Position in PANW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$370,178
-$18,299 QoQ
Shares Held
2,309
+9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026LBMC INVESTMENT ADVISORS, LLC holds $10,412,641 across 7 Software - Infrastructure names. PANW ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
17,303 | $6,405,051 | |
| 2 | ORCL |
Oracle Corp
|
11,545 | $1,698,384 | |
| 3 | MDB |
MongoDB, Inc.
|
2,500 | $611,925 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
4,042 | $591,263 | |
| 5 | SNPS |
Synopsys Inc
|
1,048 | $415,511 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
2,309 | $370,178 | |
| 7 | IIIV |
i3 Verticals, Inc.
|
14,326 | $320,329 |
All Filings in PANW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $370,178 | 2,309 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $388,477 | 2,109 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $429,434 | 2,109 | Shares | Sole | 2025-10-07 | |
| No filing history on record for this holder in this stock. | ||||||