BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in PANW — Palo Alto Networks Inc
CIK 1654599
MORRISTOWN, NJ
Position in PANW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$49,964,886
+$25,283,783 QoQ
Shares Held
146,516
-4.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
2.80%
of 13F equity value
Holder Rank
#312
of 2,893 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $155,947,326 across 15 Software - Infrastructure names. PANW ranks #2 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
181,210 | $67,594,954 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
146,516 | $49,964,886 | |
| 3 | FTNT |
Fortinet, Inc.
|
231,189 | $35,515,254 | |
| 4 | ORCL |
Oracle Corp
|
8,055 | $1,180,460 | |
| 5 | AKAM |
Akamai Technologies Inc
|
5,607 | $662,803 | |
| 6 | VRSN |
Verisign Inc/Ca
|
1,775 | $446,519 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
8,996 | $429,075 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
585 | $68,251 |
All Filings in PANW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,964,886 | 146,516 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $24,681,103 | 153,949 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $30,797,319 | 167,195 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $34,993,115 | 171,855 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $35,505,449 | 173,502 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $18,525,531 | 108,565 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $18,951,315 | 104,151 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $17,212,706 | 50,359 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,908,123 | 49,875 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,800,478 | 48,571 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,542,222 | 5,230 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,301,610 | 5,552 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,592,593 | 6,233 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,239,586 | 6,206 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $752,539 | 5,393 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $367,053 | 2,241 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $366,997 | 743 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $462,525 | 743 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $414,229 | 744 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $351,585 | 734 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $271,608 | 732 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||