Position in PANW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$16,381,236
+$8,479,865 QoQ
Shares Held
48,036
-2.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.70%
of 13F equity value
Holder Rank
#573
of 2,893 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Colonial Trust Co / SC holds $48,285,026 across 23 Software - Infrastructure names. PANW ranks #2 (33.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
62,745 | $23,405,139 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
48,036 | $16,381,236 | |
| 3 | ORCL |
Oracle Corp
|
47,623 | $6,979,150 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,400 | $457,884 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
3,602 | $420,245 | |
| 6 | SNPS |
Synopsys Inc
|
537 | $239,539 | |
| 7 | FTNT |
Fortinet, Inc.
|
754 | $115,829 | |
| 8 | NTAP |
NetApp, Inc.
|
717 | $110,962 |
All Filings in PANW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,381,236 | 48,036 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,901,371 | 49,285 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,702,897 | 47,247 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,305,026 | 45,698 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,848,838 | 43,241 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,450,142 | 43,660 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,884,508 | 43,331 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,173,698 | 20,988 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,948,009 | 20,495 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,580,313 | 19,640 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,541,679 | 18,793 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,354,254 | 18,573 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,788,768 | 18,742 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,783,475 | 18,942 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,693,540 | 19,303 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,029,296 | 18,495 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||