Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,000,117
+$3,640,772 QoQ
Shares Held
20,527
-2.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#856
of 2,893 holders
Holding Since
Jun 2020
25 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, 2026Mutual Advisors, LLC holds $131,147,171 across 14 Software - Infrastructure names. PANW ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
247,016 | $92,141,908 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
76,392 | $8,912,654 | |
| 3 | ORCL |
Oracle Corp
|
57,288 | $8,395,556 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
39,960 | $7,623,768 | |
| 5 | PANW |
Palo Alto Networks Inc
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|
20,527 | $7,000,117 | |
| 6 | NET |
Cloudflare, Inc.
|
9,550 | $2,342,424 | |
| 7 | FIVN |
Five9, Inc.
|
59,099 | $1,259,990 | |
| 8 | SNPS |
Synopsys Inc
|
2,272 | $1,013,471 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,000,117 | 20,527 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,359,345 | 20,954 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,923,438 | 15,871 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,189,300 | 15,663 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,161,688 | 15,450 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,572,398 | 15,075 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,705,563 | 14,869 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,607,592 | 7,629 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,645,634 | 7,804 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,486,421 | 8,751 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,101,671 | 3,736 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $820,305 | 3,499 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $768,829 | 3,009 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $593,028 | 2,969 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $370,478 | 2,655 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $434,862 | 2,655 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $814,506 | 1,649 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $948,083 | 1,523 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $890,258 | 1,599 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $737,180 | 1,539 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $567,706 | 1,530 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $467,309 | 1,451 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $514,960 | 1,449 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $487,052 | 1,990 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $408,123 | 1,777 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||