Position in PANW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$38,648,819
+$19,477,914 QoQ
Shares Held
113,333
-5.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#367
of 2,904 holders
Holding Since
Mar 2023
14 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, 2026DAYMARK WEALTH PARTNERS, LLC holds $198,256,816 across 18 Software - Infrastructure names. PANW ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
332,878 | $124,170,151 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
113,333 | $38,648,819 | |
| 3 | ORCL |
Oracle Corp
|
137,328 | $20,125,418 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
27,076 | $5,165,694 | |
| 5 | FTNT |
Fortinet, Inc.
|
15,073 | $2,315,514 | |
| 6 | NTAP |
NetApp, Inc.
|
11,289 | $1,747,085 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
13,146 | $1,533,743 | |
| 8 | NET |
Cloudflare, Inc.
|
5,885 | $1,443,472 |
All Filings in PANW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,648,819 | 113,333 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $19,170,905 | 119,579 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,277,742 | 39,510 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,462,602 | 7,183 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $888,546 | 4,342 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $456,632 | 2,676 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $458,175 | 2,518 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $535,258 | 1,566 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $485,123 | 1,431 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $390,394 | 1,374 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $373,612 | 1,267 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $295,863 | 1,262 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $372,533 | 1,458 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $279,236 | 1,398 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||