HARBOR INVESTMENT ADVISORY, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1468792
LUTHERVILLE, MD
Position in PANW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$924,846
+$470,500 QoQ
Shares Held
2,712
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,739
of 2,893 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HARBOR INVESTMENT ADVISORY, LLC holds $40,909,180 across 22 Software - Infrastructure names. PANW ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
93,724 | $34,960,926 | |
| 2 | ORCL |
Oracle Corp
|
11,689 | $1,713,022 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
33,488 | $1,597,252 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
2,712 | $924,846 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
5,881 | $686,136 | |
| 6 | XYZ |
Block, Inc.
|
2,880 | $218,880 | |
| 7 | CORZ |
Core Scientific, Inc./tx
|
5,296 | $135,524 | |
| 8 | NET |
Cloudflare, Inc.
|
530 | $129,998 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $924,846 | 2,712 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $454,346 | 2,834 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,369,895 | 7,437 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,454,050 | 7,141 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,435,344 | 7,014 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $998,073 | 5,849 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,067,377 | 5,866 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $979,598 | 2,866 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,038,726 | 3,064 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $841,024 | 2,960 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $784,380 | 2,660 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,012,311 | 4,318 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,291,347 | 5,054 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $791,569 | 3,963 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $472,482 | 3,386 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $607,824 | 3,711 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $518,142 | 1,049 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $646,788 | 1,039 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $570,122 | 1,024 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $490,495 | 1,024 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $376,244 | 1,014 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $361,995 | 1,124 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $861,465 | 2,424 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $564,883 | 2,308 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $498,613 | 2,171 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $320,706 | 1,956 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||