Position in PANW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,399,075
+$1,238,198 QoQ
Shares Held
7,035
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,291
of 2,891 holders
Holding Since
Dec 2024
7 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, 2026Cooper Financial Group holds $31,400,421 across 8 Software - Infrastructure names. PANW ranks #2 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
59,344 | $22,136,498 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
7,035 | $2,399,075 | |
| 3 | ORCL |
Oracle Corp
|
15,852 | $2,323,110 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
11,734 | $1,369,005 | |
| 5 | FTNT |
Fortinet, Inc.
|
8,363 | $1,284,724 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
17,612 | $840,026 | |
| 7 | SNPS |
Synopsys Inc
|
1,698 | $757,426 | |
| 8 | CRWV |
CoreWeave, Inc.
|
2,919 | $290,557 |
All Filings in PANW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,399,075 | 7,035 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,160,877 | 7,241 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $778,613 | 4,227 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $849,909 | 4,174 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $546,184 | 2,669 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $358,344 | 2,100 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $284,585 | 1,564 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||