Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,063,723
+$1,671,184 QoQ
Shares Held
8,984
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,177
of 2,893 holders
Holding Since
Sep 2020
23 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, 2026NFSG Corp holds $81,760,587 across 29 Software - Infrastructure names. PANW ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWD |
CrowdStrike Holdings, Inc.
|
139,520 | $26,618,323 | |
| 2 | MSFT |
Microsoft Corp
|
44,096 | $16,448,689 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
87,942 | $10,260,193 | |
| 4 | ORCL |
Oracle Corp
|
59,029 | $8,650,699 | |
| 5 | CRWV |
CoreWeave, Inc.
|
68,048 | $6,773,497 | |
| 6 | NET |
Cloudflare, Inc.
|
22,318 | $5,474,159 | |
| 7 | PANW |
Palo Alto Networks Inc
This page
|
8,984 | $3,063,723 | |
| 8 | SNPS |
Synopsys Inc
|
4,727 | $2,108,572 |
All Filings in PANW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,063,723 | 8,984 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,392,539 | 8,686 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,556,490 | 8,450 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,298,891 | 6,379 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,349,805 | 6,596 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,133,220 | 6,641 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,323,940 | 7,276 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $1,212,638 | 3,577 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $1,299,042 | 4,572 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $861,049 | 2,920 | Shares | Sole | 2024-03-28 | |
| 2023-09-30 | $647,523 | 2,762 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $488,024 | 1,910 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $397,882 | 1,992 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $277,963 | 1,992 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $307,597 | 1,878 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $299,327 | 606 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $371,638 | 597 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $356,883 | 641 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $299,374 | 625 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $231,906 | 625 | Shares | Sole | 2021-09-07 | |
| 2021-03-31 | $206,118 | 640 | Shares | Sole | 2021-09-07 | |
| 2020-12-31 | $231,003 | 650 | Shares | Sole | 2021-09-07 | |
| 2020-09-30 | $159,087 | 650 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||