Position in PANW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,633,144
+$1,037,556 QoQ
Shares Held
4,789
+28.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,469
of 2,893 holders
Holding Since
Sep 2023
12 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, 2026Plancorp, LLC holds $16,914,507 across 6 Software - Infrastructure names. PANW ranks #2 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
34,594 | $12,904,253 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
4,789 | $1,633,144 | |
| 3 | ORCL |
Oracle Corp
|
8,801 | $1,289,786 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
3,669 | $428,062 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,333 | $358,395 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
6,308 | $300,867 |
All Filings in PANW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,633,144 | 4,789 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $595,588 | 3,715 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $685,039 | 3,719 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $757,873 | 3,722 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $781,520 | 3,819 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $566,354 | 3,319 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $371,198 | 2,040 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $344,876 | 1,009 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $329,517 | 972 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $268,786 | 946 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $273,058 | 926 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $203,259 | 867 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||