Position in PANW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,388,292
+$927,853 QoQ
Shares Held
4,071
+41.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,543
of 2,893 holders
Holding Since
Sep 2022
11 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Soltis Investment Advisors LLC holds $106,377,447 across 16 Software - Infrastructure names. PANW ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
226,152 | $84,359,219 | |
| 2 | NET |
Cloudflare, Inc.
|
32,451 | $7,959,581 | |
| 3 | ORCL |
Oracle Corp
|
35,449 | $5,195,050 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
10,680 | $2,037,583 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
15,860 | $1,850,386 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
4,071 | $1,388,292 | |
| 7 | FTNT |
Fortinet, Inc.
|
5,183 | $796,212 | |
| 8 | SNPS |
Synopsys Inc
|
1,104 | $492,461 |
All Filings in PANW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,388,292 | 4,071 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $460,439 | 2,872 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $814,348 | 4,421 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $1,051,697 | 5,165 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,054,714 | 5,154 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $633,074 | 3,710 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $211,801 | 1,164 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $5,826,664 | 17,047 | Shares | Sole | 2025-01-03 | |
| 2023-03-31 | $3,009,882 | 15,069 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,883,510 | 13,498 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $858,914 | 5,244 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||