Position in PANW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,360,199
+$1,175,274 QoQ
Shares Held
64,852
+777.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,304
of 2,904 holders
Holding Since
Jun 2024
9 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, 2026GFS Advisors, LLC holds $3,320,646 across 9 Software - Infrastructure names. PANW ranks #1 (71.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
This page
|
64,852 | $2,360,199 | |
| 2 | ORCL |
Oracle Corp
|
131,300 | $772,319 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
644 | $122,865 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
11,058 | $39,043 | |
| 5 | MSFT |
Microsoft Corp
|
75,981 | $11,345 | |
| 6 | ZS |
Zscaler, Inc.
|
39 | $5,504 | |
| 7 | VRNS |
Varonis Systems Inc
|
125 | $5,245 | |
| 8 | XYZ |
Block, Inc.
|
16,025 | $3,800 |
All Filings in PANW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,360,199 | 64,852 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,184,925 | 7,391 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,765,557 | 9,585 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,450,792 | 7,125 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,381,729 | 6,752 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,152,161 | 6,752 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,226,774 | 6,742 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,162,803 | 3,402 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $210,186 | 620 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||