Talbot Financial, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1966180 BELLEVUE, WA

Position in PANW

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$25,171,368

+$13,448,930 QoQ

Shares Held

73,812

+0.9% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

1.98%

of 13F equity value

Holder Rank

#455

of 2,893 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Talbot Financial, LLC holds $147,348,866 across 4 Software - Infrastructure names. PANW ranks #2 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	271,136	$101,139,150
2	PANW	Palo Alto Networks Inc This page	73,812	$25,171,368
3	SNPS	Synopsys Inc	38,499	$17,173,248
4	FFIV	F5, Inc.	9,292	$3,865,100

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,171,368	73,812	+0.9%	Shares	Sole	2026-07-14
2026-03-31	$11,722,438	73,119	—	Shares	Sole	2026-04-13
No filing history on record for this holder in this stock.