Position in PANW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,638,601
+$696,401 QoQ
Shares Held
4,805
-18.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,466
of 2,891 holders
Holding Since
Mar 2023
14 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, 2026Galvin, Gaustad & Stein, LLC holds $30,801,048 across 6 Software - Infrastructure names. PANW ranks #2 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
72,151 | $26,913,766 | |
| 2 | PANW |
Palo Alto Networks Inc
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|
4,805 | $1,638,601 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
5,684 | $1,084,421 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
4,946 | $577,049 | |
| 5 | ORCL |
Oracle Corp
|
2,485 | $364,176 | |
| 6 | SNPS |
Synopsys Inc
|
500 | $223,035 |
All Filings in PANW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,638,601 | 4,805 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $942,200 | 5,877 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,158,986 | 6,292 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $996,109 | 4,892 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $880,361 | 4,302 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $537,857 | 3,152 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $628,125 | 3,452 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $596,099 | 1,744 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $642,084 | 1,894 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $525,640 | 1,850 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $626,325 | 2,124 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $342,047 | 1,459 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $334,462 | 1,309 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $211,524 | 1,059 | Shares | Sole | 2023-04-17 | |
| No filing history on record for this holder in this stock. | ||||||