Position in PANW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$9,833,993
+$3,252,896 QoQ
Shares Held
28,837
-19.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#708
of 2,893 holders
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $132,152,750 across 18 Software - Infrastructure names. PANW ranks #3 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
238,682 | $89,033,159 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
111,221 | $12,976,154 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
28,837 | $9,833,993 | |
| 4 | ORCL |
Oracle Corp
|
50,122 | $7,345,379 | |
| 5 | FTNT |
Fortinet, Inc.
|
15,659 | $2,405,535 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
50,228 | $2,395,687 | |
| 7 | CRWV |
CoreWeave, Inc.
|
16,401 | $1,632,555 | |
| 8 | ZS |
Zscaler, Inc.
|
10,048 | $1,418,275 |
All Filings in PANW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,833,993 | 28,837 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $6,581,097 | 35,728 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,216,903 | 35,443 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,703,392 | 32,757 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,655,912 | 27,285 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,736,314 | 15,038 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,638,696 | 7,720 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,882,602 | 8,503 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,042,894 | 7,190 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $502,180 | 1,703 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $389,873 | 1,663 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $302,523 | 1,184 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $353,939 | 1,772 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $212,271 | 1,296 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $320,072 | 648 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $255,229 | 410 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $359,110 | 645 | Shares | Sole | 2022-01-25 | |
| 2020-09-30 | $429,781 | 1,756 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||