Pinnacle Wealth Planning Services, Inc.
Position in PANW — Palo Alto Networks Inc
CIK 1726752
MANSFIELD, OH
Position in PANW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,802,631
+$879,028 QoQ
Shares Held
5,286
-8.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,403
of 2,850 holders
Holding Since
Dec 2020
23 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, 2026Pinnacle Wealth Planning Services, Inc. holds $21,380,625 across 65 Software - Infrastructure names. PANW ranks #2 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
35,440 | $13,219,828 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
5,286 | $1,802,631 | |
| 3 | ORCL |
Oracle Corp
|
11,583 | $1,697,488 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
6,098 | $711,453 | |
| 5 | SNPS |
Synopsys Inc
|
1,290 | $575,430 | |
| 6 | FTNT |
Fortinet, Inc.
|
3,664 | $562,863 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
659 | $502,909 | |
| 8 | VRSN |
Verisign Inc/Ca
|
1,237 | $311,179 |
All Filings in PANW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,802,631 | 5,286 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $923,603 | 5,761 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $643,226 | 3,492 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $652,398 | 3,204 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $578,926 | 2,829 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $427,111 | 2,503 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $433,974 | 2,385 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $577,300 | 1,689 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $571,570 | 1,686 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $512,002 | 1,802 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $576,785 | 1,956 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $470,052 | 2,005 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $436,921 | 1,710 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $327,772 | 1,641 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $228,426 | 1,637 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $327,251 | 1,998 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $353,166 | 715 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $464,392 | 746 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $437,055 | 785 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $374,577 | 782 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $289,790 | 781 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $257,003 | 798 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $305,635 | 860 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||