Position in PANW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,290,066
+$4,904,353 QoQ
Shares Held
27,242
-0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#725
of 2,893 holders
Holding Since
Mar 2020
26 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $110,237,207 across 13 Software - Infrastructure names. PANW ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
182,005 | $67,891,505 | |
| 2 | TWLO |
Twilio Inc
|
61,358 | $12,659,996 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
27,242 | $9,290,066 | |
| 4 | MDB |
MongoDB, Inc.
|
23,260 | $7,813,034 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
34,688 | $4,047,048 | |
| 6 | ORCL |
Oracle Corp
|
21,540 | $3,156,687 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
9,320 | $1,778,116 | |
| 8 | CRWV |
CoreWeave, Inc.
|
11,693 | $1,163,921 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,290,066 | 27,242 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,385,713 | 27,356 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,129,579 | 22,419 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,436,676 | 21,789 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,546,691 | 22,218 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,030,346 | 23,619 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,408,526 | 24,228 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,111,170 | 12,028 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,181,349 | 12,334 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,468,943 | 12,209 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,453,634 | 11,712 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,809,763 | 11,985 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,036,991 | 11,886 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,305,798 | 11,544 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $1,972,118 | 14,133 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,050,814 | 12,521 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,043,922 | 4,138 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,745,892 | 4,411 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,330,039 | 4,185 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,274,770 | 4,749 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,769,538 | 4,769 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,453,135 | 4,512 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,518,582 | 4,273 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,159,871 | 4,739 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,144,903 | 4,985 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $844,067 | 5,148 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||