Position in PANW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$718,188
+$339,833 QoQ
Shares Held
2,106
-10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,853
of 2,891 holders
Holding Since
Sep 2023
9 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, 2026CALTON & ASSOCIATES, INC. holds $9,096,789 across 7 Software - Infrastructure names. PANW ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
14,343 | $5,350,225 | |
| 2 | ORCL |
Oracle Corp
|
8,618 | $1,262,967 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
8,685 | $1,013,278 | |
| 4 | PANW |
Palo Alto Networks Inc
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|
2,106 | $718,188 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
2,152 | $410,569 | |
| 6 | SNPS |
Synopsys Inc
|
462 | $206,084 | |
| 7 | PAGS |
PagSeguro Digital Ltd.
|
14,970 | $135,478 |
All Filings in PANW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $718,188 | 2,106 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $378,355 | 2,360 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $437,843 | 2,377 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $511,289 | 2,511 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $446,729 | 2,183 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $358,344 | 2,100 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $373,929 | 1,094 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $232,899 | 687 | Shares | Sole | 2024-07-19 | |
| 2023-09-30 | $244,520 | 1,043 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||