Lewis Asset Management, LLC

Position in PANW — Palo Alto Networks Inc

CIK 2004520 LAFAYETTE, CA

Position in PANW

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$964,404

+$86,652 QoQ

Shares Held

2,828

-48.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#1,720

of 2,893 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Lewis Asset Management, LLC holds $10,685,908 across 6 Software - Infrastructure names. PANW ranks #3 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	14,864	$5,544,569
2	ORCL	Oracle Corp	19,010	$2,785,915
3	PANW	Palo Alto Networks Inc This page	2,828	$964,404
4	CRWD	CrowdStrike Holdings, Inc.	19,616	$935,609
5	NET	Cloudflare, Inc.	1,004	$246,261
6	TOST	Toast, Inc.	7,518	$209,150

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$964,404	2,828	-48.3%	Shares	Sole	2026-07-21
2026-03-31	$877,752	5,475	+45.4%	Shares	Sole	2026-04-21
2025-12-31	$693,513	3,765	-0.4%	Shares	Sole	2026-01-15
2025-09-30	$769,479	3,779	+17.9%	Shares	Sole	2025-10-20
2025-06-30	$655,666	3,204	+47.9%	Shares	Sole	2025-07-14
2025-03-31	$369,776	2,167	+0.0%	Shares	Sole	2025-05-05
2024-12-31	$394,125	2,166	+100.2%	Shares	Sole	2025-01-23
2024-09-30	$369,827	1,082	+10.1%	Shares	Sole	2024-10-31
2024-06-30	$333,246	983	—	Shares	Sole	2024-07-30
No filing history on record for this holder in this stock.