Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,294,159
+$4,805,199 QoQ
Shares Held
27,254
-2.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#724
of 2,893 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CSM Advisors, LLC holds $135,063,797 across 12 Software - Infrastructure names. PANW ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
121,715 | $45,402,129 | |
| 2 | NTCT |
Netscout Systems Inc
|
482,271 | $21,002,902 | |
| 3 | NTAP |
NetApp, Inc.
|
109,901 | $17,008,278 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
27,254 | $9,294,159 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
74,938 | $8,743,016 | |
| 6 | ORCL |
Oracle Corp
|
57,624 | $8,444,797 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
35,704 | $6,811,787 | |
| 8 | BAND |
Bandwidth Inc.
|
102,923 | $6,515,025 |
All Filings in PANW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,294,159 | 27,254 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,488,960 | 28,000 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||