,060 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,242,101 | 3,634 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,386,550 | 4,090 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,116,630 | 3,930 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,040,926 | 3,530 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $690,425 | 2,945 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $684,511 | 2,679 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $530,109 | 2,654 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $343,826 | 2,464 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $431,422 | 2,634 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $413,921 | 838 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $624,377 | 1,003 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $591,835 | 1,063 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $593,001 | 1,238 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $485,333 | 1,308 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $409,016 | 1,270 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $378,490 | 1,065 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $247,197 | 1,010 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $245,746 | 1,070 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||