Position in PANW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$765,589
+$440,781 QoQ
Shares Held
2,245
+10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,825
of 2,911 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SmartHarvest Portfolios, LLC holds $12,738,774 across 10 Software - Infrastructure names. PANW ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
21,156 | $7,891,611 | |
| 2 | ORCL |
Oracle Corp
|
7,092 | $1,039,332 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
7,674 | $895,325 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
4,216 | $804,349 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
2,245 | $765,589 | |
| 6 | SNPS |
Synopsys Inc
|
998 | $445,177 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,077 | $319,068 | |
| 8 | IOT |
Samsara Inc.
|
9,460 | $306,787 |
All Filings in PANW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $765,589 | 2,245 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $324,808 | 2,026 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $499,366 | 2,711 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||