Position in PANW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$796,281
+$426,103 QoQ
Shares Held
2,335
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,799
of 2,893 holders
Holding Since
Sep 2025
4 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, 2026LBMC INVESTMENT ADVISORS, LLC holds $12,290,777 across 8 Software - Infrastructure names. PANW ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
19,159 | $7,146,690 | |
| 2 | ORCL |
Oracle Corp
|
11,572 | $1,695,876 | |
| 3 | MDB |
MongoDB, Inc.
|
2,500 | $839,750 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
2,335 | $796,281 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
6,293 | $734,204 | |
| 6 | SNPS |
Synopsys Inc
|
1,048 | $467,481 | |
| 7 | IIIV |
i3 Verticals, Inc.
|
14,326 | $306,003 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
1,596 | $304,492 |
All Filings in PANW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $796,281 | 2,335 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $370,178 | 2,309 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $388,477 | 2,109 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $429,434 | 2,109 | Shares | Sole | 2025-10-07 | |
| No filing history on record for this holder in this stock. | ||||||