Position in PANW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$469,584
+$149,586 QoQ
Shares Held
1,377
-31.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,104
of 2,891 holders
Holding Since
Mar 2024
10 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, 2026Fortis Group Advisors, LLC holds $12,761,169 across 10 Software - Infrastructure names. PANW ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,431 | $4,263,991 | |
| 2 | NET |
Cloudflare, Inc.
|
10,759 | $2,638,967 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
13,025 | $1,519,626 | |
| 4 | ZETA |
Zeta Global Holdings Corp.
|
65,179 | $1,282,722 | |
| 5 | ORCL |
Oracle Corp
|
8,115 | $1,189,252 | |
| 6 | CRWV |
CoreWeave, Inc.
|
9,305 | $926,219 | |
| 7 | PANW |
Palo Alto Networks Inc
This page
|
1,377 | $469,584 | |
| 8 | CORZ |
Core Scientific, Inc./tx
|
10,645 | $272,405 |
All Filings in PANW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,584 | 1,377 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $319,998 | 1,996 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $367,663 | 1,996 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $546,923 | 2,686 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $548,844 | 2,682 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $456,973 | 2,678 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $510,579 | 2,806 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $475,785 | 1,392 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $752,941 | 2,221 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $669,410 | 2,356 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||