OPINICUS CAPITAL, INC.

Position in PANW — Palo Alto Networks Inc

CIK 2009743 TAMPA, FL

Position in PANW

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,091,134

+$1,085,447 QoQ

Shares Held

6,132

-2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.50%

of 13F equity value

Holder Rank

#1,363

of 2,893 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

OPINICUS CAPITAL, INC. holds $9,970,342 across 5 Software - Infrastructure names. PANW ranks #2 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	17,420	$6,498,008
2	PANW	Palo Alto Networks Inc This page	6,132	$2,091,134
3	CRWD	CrowdStrike Holdings, Inc.	17,604	$839,644
4	FTNT	Fortinet, Inc.	1,837	$282,199
5	PLTR	Palantir Technologies Inc.	2,223	$259,357

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,091,134	6,132	-2.2%	Shares	Sole	2026-07-27
2026-03-31	$1,005,687	6,273	+17.0%	Shares	Sole	2026-05-05
2025-12-31	$987,496	5,361	+7.6%	Shares	Sole	2026-02-04
2025-09-30	$1,014,842	4,984	+6.9%	Shares	Sole	2025-11-06
2025-06-30	$954,031	4,662	+10.2%	Shares	Sole	2025-08-08
2025-03-31	$721,807	4,230	+4.8%	Shares	Sole	2025-04-16
2024-12-31	$734,390	4,036	+88.8%	Shares	Sole	2025-01-28
2024-09-30	$730,768	2,138	+1.5%	Shares	Sole	2024-11-04
2024-06-30	$714,294	2,107	+21.3%	Shares	Sole	2024-07-22
2024-03-31	$493,533	1,737	+11.8%	Shares	Sole	2024-04-16
2023-12-31	$458,243	1,554	—	Shares	Sole	2024-02-05
No filing history on record for this holder in this stock.