Position in PANW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,520,819
+$1,402,267 QoQ
Shares Held
7,392
+5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.58%
of 13F equity value
Holder Rank
#1,267
of 2,885 holders
Holding Since
Sep 2025
4 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, 2026Portus Wealth Advisors, LLC holds $4,231,488 across 2 Software - Infrastructure names. PANW ranks #1 (59.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
This page
|
7,392 | $2,520,819 | |
| 2 | MSFT |
Microsoft Corp
|
4,586 | $1,710,669 |
All Filings in PANW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,520,819 | 7,392 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,118,552 | 6,977 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,250,533 | 6,789 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,305,611 | 6,412 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||