Position in PANW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,223,109
+$918,906 QoQ
Shares Held
6,519
-19.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,336
of 2,893 holders
Holding Since
Mar 2020
26 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, 2026SeaCrest Wealth Management, LLC holds $24,579,912 across 6 Software - Infrastructure names. PANW ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
44,762 | $16,697,121 | |
| 2 | DOCN |
DigitalOcean Holdings, Inc.
|
21,075 | $3,309,407 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
6,519 | $2,223,109 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
12,102 | $1,411,940 | |
| 5 | ORCL |
Oracle Corp
|
5,528 | $810,128 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,688 | $128,207 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,223,109 | 6,519 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,304,203 | 8,135 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,575,278 | 8,552 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,741,969 | 8,555 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,822,933 | 8,908 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,292,207 | 13,433 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,477,567 | 13,616 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,290,401 | 6,701 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,287,978 | 6,749 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,194,620 | 7,724 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,292,692 | 7,775 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,608,492 | 6,861 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,985,568 | 7,771 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $645,959 | 3,234 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $435,643 | 3,122 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $534,446 | 3,263 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,614,689 | 3,269 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,825,199 | 2,932 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,215,963 | 2,184 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $826,753 | 1,726 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $665,664 | 1,794 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $578,742 | 1,797 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $573,244 | 1,613 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $480,199 | 1,962 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $331,643 | 1,444 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $206,425 | 1,259 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||