Position in PANW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$23,683,497
+$12,465,586 QoQ
Shares Held
69,449
-0.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
3.28%
of 13F equity value
Holder Rank
#473
of 2,893 holders
Holding Since
Mar 2020
26 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, 2026CFM WEALTH PARTNERS LLC holds $52,626,448 across 6 Software - Infrastructure names. PANW ranks #1 (45.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
This page
|
69,449 | $23,683,497 | |
| 2 | MSFT |
Microsoft Corp
|
49,252 | $18,371,981 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
51,460 | $9,817,796 | |
| 4 | FTNT |
Fortinet, Inc.
|
2,100 | $322,602 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
1,937 | $225,989 | |
| 6 | ORCL |
Oracle Corp
|
1,396 | $204,583 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,683,497 | 69,449 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $11,217,911 | 69,972 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $13,528,200 | 73,443 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $15,687,902 | 77,045 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $14,204,880 | 69,414 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $11,789,517 | 69,090 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $12,550,691 | 68,975 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $11,636,581 | 34,045 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $11,098,170 | 32,737 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $9,204,675 | 32,396 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $8,067,327 | 27,358 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $6,444,286 | 27,488 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $7,062,551 | 27,641 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $5,521,013 | 27,641 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $3,865,118 | 27,699 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $4,555,982 | 27,816 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $4,584,255 | 9,281 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $5,786,854 | 9,296 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $5,175,639 | 9,296 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $4,523,195 | 9,443 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $3,501,971 | 9,438 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,039,604 | 9,438 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,354,172 | 9,438 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,438,446 | 9,963 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,288,200 | 9,963 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,636,650 | 9,982 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||