Position in PANW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$16,494,796
+$7,627,016 QoQ
Shares Held
48,369
-12.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#53
of 450 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $144,154,192 across 24 Software - Infrastructure names. PANW ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
193,067 | $72,017,852 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
188,200 | $21,957,294 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
48,369 | $16,494,796 | |
| 4 | FTNT |
Fortinet, Inc.
|
40,252 | $6,183,512 | |
| 5 | NET |
Cloudflare, Inc.
|
21,475 | $5,267,388 | |
| 6 | ORCL |
Oracle Corp
|
29,150 | $4,271,932 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
21,346 | $4,072,496 | |
| 8 | CRWV |
CoreWeave, Inc.
|
35,725 | $3,556,066 |
All Filings in PANW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,494,796 | 48,369 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $8,867,780 | 55,313 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,696,656 | 52,642 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $11,413,715 | 56,054 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $11,550,290 | 56,442 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $8,453,846 | 49,542 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $10,627,009 | 58,403 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $5,010,104 | 29,316 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $4,020,319 | 23,718 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $4,293,204 | 30,220 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $2,666,599 | 18,086 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $1,097,648 | 9,364 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $1,274,356 | 9,975 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $825,625 | 8,267 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $430,759 | 6,174 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $839,014 | 10,245 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $258,495 | 3,140 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $348,294 | 3,357 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $94,649 | 1,020 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $66,740 | 836 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $37,414 | 605 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $34,828 | 588 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $63,082 | 1,648 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $37,902 | 1,387 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||