Position in PANW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$9,469,784
+$5,588,437 QoQ
Shares Held
27,769
+14.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#707
of 2,850 holders
Holding Since
Mar 2020
24 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, 2026Composition Wealth, LLC holds $202,031,125 across 16 Software - Infrastructure names. PANW ranks #2 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
451,467 | $168,406,220 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
27,769 | $9,469,784 | |
| 3 | ORCL |
Oracle Corp
|
59,778 | $8,760,465 | |
| 4 | TOST |
Toast, Inc.
|
193,794 | $5,391,349 | |
| 5 | TWLO |
Twilio Inc
|
12,033 | $2,482,768 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
21,062 | $2,457,303 | |
| 7 | NET |
Cloudflare, Inc.
|
5,693 | $1,396,379 | |
| 8 | OKTA |
Okta, Inc.
|
4,353 | $593,966 |
All Filings in PANW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,469,784 | 27,769 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,881,347 | 24,210 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,201,417 | 22,809 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,609,142 | 22,636 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $4,003,167 | 19,562 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,816,242 | 16,504 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,188,069 | 12,025 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,935,955 | 5,664 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,763,191 | 5,201 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,459,859 | 5,138 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,372,961 | 4,656 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $929,789 | 3,966 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,190,165 | 4,658 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $815,538 | 4,083 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $564,160 | 4,043 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $613,065 | 3,743 | Shares | Sole | 2022-10-24 | |
| 2021-12-31 | $1,258,833 | 2,261 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,096,430 | 2,289 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $796,273 | 2,146 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $715,617 | 2,222 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $939,296 | 2,643 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $583,729 | 2,385 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $988,958 | 4,306 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,108,862 | 6,763 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||