Position in PANW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$28,961,464
+$15,169,135 QoQ
Shares Held
84,926
-1.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
3.35%
of 13F equity value
Holder Rank
#425
of 2,893 holders
Holding Since
Dec 2023
11 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, 2026Telos Capital Management, Inc. holds $43,692,832 across 6 Software - Infrastructure names. PANW ranks #1 (66.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
This page
|
84,926 | $28,961,464 | |
| 2 | MSFT |
Microsoft Corp
|
33,964 | $12,669,251 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
15,564 | $742,344 | |
| 4 | ORCL |
Oracle Corp
|
3,494 | $512,045 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,378 | $510,781 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,933 | $296,947 |
All Filings in PANW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,961,464 | 84,926 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $13,792,329 | 86,030 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $14,669,688 | 79,640 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $16,037,111 | 78,760 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $15,365,599 | 75,086 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $10,206,490 | 59,813 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $10,357,163 | 56,920 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $9,817,863 | 28,724 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $9,917,737 | 29,255 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $7,768,114 | 27,340 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,803,191 | 6,115 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||