Position in PANW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,403,109
+$6,710,872 QoQ
Shares Held
39,303
-5.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.17%
of 13F equity value
Holder Rank
#620
of 2,893 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Fortis Capital Management LLC holds $158,477,198 across 8 Software - Infrastructure names. PANW ranks #2 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
372,894 | $139,096,919 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
39,303 | $13,403,109 | |
| 3 | ORCL |
Oracle Corp
|
23,243 | $3,406,261 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
9,420 | $1,099,031 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,380 | $644,853 | |
| 6 | FFIV |
F5, Inc.
|
1,016 | $422,615 | |
| 7 | NET |
Cloudflare, Inc.
|
826 | $202,601 | |
| 8 | OKTA |
Okta, Inc.
|
1,479 | $201,809 |
All Filings in PANW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,403,109 | 39,303 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,692,237 | 41,743 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,362,289 | 39,969 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,650,614 | 37,573 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,255,715 | 35,456 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,141,212 | 30,129 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $244,008 | 1,341 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||