Position in PANW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,894,107
+$2,141,970 QoQ
Shares Held
11,419
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,073
of 2,893 holders
Holding Since
Jun 2020
25 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, 2026Leelyn Smith, LLC holds $26,263,196 across 9 Software - Infrastructure names. PANW ranks #2 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
32,799 | $12,234,682 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
11,419 | $3,894,107 | |
| 3 | FTNT |
Fortinet, Inc.
|
21,362 | $3,281,630 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
17,055 | $1,989,806 | |
| 5 | NET |
Cloudflare, Inc.
|
6,725 | $1,649,508 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
26,676 | $1,272,345 | |
| 7 | ZS |
Zscaler, Inc.
|
8,735 | $1,232,945 | |
| 8 | NN |
Nextnav Inc.
|
20,358 | $362,983 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,894,107 | 11,419 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,752,137 | 10,929 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,951,783 | 10,596 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,063,892 | 10,136 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,044,353 | 9,990 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,697,356 | 9,947 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,806,680 | 9,929 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,726,090 | 5,050 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,738,443 | 5,128 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,456,450 | 5,126 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,521,875 | 5,161 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,250,034 | 5,332 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,382,820 | 5,412 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,072,404 | 5,369 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $763,004 | 5,468 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $581,454 | 3,550 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $914,776 | 1,852 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,307,893 | 2,101 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,185,898 | 2,130 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $992,487 | 2,072 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $712,416 | 1,920 | Shares | Sole | 2021-08-31 | |
| 2021-03-31 | $925,601 | 2,874 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $968,438 | 2,725 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $2,447 | 10 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,296 | 10 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||