Position in PANW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,979,621
+$1,101,228 QoQ
Shares Held
5,805
+5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,387
of 2,907 holders
Holding Since
Mar 2020
26 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $13,468,126 across 36 Software - Infrastructure names. PANW ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,805 | $5,895,581 | |
| 2 | PANW |
Palo Alto Networks Inc
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|
5,805 | $1,979,621 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
10,180 | $1,942,191 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
12,454 | $1,453,008 | |
| 5 | ORCL |
Oracle Corp
|
6,186 | $906,558 | |
| 6 | CRWV |
CoreWeave, Inc.
|
3,921 | $390,296 | |
| 7 | NET |
Cloudflare, Inc.
|
824 | $202,110 | |
| 8 | MDB |
MongoDB, Inc.
|
530 | $178,027 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,979,621 | 5,805 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $878,393 | 5,479 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $997,995 | 5,418 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $954,163 | 4,686 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $791,752 | 3,869 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $610,549 | 3,578 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $584,819 | 3,214 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $520,903 | 1,524 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $516,651 | 1,524 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $433,014 | 1,524 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $418,729 | 1,420 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $426,446 | 1,819 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $449,442 | 1,759 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $221,511 | 1,109 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $147,772 | 1,059 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $173,453 | 1,059 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $149,663 | 303 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $188,620 | 303 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $168,698 | 303 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $145,136 | 303 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $111,315 | 300 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $96,618 | 300 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $106,617 | 300 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $73,425 | 300 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $68,900 | 300 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $16,396 | 100 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||