Position in PANW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$278,613
+$152,121 QoQ
Shares Held
817
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,457
of 2,910 holders
Holding Since
Dec 2022
14 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, 2026Cornerstone Planning Group LLC holds $3,404,123 across 46 Software - Infrastructure names. PANW ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,285 | $1,971,410 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
2,568 | $489,935 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
817 | $278,613 | |
| 4 | ORCL |
Oracle Corp
|
771 | $112,990 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
604 | $70,468 | |
| 6 | NET |
Cloudflare, Inc.
|
253 | $62,055 | |
| 7 | ZETA |
Zeta Global Holdings Corp.
|
2,167 | $42,646 | |
| 8 | TOST |
Toast, Inc.
|
1,529 | $42,536 |
All Filings in PANW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,613 | 817 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $126,492 | 789 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $136,308 | 740 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,974 | 140 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $163,507 | 799 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $148,798 | 872 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $68,962 | 379 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $70,069 | 205 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $74,582 | 220 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $73,021 | 257 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $97,015 | 329 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $68,222 | 291 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $77,930 | 305 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $38,233 | 274 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||