Position in PANW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$249,626
+$211,470 QoQ
Shares Held
732
+207.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,500
of 2,893 holders
Holding Since
Mar 2023
14 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, 2026BARRETT & COMPANY, INC. holds $3,426,919 across 13 Software - Infrastructure names. PANW ranks #2 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
7,927 | $2,956,929 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
732 | $249,626 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,100 | $128,337 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
760 | $36,249 | |
| 5 | ORCL |
Oracle Corp
|
235 | $34,439 | |
| 6 | XYZ |
Block, Inc.
|
90 | $6,840 | |
| 7 | OKTA |
Okta, Inc.
|
40 | $5,458 | |
| 8 | ZS |
Zscaler, Inc.
|
22 | $3,105 |
All Filings in PANW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,626 | 732 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $38,156 | 238 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $335,980 | 1,824 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $218,280 | 1,072 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $376,946 | 1,842 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $191,458 | 1,122 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $204,159 | 1,122 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $189,699 | 555 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $188,150 | 555 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $306,860 | 1,080 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $356,215 | 1,208 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $239,128 | 1,020 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $259,342 | 1,015 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $202,736 | 1,015 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||