Position in PANW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,097,825
+$1,748,572 QoQ
Shares Held
9,084
+7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,174
of 2,904 holders
Holding Since
Dec 2020
22 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, 2026Symphony Financial, Ltd. Co. holds $31,682,085 across 9 Software - Infrastructure names. PANW ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
51,587 | $19,242,982 | |
| 2 | ORCL |
Oracle Corp
|
25,170 | $3,688,663 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
9,084 | $3,097,825 | |
| 4 | FTNT |
Fortinet, Inc.
|
17,662 | $2,713,236 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
11,982 | $1,397,939 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
4,612 | $879,900 | |
| 7 | SNPS |
Synopsys Inc
|
603 | $268,980 | |
| 8 | VRSN |
Verisign Inc/Ca
|
797 | $200,493 |
All Filings in PANW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,097,825 | 9,084 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,349,253 | 8,416 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,594,435 | 8,656 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,754,186 | 8,615 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,023,480 | 9,888 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $1,618,170 | 8,893 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,509,153 | 7,341 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,697,163 | 7,956 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,947,142 | 6,853 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,868,654 | 6,337 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,497,368 | 6,387 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,434,177 | 5,613 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $865,872 | 4,335 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $474,156 | 3,398 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $629,117 | 3,841 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $668,794 | 1,354 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,183,391 | 1,901 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $725,458 | 1,303 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $379,367 | 792 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $411,494 | 1,109 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $395,811 | 1,229 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $270,807 | 762 | Shares | Sole | 2021-01-13 | |
| No filing history on record for this holder in this stock. | ||||||