OGOREK ANTHONY JOSEPH /NY/ /ADV
Position in PANW — Palo Alto Networks Inc
CIK 714364
WILLIAMSVILLE, NY
Position in PANW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,026,340
+$849,271 QoQ
Shares Held
5,942
-19.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.80%
of 13F equity value
Holder Rank
#1,372
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, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $3,591,158 across 16 Software - Infrastructure names. PANW ranks #1 (56.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
This page
|
5,942 | $2,026,340 | |
| 2 | MSFT |
Microsoft Corp
|
3,506 | $1,307,808 | |
| 3 | ORCL |
Oracle Corp
|
718 | $105,222 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
220 | $41,972 | |
| 5 | GEN |
Gen Digital Inc.
|
877 | $21,828 | |
| 6 | NTAP |
NetApp, Inc.
|
135 | $20,892 | |
| 7 | FTNT |
Fortinet, Inc.
|
132 | $20,277 | |
| 8 | DOX |
Amdocs Ltd
|
356 | $17,992 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,026,340 | 5,942 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,177,069 | 7,342 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,582,462 | 8,591 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,746,245 | 8,576 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,754,378 | 8,573 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,455,217 | 8,528 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,543,748 | 8,484 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,449,915 | 4,242 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,438,080 | 4,242 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,201,301 | 4,228 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,228,764 | 4,167 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $976,911 | 4,167 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,062,410 | 4,158 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $843,102 | 4,221 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $588,998 | 4,221 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $691,357 | 4,221 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $694,973 | 1,407 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $844,746 | 1,357 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $764,987 | 1,374 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $666,767 | 1,392 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $525,407 | 1,416 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $456,037 | 1,416 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $464,494 | 1,307 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $173,038 | 707 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $162,376 | 707 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $108,869 | 664 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||