Position in PANW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,069
-$2,242,697 QoQ
Shares Held
9
-99.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,874
of 2,893 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GoalVest Advisory LLC holds $6,278,541 across 10 Software - Infrastructure names. PANW ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,357 | $4,609,408 | |
| 2 | CORZ |
Core Scientific, Inc./tx
|
40,100 | $1,026,159 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
2,888 | $336,942 | |
| 4 | SNPS |
Synopsys Inc
|
355 | $158,354 | |
| 5 | ORCL |
Oracle Corp
|
795 | $116,507 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
508 | $24,229 | |
| 7 | PANW |
Palo Alto Networks Inc
This page
|
9 | $3,069 | |
| 8 | DOX |
Amdocs Ltd
|
51 | $2,577 |
All Filings in PANW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,069 | 9 | Shares | Sole | 2026-07-09 | |
| 2025-12-31 | $2,245,766 | 12,192 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $2,219,254 | 10,899 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $165,349 | 808 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $65,867 | 386 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $69,508 | 382 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $96,729 | 283 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $95,939 | 283 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $82,397 | 290 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $79,912 | 271 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $60,016 | 256 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $119,834 | 469 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $90,881 | 455 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $353,594 | 2,534 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $392,604 | 2,397 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $488,012 | 988 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $634,337 | 1,019 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||