Position in PANW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,288,714
+$757,895 QoQ
Shares Held
3,779
+14.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,575
of 2,893 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MJP ASSOCIATES INC /ADV holds $12,707,133 across 7 Software - Infrastructure names. PANW ranks #2 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
24,038 | $8,966,654 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
3,779 | $1,288,714 | |
| 3 | ORCL |
Oracle Corp
|
5,303 | $777,154 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
3,440 | $656,300 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,650 | $542,515 | |
| 6 | SNPS |
Synopsys Inc
|
613 | $273,440 | |
| 7 | NET |
Cloudflare, Inc.
|
825 | $202,356 |
All Filings in PANW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,288,714 | 3,779 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $530,819 | 3,311 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $514,286 | 2,792 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $560,769 | 2,754 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $544,137 | 2,659 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $460,386 | 2,698 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $478,736 | 2,631 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $482,621 | 1,412 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $508,854 | 1,501 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $673,103 | 2,369 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $647,851 | 2,197 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $514,126 | 2,193 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $300,990 | 1,178 | Shares | Sole | 2023-07-12 | |
| No filing history on record for this holder in this stock. | ||||||