Position in PANW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,252,566
+$669,483 QoQ
Shares Held
3,673
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,585
of 2,893 holders
Holding Since
Mar 2025
6 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, 2026McAdam, LLC holds $21,373,628 across 13 Software - Infrastructure names. PANW ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
25,744 | $9,603,026 | |
| 2 | ORCL |
Oracle Corp
|
20,562 | $3,013,361 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
20,048 | $2,339,000 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
8,104 | $1,546,121 | |
| 5 | PANW |
Palo Alto Networks Inc
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|
3,673 | $1,252,566 | |
| 6 | NTCT |
Netscout Systems Inc
|
26,050 | $1,134,477 | |
| 7 | NTAP |
NetApp, Inc.
|
3,403 | $526,648 | |
| 8 | DOCN |
DigitalOcean Holdings, Inc.
|
3,027 | $475,329 |
All Filings in PANW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,252,566 | 3,673 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $583,083 | 3,637 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $605,281 | 3,286 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $515,158 | 2,530 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $267,873 | 1,309 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $210,740 | 1,235 | Shares | Sole | 2025-05-21 | |
| No filing history on record for this holder in this stock. | ||||||