Position in PANW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$156,187
+$84,204 QoQ
Shares Held
458
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,653
of 2,891 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TOTH FINANCIAL ADVISORY CORP holds $29,557,552 across 20 Software - Infrastructure names. PANW ranks #4 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
56,630 | $21,124,122 | |
| 2 | ORCL |
Oracle Corp
|
50,327 | $7,375,421 | |
| 3 | FTNT |
Fortinet, Inc.
|
1,525 | $234,270 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
458 | $156,187 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,104 | $148,049 | |
| 6 | CRWV |
CoreWeave, Inc.
|
1,355 | $134,876 | |
| 7 | TLS |
Telos Corp
|
21,291 | $97,938 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
737 | $85,985 |
All Filings in PANW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,187 | 458 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $71,983 | 449 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $110,151 | 598 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $118,506 | 582 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $119,100 | 582 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $99,312 | 582 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $105,900 | 582 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $99,463 | 291 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $98,651 | 291 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $80,977 | 285 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $62,514 | 212 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $49,701 | 212 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,019,740 | 3,991 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $33,156 | 166 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $18,419 | 132 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $33,904 | 207 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $21,733 | 44 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $32,370 | 52 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $65,140 | 117 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $68,017 | 142 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $17,439 | 47 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $12,882 | 40 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $2,843 | 8 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||