Position in PANW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,263,690
+$1,384,977 QoQ
Shares Held
6,638
+21.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,320
of 2,893 holders
Holding Since
Mar 2024
3 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, 2026Zhang Financial LLC holds $34,644,615 across 6 Software - Infrastructure names. PANW ranks #2 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
76,072 | $28,376,377 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
6,638 | $2,263,690 | |
| 3 | FTNT |
Fortinet, Inc.
|
8,681 | $1,333,575 | |
| 4 | ORCL |
Oracle Corp
|
7,434 | $1,089,452 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
8,290 | $967,194 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
3,220 | $614,327 |
All Filings in PANW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,263,690 | 6,638 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $878,713 | 5,481 | Shares | Sole | 2026-05-06 | |
| 2024-03-31 | $224,462 | 790 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||