Position in PANW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,960,088
+$6,349,353 QoQ
Shares Held
23,342
+132.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#791
of 2,893 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Howard Capital Management Inc. holds $132,872,208 across 9 Software - Infrastructure names. PANW ranks #2 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
279,061 | $104,095,334 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
23,342 | $7,960,088 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
64,312 | $7,503,281 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
30,020 | $5,727,365 | |
| 5 | FTNT |
Fortinet, Inc.
|
18,846 | $2,895,122 | |
| 6 | SNPS |
Synopsys Inc
|
5,573 | $2,485,948 | |
| 7 | ORCL |
Oracle Corp
|
10,430 | $1,528,516 | |
| 8 | NET |
Cloudflare, Inc.
|
1,755 | $430,466 |
All Filings in PANW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,960,088 | 23,342 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,610,735 | 10,047 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,914,618 | 21,252 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,239,572 | 20,821 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,272,678 | 20,879 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,766,756 | 16,214 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,349,883 | 18,410 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,206,767 | 9,382 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $463,087 | 1,366 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $391,247 | 1,377 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||