Position in PANW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$603,605
+$334,589 QoQ
Shares Held
1,770
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,954
of 2,893 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026JGP Wealth Management, LLC holds $38,663,048 across 7 Software - Infrastructure names. PANW ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
87,309 | $32,568,003 | |
| 2 | FTNT |
Fortinet, Inc.
|
14,950 | $2,296,619 | |
| 3 | ORCL |
Oracle Corp
|
14,775 | $2,165,276 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
6,090 | $710,520 | |
| 5 | PANW |
Palo Alto Networks Inc
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|
1,770 | $603,605 | |
| 6 | XYZ |
Block, Inc.
|
3,176 | $241,376 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,628 | $77,649 |
All Filings in PANW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $603,605 | 1,770 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $269,016 | 1,678 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $274,273 | 1,489 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $282,420 | 1,387 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $285,882 | 1,397 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $252,717 | 1,481 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $242,734 | 1,334 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $223,195 | 653 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $219,678 | 648 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||