Position in PANW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$347,499
+$206,739 QoQ
Shares Held
1,019
+16.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,293
of 2,893 holders
Holding Since
Mar 2023
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, 2026TFC Financial Management, Inc. holds $6,482,073 across 26 Software - Infrastructure names. PANW ranks #2 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,703 | $5,857,533 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
1,019 | $347,499 | |
| 3 | NET |
Cloudflare, Inc.
|
440 | $107,923 | |
| 4 | FTNT |
Fortinet, Inc.
|
438 | $67,285 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
338 | $39,434 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
460 | $21,940 | |
| 7 | ORCL |
Oracle Corp
|
108 | $15,827 | |
| 8 | NTNX |
Nutanix, Inc.
|
100 | $5,096 |
All Filings in PANW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,499 | 1,019 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $140,760 | 878 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $76,627 | 416 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $96,923 | 476 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $97,408 | 476 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $92,486 | 542 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $88,614 | 487 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $91,944 | 269 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $13,560 | 40 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,704 | 6 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $884 | 3 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $937 | 4 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,277 | 5 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $199 | 1 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||