Position in PANW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,728
+$1,446 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,877
of 2,893 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Richard W. Paul & Associates, LLC holds $4,922,309 across 7 Software - Infrastructure names. PANW ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,839 | $4,416,183 | |
| 2 | ORCL |
Oracle Corp
|
2,522 | $369,599 | |
| 3 | NET |
Cloudflare, Inc.
|
266 | $65,244 | |
| 4 | CRWV |
CoreWeave, Inc.
|
576 | $57,335 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
48 | $9,157 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
8 | $2,728 | |
| 7 | TWLO |
Twilio Inc
|
10 | $2,063 |
All Filings in PANW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,728 | 8 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,282 | 8 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,473 | 8 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,628 | 8 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,637 | 8 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,365 | 8 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $19,651 | 108 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $20,508 | 60 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $37,291 | 110 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $32,106 | 113 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $250,648 | 850 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||