Position in PANW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,105,445
+$2,254,415 QoQ
Shares Held
29,633
-39.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#698
of 2,893 holders
Holding Since
Jun 2022
17 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, 2026Summit Financial, LLC holds $175,413,452 across 17 Software - Infrastructure names. PANW ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
232,689 | $86,797,650 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
332,171 | $38,754,390 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
94,504 | $18,029,945 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
29,633 | $10,105,445 | |
| 5 | FTNT |
Fortinet, Inc.
|
52,057 | $7,996,996 | |
| 6 | ORCL |
Oracle Corp
|
51,423 | $7,536,040 | |
| 7 | TOST |
Toast, Inc.
|
45,336 | $1,261,247 | |
| 8 | NET |
Cloudflare, Inc.
|
4,671 | $1,145,702 |
All Filings in PANW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,105,445 | 29,633 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,851,030 | 48,971 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,922,170 | 21,293 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,386,585 | 21,543 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,616,193 | 17,671 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,629,562 | 15,410 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,895,711 | 15,914 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,769,605 | 8,103 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,506,978 | 7,395 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,475,487 | 5,193 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,349,665 | 4,577 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,123,202 | 4,791 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $865,667 | 3,388 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $663,336 | 3,321 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $511,274 | 3,664 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $282,210 | 1,723 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $212,394 | 430 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||