PDS Planning, Inc

Position in PANW — Palo Alto Networks Inc

CIK 838618 DUBLIN, OH

Position in PANW

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,727,266

+$945,867 QoQ

Shares Held

5,065

+3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,450

of 2,893 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

PDS Planning, Inc holds $30,244,999 across 11 Software - Infrastructure names. PANW ranks #4 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	53,615	$19,999,467
2	ORCL	Oracle Corp	20,362	$2,984,051
3	CRWD	CrowdStrike Holdings, Inc.	9,836	$1,876,561
4	PANW	Palo Alto Networks Inc This page	5,065	$1,727,266
5	PLTR	Palantir Technologies Inc.	10,081	$1,176,150
6	FTNT	Fortinet, Inc.	4,963	$762,416
7	NET	Cloudflare, Inc.	1,845	$452,541
8	SNPS	Synopsys Inc	897	$400,124

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,727,266	5,065	+3.9%	Shares	Sole	2026-08-05
2026-03-31	$781,399	4,874	+45.6%	Shares	Sole	2026-04-22
2025-12-31	$616,701	3,348	+4.3%	Shares	Sole	2026-01-26
2025-09-30	$653,823	3,211	-0.5%	Shares	Sole	2025-10-21
2025-06-30	$660,168	3,226	+3.8%	Shares	Sole	2025-07-24
2025-03-31	$530,178	3,107	+20.0%	Shares	Sole	2025-04-24
2024-12-31	$471,276	2,590	+102.8%	Shares	Sole	2025-02-10
2024-09-30	$436,478	1,277	+4.2%	Shares	Sole	2024-10-30
2024-06-30	$415,287	1,225	+34.6%	Shares	Sole	2024-08-08
2024-03-31	$258,558	910	+11.9%	Shares	Sole	2024-05-01
2023-12-31	$239,737	813	—	Shares	Sole	2024-02-01
No filing history on record for this holder in this stock.