Position in PANW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,216,582
+$2,798,957 QoQ
Shares Held
15,297
+1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#977
of 2,893 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Caldwell Trust Co holds $40,690,696 across 12 Software - Infrastructure names. PANW ranks #2 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
76,644 | $28,589,744 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
15,297 | $5,216,582 | |
| 3 | ORCL |
Oracle Corp
|
33,114 | $4,852,856 | |
| 4 | FTNT |
Fortinet, Inc.
|
4,160 | $639,059 | |
| 5 | NTAP |
NetApp, Inc.
|
4,080 | $631,420 | |
| 6 | SNPS |
Synopsys Inc
|
669 | $298,420 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,260 | $240,389 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
950 | $110,836 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,216,582 | 15,297 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,417,625 | 15,080 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,757,105 | 14,968 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,067,535 | 15,065 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,067,348 | 14,989 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $2,575,810 | 15,095 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $2,557,447 | 14,055 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $2,789,429 | 8,161 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $2,719,877 | 8,023 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $2,134,384 | 7,512 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $1,869,244 | 6,339 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $1,425,864 | 6,082 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $1,580,584 | 6,186 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $1,157,093 | 5,793 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $844,496 | 6,052 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $983,395 | 6,004 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $916,258 | 1,855 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $1,098,107 | 1,764 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $949,832 | 1,706 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $675,868 | 1,411 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $353,239 | 952 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $218,678 | 679 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $188,001 | 529 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $129,472 | 529 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $129,074 | 562 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $92,145 | 562 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||