Position in PANW
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$715,800
-$505,678 QoQ
Shares Held
2,099
-72.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,855
of 2,893 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026STABLEFORD CAPITAL II LLC holds $16,323,151 across 8 Software - Infrastructure names. PANW ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
30,202 | $11,265,950 | |
| 2 | NET |
Cloudflare, Inc.
|
5,353 | $1,312,983 | |
| 3 | OKTA |
Okta, Inc.
|
9,025 | $1,231,461 | |
| 4 | MDB |
MongoDB, Inc.
|
2,162 | $726,215 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
2,099 | $715,800 | |
| 6 | ORCL |
Oracle Corp
|
4,454 | $652,733 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
2,013 | $234,856 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
3,840 | $183,153 |
All Filings in PANW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $715,800 | 2,099 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $1,221,478 | 7,619 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $834,610 | 4,531 | Shares | Sole | 2026-01-13 | |
| No filing history on record for this holder in this stock. | ||||||