Position in PANW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,119,674
+$604,467 QoQ
Shares Held
6,984
+149.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
17 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, 2026Regal Investment Advisors LLC holds $30,482,355 across 9 Software - Infrastructure names. PANW ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
60,289 | $22,317,179 | |
| 2 | CPAY |
Corpay, Inc.
|
13,776 | $4,008,678 | |
| 3 | ORCL |
Oracle Corp
|
9,553 | $1,405,341 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
6,984 | $1,119,674 | |
| 5 | ZETA |
Zeta Global Holdings Corp.
|
51,530 | $820,357 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
2,311 | $338,053 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
3,422 | $333,995 | |
| 8 | AIOT |
Powerfleet, Inc.
|
26,465 | $81,512 |
All Filings in PANW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,119,674 | 6,984 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $515,207 | 2,797 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $606,991 | 2,981 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $600,209 | 2,933 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $515,503 | 3,021 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $757,499 | 4,163 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $437,162 | 2,558 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $438,848 | 2,589 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $356,014 | 2,506 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $340,291 | 2,308 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $211,933 | 1,808 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $334,973 | 2,622 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $231,298 | 2,316 | Shares | Sole | 2023-05-11 | |
| 2022-03-31 | $37,246 | 359 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $98,194 | 1,230 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $46,010 | 744 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $35,479 | 599 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||