Position in PANW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$883,241
-$11,344 QoQ
Shares Held
2,590
-53.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,763
of 2,904 holders
Holding Since
Dec 2020
17 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, 2026SkyOak Wealth, LLC holds $10,121,385 across 8 Software - Infrastructure names. PANW ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
14,876 | $5,549,045 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
8,682 | $1,012,928 | |
| 3 | ORCL |
Oracle Corp
|
6,200 | $908,610 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
4,708 | $898,215 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
2,590 | $883,241 | |
| 6 | FFIV |
F5, Inc.
|
974 | $405,145 | |
| 7 | TWLO |
Twilio Inc
|
1,133 | $233,771 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,500 | $230,430 |
All Filings in PANW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $883,241 | 2,590 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $894,585 | 5,580 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $985,470 | 5,350 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $743,213 | 3,650 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $585,270 | 2,860 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $453,902 | 2,660 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $265,661 | 1,460 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $255,666 | 748 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $262,054 | 773 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $410,283 | 1,444 | Shares | Sole | 2024-04-29 | |
| 2023-06-30 | $646,951 | 2,532 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $505,741 | 2,532 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $492,855 | 3,532 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $578,506 | 3,532 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $416,885 | 844 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $339,268 | 545 | Shares | Sole | 2022-04-18 | |
| 2020-12-31 | $239,177 | 673 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||