Position in PANW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,543,879
+$1,847,214 QoQ
Shares Held
10,392
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,111
of 2,893 holders
Holding Since
Jun 2023
13 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, 2026Keystone Financial Group holds $60,476,918 across 8 Software - Infrastructure names. PANW ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
274,467 | $32,022,064 | |
| 2 | MSFT |
Microsoft Corp
|
47,541 | $17,733,743 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
20,708 | $3,950,775 | |
| 4 | PANW |
Palo Alto Networks Inc
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|
10,392 | $3,543,879 | |
| 5 | TOST |
Toast, Inc.
|
41,230 | $1,147,018 | |
| 6 | ORCL |
Oracle Corp
|
7,147 | $1,047,392 | |
| 7 | BB |
BLACKBERRY Ltd
|
55,852 | $706,527 | |
| 8 | FTNT |
Fortinet, Inc.
|
2,119 | $325,520 |
All Filings in PANW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,543,879 | 10,392 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,696,665 | 10,583 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,774,214 | 9,632 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,042,715 | 10,032 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,715,701 | 8,384 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,363,925 | 7,993 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,421,835 | 7,814 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $347,268 | 1,016 | Shares | Sole | 2025-02-19 | |
| 2024-06-30 | $342,739 | 1,011 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $269,071 | 947 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $248,288 | 842 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $207,244 | 884 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $215,394 | 843 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||