B & T Capital Management DBA Alpha Capital Management

Position in PANW — Palo Alto Networks Inc

CIK 1450935 AUSTIN, TX

Back to PANW Full portfolio

Position in PANW

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$3,563,592

-$482,176 QoQ

Shares Held

22,228

+1.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in PANW Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Mar 31, 2026

B & T Capital Management DBA Alpha Capital Management holds $23,596,495 across 7 Software - Infrastructure names. PANW ranks #4 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	19,710	$7,296,050
2	PLTR	Palantir Technologies Inc.	37,622	$5,503,346
3	ORCL	Oracle Corp	31,128	$4,579,240
4	PANW	Palo Alto Networks Inc This page	22,228	$3,563,592
5	INFQ	Infleqtion, Inc.	97,427	$955,758
6	CRWV	CoreWeave, Inc.	11,821	$915,772
7	BLSH	Bullish	21,907	$782,737

All Filings in PANW

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,563,592	22,228	+1.2%	Shares	Sole	2026-05-13
2025-12-31	$4,045,768	21,964	-0.3%	Shares	Sole	2026-02-13
2025-09-30	$4,487,173	22,037	-1.4%	Shares	Sole	2025-11-12
2025-06-30	$4,572,066	22,342	-1.1%	Shares	Sole	2025-07-31
2025-03-31	$3,856,293	22,599	-2.7%	Shares	Sole	2025-05-01
2024-12-31	$4,226,748	23,229	+94.3%	Shares	Sole	2025-01-15
2024-09-30	$2,043,622	11,958	-2.7%	Shares	Sole	2024-10-09
2024-06-30	$2,082,877	12,288	-2.1%	Shares	Sole	2024-07-18
2024-03-31	$1,782,347	12,546	-5.8%	Shares	Sole	2024-04-12
2023-12-31	$1,962,868	13,313	-15.8%	Shares	Sole	2024-01-17
2023-09-30	$1,852,896	15,807	-22.8%	Shares	Sole	2023-10-17
2023-06-30	$2,617,061	20,485	0.0%	Shares	Sole	2023-07-11
2023-03-31	$2,045,836	20,485	0.0%	Shares	Sole	2023-05-04
2022-12-31	$1,429,238	20,485	-0.9%	Shares	Sole	2023-02-06
2022-09-30	$1,692,523	20,667	+188.7%	Shares	Sole	2022-10-13
2022-06-30	$589,270	7,158	-1.0%	Shares	Sole	2022-07-26
2022-03-31	$750,021	7,229	-4.1%	Shares	Sole	2022-04-28
2021-12-31	$699,754	7,541	+0.1%	Shares	Sole	2022-01-18
2021-09-30	$601,703	7,537	+3.0%	Shares	Sole	2021-11-01
2021-06-30	$452,433	7,316	-0.7%	Shares	Sole	2021-07-23
2021-03-31	$395,597	7,370	+0.1%	Shares	Sole	2021-05-03
2020-12-31	$435,886	7,359	-0.2%	Shares	Sole	2021-02-02
2020-09-30	$300,716	7,372	+2.2%	Shares	Sole	2020-11-12
2020-06-30	$276,139	7,214	+2.0%	Shares	Sole	2020-07-29
2020-03-31	$193,336	7,075	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.