Position in PANW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$6,031,620
-$2,824 QoQ
Shares Held
17,687
-53.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#907
of 2,893 holders
Holding Since
Jun 2021
21 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, 2026KMG FIDUCIARY PARTNERS, LLC holds $74,954,923 across 6 Software - Infrastructure names. PANW ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
117,102 | $43,681,388 | |
| 2 | FTNT |
Fortinet, Inc.
|
64,550 | $9,916,171 | |
| 3 | ORCL |
Oracle Corp
|
65,350 | $9,577,042 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
17,687 | $6,031,620 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
42,464 | $4,954,274 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
16,656 | $794,428 |
All Filings in PANW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,031,620 | 17,687 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $6,034,444 | 37,640 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,003,099 | 38,019 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $8,181,044 | 40,178 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $7,909,336 | 38,650 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $6,445,243 | 37,771 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $5,887,315 | 32,355 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,289,013 | 15,474 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $5,012,601 | 14,786 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,268,209 | 7,983 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,752,766 | 5,944 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,342,637 | 5,727 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,368,000 | 5,354 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,189,251 | 5,954 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $384,293 | 2,754 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $430,440 | 2,628 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $440,594 | 892 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,148,531 | 1,845 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $1,920,821 | 3,450 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,624,288 | 3,391 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $205,932 | 555 | Shares | Sole | 2021-07-20 | |
| No filing history on record for this holder in this stock. | ||||||