Position in PANW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,471,371
+$1,285,965 QoQ
Shares Held
7,247
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,278
of 2,893 holders
Holding Since
Jun 2023
13 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, 2026Berger Financial Group, Inc holds $50,144,693 across 8 Software - Infrastructure names. PANW ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
38,384 | $14,317,999 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
71,912 | $13,719,730 | |
| 3 | FFIV |
F5, Inc.
|
22,293 | $9,272,996 | |
| 4 | NTAP |
NetApp, Inc.
|
33,808 | $5,232,126 | |
| 5 | FTNT |
Fortinet, Inc.
|
23,599 | $3,625,278 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
7,247 | $2,471,371 | |
| 7 | ORCL |
Oracle Corp
|
6,803 | $996,979 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
4,356 | $508,214 |
All Filings in PANW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,471,371 | 7,247 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,185,406 | 7,394 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,387,210 | 7,531 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,570,724 | 7,714 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,586,369 | 7,752 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,316,316 | 7,714 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,403,639 | 7,714 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $575,249 | 1,683 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $503,429 | 1,485 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $331,863 | 1,168 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $331,445 | 1,124 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $261,635 | 1,116 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $256,021 | 1,002 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||