Whelan Financial

Position in PANW — Palo Alto Networks Inc

CIK 1894921 FRESNO, CA

Position in PANW

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$506,755

+$250,083 QoQ

Shares Held

1,486

-7.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#2,053

of 2,893 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Whelan Financial holds $5,817,034 across 5 Software - Infrastructure names. PANW ranks #2 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	12,341	$4,603,439
2	PANW	Palo Alto Networks Inc This page	1,486	$506,755
3	ORCL	Oracle Corp	2,814	$412,391
4	SNPS	Synopsys Inc	498	$222,142
5	CRWD	CrowdStrike Holdings, Inc.	1,516	$72,307

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$506,755	1,486	-7.2%	Shares	Sole	2026-07-24
2026-03-31	$256,672	1,601	-20.2%	Shares	Sole	2026-04-24
2025-12-31	$369,505	2,006	+4.9%	Shares	Sole	2026-02-02
2025-09-30	$389,525	1,913	+14.5%	Shares	Sole	2025-10-29
2025-06-30	$341,953	1,671	+20.2%	Shares	Sole	2025-07-21
2025-03-31	$237,189	1,390	+19.4%	Shares	Sole	2025-04-29
2024-12-31	$211,801	1,164	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.