Position in PANW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,915,920
+$6,197,787 QoQ
Shares Held
34,942
-2.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#651
of 2,911 holders
Holding Since
Mar 2020
21 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, 2026SFMG, LLC holds $39,601,273 across 9 Software - Infrastructure names. PANW ranks #2 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
61,296 | $22,864,633 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
34,942 | $11,915,920 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
18,278 | $2,132,494 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
3,800 | $724,983 | |
| 5 | CRWV |
CoreWeave, Inc.
|
7,141 | $710,815 | |
| 6 | ORCL |
Oracle Corp
|
3,825 | $560,553 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,253 | $346,105 | |
| 8 | NUAI |
New ERA Energy & Digital, Inc.
|
54,196 | $345,770 |
All Filings in PANW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,915,920 | 34,942 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,718,133 | 35,667 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,381,609 | 34,645 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,215,274 | 35,435 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,996,232 | 34,188 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,738,964 | 33,632 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,106,759 | 33,561 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,754,544 | 16,836 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $5,643,499 | 16,647 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,780,203 | 16,824 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $250,648 | 850 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $205,603 | 877 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $213,095 | 834 | Shares | Sole | 2023-08-14 | |
| 2021-12-31 | $3,302,699 | 5,932 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,894,116 | 6,042 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,245,595 | 6,052 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,989,365 | 6,177 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $2,209,460 | 6,217 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,530,178 | 6,252 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,433,598 | 6,242 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,080,005 | 6,587 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||