Position in PANW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,010,994
+$1,643,220 QoQ
Shares Held
5,897
+157.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,378
of 2,893 holders
Holding Since
Mar 2024
8 quarters on record
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Simplicity Wealth,LLC holds $51,439,329 across 12 Software - Infrastructure names. PANW ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
85,761 | $31,990,568 | |
| 2 | ORCL |
Oracle Corp
|
50,546 | $7,407,516 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
49,910 | $5,822,999 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
11,756 | $2,242,868 | |
| 5 | PANW |
Palo Alto Networks Inc
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|
5,897 | $2,010,994 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,439 | $374,679 | |
| 7 | IIIV |
i3 Verticals, Inc.
|
14,663 | $313,201 | |
| 8 | XYZ |
Block, Inc.
|
4,048 | $307,648 |
All Filings in PANW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,010,994 | 5,897 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $367,774 | 2,294 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $392,161 | 2,129 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $357,556 | 1,756 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $526,334 | 2,572 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $223,879 | 1,312 | Shares | Sole | 2025-04-15 | |
| 2024-06-30 | $2,078,470 | 6,131 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,644,544 | 5,788 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||