Sun Financial Inc

Position in PANW — Palo Alto Networks Inc

CIK 2067342 MIDVALE, UT

Position in PANW

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$702,160

-$425,691 QoQ

Shares Held

2,059

-70.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#1,862

of 2,891 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Sun Financial Inc holds $8,226,925 across 5 Software - Infrastructure names. PANW ranks #5 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRWD	CrowdStrike Holdings, Inc.	13,560	$2,587,044
2	MSFT	Microsoft Corp	6,133	$2,287,731
3	ORCL	Oracle Corp	9,221	$1,351,337
4	PLTR	Palantir Technologies Inc.	11,131	$1,298,653
5	PANW	Palo Alto Networks Inc This page	2,059	$702,160

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$702,160	2,059	-70.7%	Shares	Sole	2026-08-12
2026-03-31	$1,127,851	7,035	+5.8%	Shares	Sole	2026-05-15
2025-12-31	$1,225,298	6,652	—	Shares	Sole	2026-02-02
No filing history on record for this holder in this stock.