Position in PANW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$38,093,639
+$20,356,636 QoQ
Shares Held
111,705
+1.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
2.53%
of 13F equity value
Holder Rank
#366
of 2,893 holders
Holding Since
Mar 2023
14 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, 2026Avalon Trust Co holds $117,965,028 across 12 Software - Infrastructure names. PANW ranks #2 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
208,627 | $77,822,043 | |
| 2 | PANW |
Palo Alto Networks Inc
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|
111,705 | $38,093,639 | |
| 3 | ORCL |
Oracle Corp
|
6,336 | $928,540 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
3,200 | $610,512 | |
| 5 | ZS |
Zscaler, Inc.
|
1,130 | $159,499 | |
| 6 | FTNT |
Fortinet, Inc.
|
985 | $151,315 | |
| 7 | CRWV |
CoreWeave, Inc.
|
1,034 | $102,924 | |
| 8 | NET |
Cloudflare, Inc.
|
125 | $30,660 |
All Filings in PANW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,093,639 | 111,705 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $17,737,003 | 110,635 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $13,074,147 | 70,978 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $13,841,069 | 67,975 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,910,813 | 67,977 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $12,131,309 | 71,093 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $12,692,619 | 69,755 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,769,883 | 34,435 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,746,696 | 34,650 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,852,207 | 34,675 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $9,874,056 | 33,485 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $186,379 | 795 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $203,130 | 795 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $158,793 | 795 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||