Heritage Family Offices, LLP

Family Office

Position in PANW — Palo Alto Networks Inc

CIK 2019316 SCOTTSDALE, AZ

Position in PANW

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$279,295

New position

Shares Held

819

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#2,443

of 2,893 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Heritage Family Offices, LLP holds $5,614,080 across 5 Software - Infrastructure names. PANW ranks #4 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	11,842	$4,417,302
2	ORCL	Oracle Corp	2,355	$345,125
3	PLTR	Palantir Technologies Inc.	2,778	$324,109
4	PANW	Palo Alto Networks Inc This page	819	$279,295
5	FTNT	Fortinet, Inc.	1,616	$248,249

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$279,295	819	—	Shares	Sole	2026-07-29
No filing history on record for this holder in this stock.