Position in PANW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,916,744
+$1,415,989 QoQ
Shares Held
8,553
-8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,196
of 2,892 holders
Holding Since
Sep 2022
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, 2026Everhart Financial Group, Inc. holds $36,241,795 across 16 Software - Infrastructure names. PANW ranks #2 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
57,855 | $21,581,072 | |
| 2 | PANW |
Palo Alto Networks Inc
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|
8,553 | $2,916,744 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
23,358 | $2,725,177 | |
| 4 | ORCL |
Oracle Corp
|
14,938 | $2,189,163 | |
| 5 | NET |
Cloudflare, Inc.
|
6,822 | $1,673,300 | |
| 6 | FTNT |
Fortinet, Inc.
|
6,719 | $1,032,172 | |
| 7 | SNPS |
Synopsys Inc
|
2,307 | $1,029,083 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
12,740 | $607,650 |
All Filings in PANW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,916,744 | 8,553 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,500,755 | 9,361 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,502,519 | 8,157 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,485,000 | 7,293 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,505,331 | 7,356 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,255,569 | 7,358 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,264,803 | 6,951 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,169,297 | 3,421 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $927,192 | 2,735 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $691,288 | 2,433 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $642,248 | 2,178 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $314,384 | 1,341 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $279,016 | 1,092 | Shares | Sole | 2023-07-13 | |
| 2022-09-30 | $306,123 | 1,869 | Shares | Sole | 2022-10-12 | |
| No filing history on record for this holder in this stock. | ||||||