Position in PANW
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,256,588
-$70,941 QoQ
Shares Held
7,838
+8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026GM Advisory Group, LLC holds $51,224,574 across 9 Software - Infrastructure names. PANW ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
99,371 | $36,784,163 | |
| 2 | ORCL |
Oracle Corp
|
31,950 | $4,700,164 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
21,612 | $3,161,403 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
27,660 | $2,699,685 | |
| 5 | FOUR |
Shift4 Payments, Inc.
|
30,025 | $1,312,993 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
7,838 | $1,256,588 | |
| 7 | TWLO |
Twilio Inc
|
4,365 | $549,204 | |
| 8 | WEX |
WEX Inc.
|
3,177 | $486,208 |
All Filings in PANW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,256,588 | 7,838 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,327,529 | 7,207 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,474,616 | 7,242 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,131,249 | 5,528 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $898,248 | 5,264 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $977,125 | 5,370 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $661,041 | 1,934 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $429,525 | 1,267 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $354,310 | 1,247 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $359,753 | 1,220 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||