Position in PANW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$101,593,609
+$44,870,790 QoQ
Shares Held
297,911
-15.8% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
1.92%
of 13F equity value
Holder Rank
#20
of 938 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, 2026CAPITAL ADVISORS INC/OK holds $295,016,665 across 8 Software - Infrastructure names. PANW ranks #2 (34.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
495,061 | $184,667,654 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
297,911 | $101,593,609 | |
| 3 | ORCL |
Oracle Corp
|
29,261 | $4,288,199 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
26,719 | $3,117,305 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,709 | $707,621 | |
| 6 | NET |
Cloudflare, Inc.
|
1,607 | $394,164 | |
| 7 | SNPS |
Synopsys Inc
|
480 | $214,113 | |
| 8 | CSAI |
Cloudastructure, Inc.
|
100,000 | $34,000 |
All Filings in PANW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,593,609 | 297,911 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $56,722,819 | 353,810 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $62,997,321 | 342,005 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $63,333,150 | 311,036 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $52,409,327 | 256,105 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $41,582,237 | 243,684 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $36,114,329 | 198,474 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $16,272,585 | 95,217 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $174,590 | 1,030 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $118,624 | 835 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $119,868 | 813 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $105,263 | 898 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $101,948 | 798 | Shares | Sole | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||