Position in PANW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$692,611
+$392,973 QoQ
Shares Held
2,031
+8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,878
of 2,904 holders
Holding Since
Mar 2022
10 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, 2026West Family Investments, Inc. holds $16,258,562 across 16 Software - Infrastructure names. PANW ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
24,135 | $9,002,837 | |
| 2 | ORCL |
Oracle Corp
|
5,736 | $840,610 | |
| 3 | FTNT |
Fortinet, Inc.
|
4,731 | $726,776 | |
| 4 | VRSN |
Verisign Inc/Ca
|
2,809 | $706,632 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
2,031 | $692,611 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
3,212 | $612,801 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
4,989 | $582,066 | |
| 8 | SNPS |
Synopsys Inc
|
1,266 | $564,724 |
All Filings in PANW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $692,611 | 2,031 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $299,638 | 1,869 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $462,157 | 2,509 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $634,479 | 3,116 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $563,783 | 2,755 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $263,809 | 1,546 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $332,986 | 1,830 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $324,026 | 948 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $236,628 | 698 | Shares | Sole | 2024-08-05 | |
| 2022-03-31 | $217,878 | 350 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||