Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,477,851
+$899,982 QoQ
Shares Held
7,266
-26.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,282
of 2,911 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Jun 30, 2024CallValue
$22,404
CallShares
5,200
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, 2026Larson Financial Group LLC holds $67,315,543 across 79 Software - Infrastructure names. PANW ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
84,474 | $31,510,491 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
88,594 | $10,336,261 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
52,364 | $9,990,265 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
7,266 | $2,477,851 | |
| 5 | ORCL |
Oracle Corp
|
11,598 | $1,699,686 | |
| 6 | NET |
Cloudflare, Inc.
|
6,199 | $1,520,490 | |
| 7 | FTNT |
Fortinet, Inc.
|
7,262 | $1,115,588 | |
| 8 | SNPS |
Synopsys Inc
|
2,358 | $1,051,833 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,477,851 | 7,266 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,577,869 | 9,842 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $929,657 | 5,047 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $803,077 | 3,944 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $588,953 | 2,878 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $510,384 | 2,991 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $500,753 | 2,752 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $289,846 | 848 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $478,004 | 1,410 | Shares | Sole | 2024-08-02 | |
| 2024-06-30 | $22,404 | 2,600 | Call | Sole | 2024-08-02 | |
| 2024-03-31 | $20,766 | 2,600 | Call | Sole | 2024-05-03 | |
| 2024-03-31 | $162,806 | 573 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $20,936 | 71 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $47,122 | 201 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $58,256 | 228 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $45,540 | 228 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $40,606 | 291 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $37,344 | 228 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $37,539 | 76 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $47,310 | 76 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $21,156 | 38 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $18,201 | 38 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $14,099 | 38 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $12,238 | 38 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $13,504 | 38 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $9,300 | 38 | Shares | Sole | 2020-10-08 | |
| No filing history on record for this holder in this stock. | ||||||