Position in PANW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$23,871
+$12,649 QoQ
Shares Held
70
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,807
of 2,893 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Mascoma Wealth Management LLC holds $3,005,228 across 11 Software - Infrastructure names. PANW ranks #3 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
7,688 | $2,867,777 | |
| 2 | ORCL |
Oracle Corp
|
654 | $95,843 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
70 | $23,871 | |
| 4 | MDB |
MongoDB, Inc.
|
15 | $5,038 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
76 | $3,624 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
27 | $3,150 | |
| 7 | XYZ |
Block, Inc.
|
41 | $3,116 | |
| 8 | RBRK |
Rubrik, Inc.
|
12 | $963 |
All Filings in PANW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,871 | 70 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,222 | 70 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $11,420 | 62 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $10,588 | 52 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $10,641 | 52 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $15,698 | 92 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $16,740 | 92 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,152 | 18 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $6,102 | 18 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,114 | 18 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $5,307 | 18 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,219 | 18 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,599 | 18 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $11,984 | 60 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $9,827 | 60 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $9,878 | 20 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $12,450 | 20 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $11,135 | 20 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $9,579 | 20 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $8,373 | 26 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||