Position in PANW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,357,941
+$729,488 QoQ
Shares Held
3,982
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,551
of 2,893 holders
Holding Since
Mar 2021
18 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, 2026Capital Analysts, LLC holds $57,684,741 across 17 Software - Infrastructure names. PANW ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
130,483 | $48,672,768 | |
| 2 | SNPS |
Synopsys Inc
|
6,778 | $3,023,461 | |
| 3 | FTNT |
Fortinet, Inc.
|
13,639 | $2,095,223 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
3,982 | $1,357,941 | |
| 5 | ORCL |
Oracle Corp
|
6,959 | $1,019,840 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
4,792 | $914,241 | |
| 7 | GEN |
Gen Digital Inc.
|
7,337 | $182,617 | |
| 8 | AKAM |
Akamai Technologies Inc
|
1,072 | $126,721 |
All Filings in PANW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,357,941 | 3,982 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $628,453 | 3,920 | Shares | Defined | 2026-05-14 | |
| 2025-09-30 | $720,814 | 3,540 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $712,351 | 3,481 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $589,561 | 3,455 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $593,917 | 3,264 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $566,362 | 1,657 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $476,648 | 1,406 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $383,291 | 1,349 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $388,946 | 1,319 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $106,435 | 454 | Shares | Defined | 2023-11-13 | |
| 2022-12-31 | $1 | 6 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $982 | 6 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $987 | 2 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,245 | 2 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,113 | 2 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $957 | 2 | Shares | Defined | 2021-11-04 | |
| 2021-03-31 | $5,475 | 17 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||