Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,488,960
New position
Shares Held
28,000
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 27.82142857142857.ToString("F0")%
Shared 0.ToString("F0")%
None 72.17857142857143.ToString("F0")%
Position in Software - Infrastructure
Technology · as of Mar 31, 2026CSM Advisors, LLC holds $144,597,672 across 12 Software - Infrastructure names. PANW ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
239,938 | $88,817,849 | |
| 2 | NTCT |
Netscout Systems Inc
|
460,316 | $14,633,445 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
78,528 | $11,487,075 | |
| 4 | ORCL |
Oracle Corp
|
58,109 | $8,548,414 | |
| 5 | BAND |
Bandwidth Inc.
|
433,988 | $7,733,666 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
28,000 | $4,488,960 | |
| 7 | OSPN |
OneSpan Inc.
|
341,330 | $3,594,204 | |
| 8 | TDC |
Teradata Corp /De/
|
124,085 | $3,180,298 |
All Filings in PANW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,488,960 | 28,000 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||