Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,340,420
+$2,010,132 QoQ
Shares Held
6,863
+325.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#1,304
of 2,893 holders
Holding Since
Dec 2024
4 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, 2026Fi3 FINANCIAL ADVISORS, LLC holds $9,478,043 across 11 Software - Infrastructure names. PANW ranks #1 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
This page
|
6,863 | $2,340,420 | |
| 2 | MSFT |
Microsoft Corp
|
4,089 | $1,525,278 | |
| 3 | NET |
Cloudflare, Inc.
|
4,556 | $1,117,495 | |
| 4 | VRSN |
Verisign Inc/Ca
|
4,294 | $1,080,198 | |
| 5 | FTNT |
Fortinet, Inc.
|
5,761 | $885,004 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
4,364 | $832,585 | |
| 7 | MDB |
MongoDB, Inc.
|
1,777 | $596,894 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
4,484 | $523,148 |
All Filings in PANW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,340,420 | 6,863 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $330,288 | 1,614 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $290,258 | 1,701 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $697,270 | 3,832 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||