Position in PANW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$83,549
+$49,401 QoQ
Shares Held
245
+15.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,713
of 2,893 holders
Holding Since
Dec 2024
7 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, 2026Millstone Evans Group, LLC holds $9,797,705 across 12 Software - Infrastructure names. PANW ranks #3 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
17,326 | $6,462,944 | |
| 2 | ORCL |
Oracle Corp
|
20,872 | $3,058,791 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
245 | $83,549 | |
| 4 | NTAP |
NetApp, Inc.
|
508 | $78,618 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
400 | $76,314 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
105 | $12,250 | |
| 7 | CCSI |
Consensus Cloud Solutions, Inc.
|
211 | $8,049 | |
| 8 | TOST |
Toast, Inc.
|
250 | $6,955 |
All Filings in PANW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,549 | 245 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $34,148 | 213 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $39,234 | 213 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $43,371 | 213 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $26,398 | 129 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,798 | 75 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $8,734 | 48 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||