ALTFEST L J & CO INC

Position in PANW — Palo Alto Networks Inc

CIK 712050 NEW YORK, NY

Position in PANW

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$200,860

-$221,357 QoQ

Shares Held

589

-80.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,637

of 2,893 holders

Holding Since

Mar 2020

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ALTFEST L J & CO INC holds $10,955,852 across 5 Software - Infrastructure names. PANW ranks #5 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	21,240	$7,922,944
2	ORCL	Oracle Corp	9,957	$1,459,198
3	SNPS	Synopsys Inc	2,277	$1,015,701
4	CRWD	CrowdStrike Holdings, Inc.	1,872	$357,149
5	PANW	Palo Alto Networks Inc This page	589	$200,860

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,860	589	-60.4%	Shares	Sole	2026-07-30
2024-03-31	$422,217	1,486	-50.4%	Shares	Sole	2024-04-22
2021-06-30	$1,112,037	2,997	+28.1%	Shares	Sole	2021-07-28
2021-03-31	$753,620	2,340	+0.4%	Shares	Sole	2021-05-07
2020-12-31	$828,059	2,330	+0.1%	Shares	Sole	2021-01-21
2020-09-30	$569,778	2,328	-0.4%	Shares	Sole	2020-10-29
2020-06-30	$536,967	2,338	+69.4%	Shares	Sole	2020-07-21
2020-03-31	$226,265	1,380	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.