Concentrum Wealth Management

Position in PANW — Palo Alto Networks Inc

CIK 1765387 SAN JOSE, CA

Position in PANW

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$375,804

+$162,098 QoQ

Shares Held

1,102

-17.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,243

of 2,893 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Concentrum Wealth Management holds $13,056,309 across 5 Software - Infrastructure names. PANW ranks #4 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	23,149	$8,635,039
2	ORCL	Oracle Corp	21,767	$3,189,953
3	IOT	Samsara Inc.	17,023	$552,055
4	PANW	Palo Alto Networks Inc This page	1,102	$375,804
5	PLTR	Palantir Technologies Inc.	2,601	$303,458

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$375,804	1,102	-17.3%	Shares	Sole	2026-08-06
2026-03-31	$213,706	1,333	+12.5%	Shares	Sole	2026-05-04
2025-12-31	$218,277	1,185	+3.0%	Shares	Sole	2026-02-04
2025-09-30	$234,163	1,150	-37.9%	Shares	Sole	2025-11-10
2025-06-30	$378,993	1,852	-2.5%	Shares	Sole	2025-08-12
2025-03-31	$324,216	1,900	-22.3%	Shares	Sole	2025-05-07
2024-12-31	$445,074	2,446	+102.1%	Shares	Sole	2025-02-13
2024-09-30	$413,578	1,210	+0.1%	Shares	Sole	2024-11-13
2024-06-30	$409,863	1,209	-2.7%	Shares	Sole	2024-08-13
2024-03-31	$353,173	1,243	+47.4%	Shares	Sole	2024-05-06
2023-12-31	$248,583	843	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.