Position in PANW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$5,793,247
+$4,697,781 QoQ
Shares Held
16,988
+148.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#924
of 2,904 holders
Holding Since
Mar 2023
14 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, 2026Avior Wealth Management, LLC holds $38,982,144 across 10 Software - Infrastructure names. PANW ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
58,055 | $21,655,676 | |
| 2 | ORCL |
Oracle Corp
|
52,166 | $7,644,927 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
16,988 | $5,793,247 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
15,056 | $1,756,583 | |
| 5 | IOT |
Samsara Inc.
|
15,956 | $517,453 | |
| 6 | XYZ |
Block, Inc.
|
6,081 | $462,156 | |
| 7 | RBRK |
Rubrik, Inc.
|
4,640 | $372,499 | |
| 8 | CRWV |
CoreWeave, Inc.
|
3,610 | $359,339 |
All Filings in PANW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,793,247 | 16,988 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,095,466 | 6,833 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $460,868 | 2,502 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $507,828 | 2,494 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $437,724 | 2,139 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $366,022 | 2,145 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $127,735 | 702 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $182,863 | 535 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $83,735 | 247 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $103,707 | 365 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $41,872 | 142 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $34,228 | 146 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $37,304 | 146 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $8,189 | 41 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||