Cassaday & Co Wealth Management LLC

Position in PANW — Palo Alto Networks Inc

CIK 1963612 MCLEAN, VA

Position in PANW

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,227,542

+$1,180,493 QoQ

Shares Held

6,532

+0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,337

of 2,905 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $36,334,658 across 29 Software - Infrastructure names. PANW ranks #3 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	71,044	$26,500,832
2	ORCL	Oracle Corp	15,825	$2,319,153
3	PANW	Palo Alto Networks Inc This page	6,532	$2,227,542
4	PLTR	Palantir Technologies Inc.	18,489	$2,157,111
5	CRWD	CrowdStrike Holdings, Inc.	5,296	$1,010,397
6	FTNT	Fortinet, Inc.	5,270	$809,577
7	TLS	Telos Corp	157,650	$725,190
8	CHKP	Check Point Software Technologies Ltd	1,631	$214,362

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,227,542	6,532	+0.0%	Shares	Sole	2026-08-10
2026-03-31	$1,047,049	6,531	-0.7%	Shares	Sole	2026-05-07
2025-12-31	$1,211,299	6,576	+12.5%	Shares	Sole	2026-02-03
2025-09-30	$1,190,158	5,845	+0.9%	Shares	Sole	2025-11-07
2025-06-30	$1,185,479	5,793	+3.4%	Shares	Sole	2025-08-05
2025-03-31	$955,584	5,600	-2.1%	Shares	Sole	2025-05-05
2024-12-31	$1,040,811	5,720	+226.1%	Shares	Sole	2025-02-03
2024-09-30	$599,517	1,754	+2.7%	Shares	Sole	2024-11-07
2024-06-30	$579,029	1,708	+10.3%	Shares	Sole	2024-07-30
2024-03-31	$439,833	1,548	+1.4%	Shares	Sole	2024-05-08
2023-12-31	$450,281	1,527	+20.3%	Shares	Sole	2024-02-14
2023-09-30	$297,504	1,269	+1.4%	Shares	Sole	2023-11-06
2023-06-30	$319,643	1,251	—	Shares	Sole	2023-08-07
No filing history on record for this holder in this stock.