Position in PANW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,805,571
+$1,473,793 QoQ
Shares Held
8,227
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#1,219
of 2,893 holders
Holding Since
Dec 2020
23 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, 2026ROMAN BUTLER FULLERTON & CO holds $21,783,922 across 6 Software - Infrastructure names. PANW ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
32,239 | $12,025,791 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
20,028 | $3,821,041 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
8,227 | $2,805,571 | |
| 4 | ORCL |
Oracle Corp
|
15,313 | $2,244,120 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
5,764 | $672,485 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,399 | $214,914 |
All Filings in PANW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,805,571 | 8,227 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,331,778 | 8,307 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,364,369 | 7,407 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,436,131 | 7,053 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,488,756 | 7,275 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,214,615 | 7,118 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,091,760 | 6,000 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,006,601 | 2,945 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $998,384 | 2,945 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,805,077 | 6,353 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,821,706 | 9,569 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,331,271 | 9,944 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,579,117 | 10,094 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,011,581 | 10,071 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,454,844 | 10,426 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,692,442 | 10,333 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $2,590,220 | 5,244 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $3,266,311 | 5,247 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,734,804 | 4,912 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,757,929 | 3,670 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $985,509 | 2,656 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $199,355 | 619 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $542,325 | 1,526 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||