Position in PANW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$239,396
New position
Shares Held
702
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,528
of 2,893 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Beaumont Financial Advisors, LLC holds $45,959,892 across 7 Software - Infrastructure names. PANW ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
110,877 | $41,359,338 | |
| 2 | TOST |
Toast, Inc.
|
65,005 | $1,808,439 | |
| 3 | ORCL |
Oracle Corp
|
10,471 | $1,534,525 | |
| 4 | CHKP |
Check Point Software Technologies Ltd
|
3,172 | $416,895 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,254 | $346,259 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
2,186 | $255,040 | |
| 7 | PANW |
Palo Alto Networks Inc
This page
|
702 | $239,396 |
All Filings in PANW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,396 | 702 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||