Checchi Capital Advisers, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1598186
BEVERLY HILLS, CA
Position in PANW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,065,687
+$570,138 QoQ
Shares Held
3,125
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,682
of 2,905 holders
Holding Since
Mar 2022
14 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, 2026Checchi Capital Advisers, LLC holds $37,521,228 across 11 Software - Infrastructure names. PANW ranks #3 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
76,512 | $28,540,506 | |
| 2 | ORCL |
Oracle Corp
|
29,355 | $4,301,975 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
3,125 | $1,065,687 | |
| 4 | SNPS |
Synopsys Inc
|
1,503 | $670,443 | |
| 5 | FTNT |
Fortinet, Inc.
|
4,204 | $645,818 | |
| 6 | NTAP |
NetApp, Inc.
|
3,470 | $537,017 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
2,464 | $470,094 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
3,755 | $438,095 |
All Filings in PANW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,065,687 | 3,125 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $495,549 | 3,091 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $337,454 | 1,832 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $415,792 | 2,042 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $640,318 | 3,129 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $499,122 | 2,925 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $501,663 | 2,757 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $454,935 | 1,331 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $424,779 | 1,253 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $311,690 | 1,097 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $338,522 | 1,148 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $217,091 | 926 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $281,827 | 1,103 | Shares | Sole | 2023-08-10 | |
| 2022-03-31 | $220,991 | 355 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||