Position in PANW
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$1,651,296
-$121,997 QoQ
Shares Held
10,300
+7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Capital Investment Advisors, LLC holds $96,589,783 across 9 Software - Infrastructure names. PANW ranks #4 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
214,355 | $79,347,790 | |
| 2 | ORCL |
Oracle Corp
|
71,113 | $10,461,433 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
27,396 | $4,007,486 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
10,300 | $1,651,296 | |
| 5 | FTNT |
Fortinet, Inc.
|
4,560 | $372,643 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,829 | $276,117 | |
| 7 | NET |
Cloudflare, Inc.
|
1,180 | $243,481 | |
| 8 | VRSN |
Verisign Inc/Ca
|
898 | $223,027 |
All Filings in PANW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,651,296 | 10,300 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,773,293 | 9,627 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,911,991 | 9,390 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,770,749 | 8,653 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,654,354 | 9,695 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,630,907 | 8,963 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $717,780 | 4,200 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $674,629 | 3,980 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $518,821 | 3,652 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $511,469 | 3,469 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $191,654 | 1,635 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $183,711 | 1,438 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $139,518 | 1,397 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $102,213 | 1,465 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $123,907 | 1,513 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $47,747 | 580 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $40,774 | 393 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $35,447 | 382 | Shares | Sole | 2022-01-10 | |
| No filing history on record for this holder in this stock. | ||||||