Position in PANW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$21,923,493
+$11,633,996 QoQ
Shares Held
64,288
+0.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#486
of 2,850 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $323,631,957 across 18 Software - Infrastructure names. PANW ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
546,081 | $203,699,134 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
39,116 | $29,850,983 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
64,288 | $21,923,493 | |
| 4 | ORCL |
Oracle Corp
|
131,949 | $19,337,125 | |
| 5 | ATEN |
A10 Networks, Inc.
|
457,762 | $17,101,988 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
112,610 | $13,138,207 | |
| 7 | IOT |
Samsara Inc.
|
224,249 | $7,272,395 | |
| 8 | FTNT |
Fortinet, Inc.
|
32,492 | $4,991,421 |
All Filings in PANW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,923,493 | 64,288 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,289,497 | 64,181 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,296,346 | 39,611 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,188,711 | 10,749 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,797,148 | 8,782 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,272,120 | 7,455 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,135,430 | 6,240 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $846,296 | 2,476 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $657,340 | 1,939 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $522,230 | 1,838 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $379,510 | 1,287 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $460,674 | 1,965 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $264,452 | 1,035 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $282,831 | 1,416 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $543,089 | 3,892 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $748,356 | 4,569 | Shares | Sole | 2022-11-02 | |
| No filing history on record for this holder in this stock. | ||||||