Position in PANW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$7,873,810
+$3,728,737 QoQ
Shares Held
23,089
-10.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#794
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)
Derivatives in PANW
reported options exposure · as of Mar 31, 2024CallValue
$56,826
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $97,734,036 across 13 Software - Infrastructure names. PANW ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
179,265 | $66,869,430 | |
| 2 | ORCL |
Oracle Corp
|
80,686 | $11,824,533 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
23,089 | $7,873,810 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
47,316 | $5,520,357 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
36,984 | $1,763,998 | |
| 6 | FTNT |
Fortinet, Inc.
|
11,303 | $1,736,366 | |
| 7 | NTAP |
NetApp, Inc.
|
3,461 | $535,624 | |
| 8 | TWLO |
Twilio Inc
|
2,382 | $491,478 |
All Filings in PANW
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,873,810 | 23,089 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,145,073 | 25,855 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,251,542 | 28,510 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,069,912 | 29,810 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $6,015,802 | 29,397 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $5,591,360 | 32,767 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,351,443 | 29,410 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,099,314 | 14,919 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $4,759,361 | 14,039 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $56,826 | 200 | Call | Sole | 2024-04-25 | |
| 2024-03-31 | $3,634,022 | 12,790 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,804,960 | 6,121 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,486,818 | 6,342 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,269,118 | 4,967 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,084,787 | 5,431 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $638,535 | 4,576 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $879,879 | 5,372 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $689,046 | 1,395 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $769,422 | 1,236 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $507,208 | 911 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $529,773 | 1,106 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $413,349 | 1,114 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,643,473 | 5,103 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,748,519 | 4,920 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $249,155 | 1,018 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $191,085 | 832 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $135,595 | 827 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||