Occidental Asset Management, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1770994
Burlingame, CA
Position in PANW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,125,707
+$641,381 QoQ
Shares Held
3,301
+9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,646
of 2,893 holders
Holding Since
Mar 2025
6 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, 2026Occidental Asset Management, LLC holds $48,161,751 across 8 Software - Infrastructure names. PANW ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
85,268 | $31,806,669 | |
| 2 | NTAP |
NetApp, Inc.
|
53,647 | $8,302,409 | |
| 3 | OKTA |
Okta, Inc.
|
32,899 | $4,489,068 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
3,301 | $1,125,707 | |
| 5 | ORCL |
Oracle Corp
|
6,329 | $927,514 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
3,524 | $672,326 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
4,318 | $503,781 | |
| 8 | FTNT |
Fortinet, Inc.
|
2,176 | $334,277 |
All Filings in PANW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,125,707 | 3,301 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $484,326 | 3,021 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $382,951 | 2,079 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $455,294 | 2,236 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $406,824 | 1,988 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $336,502 | 1,972 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||