Position in PANW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,456,919
+$1,649,151 QoQ
Shares Held
10,137
-10.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#1,124
of 2,893 holders
Holding Since
Dec 2021
13 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, 2026Cornerstone Advisory, LLC holds $22,255,962 across 7 Software - Infrastructure names. PANW ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
32,678 | $12,189,547 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
10,137 | $3,456,919 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
15,092 | $2,879,327 | |
| 4 | ORCL |
Oracle Corp
|
14,277 | $2,092,294 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
8,319 | $970,577 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,771 | $425,681 | |
| 7 | APPN |
Appian Corp
|
10,551 | $241,617 |
All Filings in PANW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,456,919 | 10,137 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,807,768 | 11,276 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,839,421 | 9,986 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,965,951 | 9,655 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,447,009 | 7,071 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,205,742 | 7,066 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,281,544 | 7,043 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,359,338 | 3,977 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,386,889 | 4,091 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $937,629 | 3,300 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $296,944 | 1,007 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $276,717 | 1,083 | Shares | Sole | 2023-07-20 | |
| 2021-12-31 | $19,485 | 35 | Shares | Sole | 2022-02-23 | |
| No filing history on record for this holder in this stock. | ||||||