Van Hulzen Asset Management, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1600145 EL DORADO HILLS, CA

Position in PANW

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$7,794,353

+$7,113,154 QoQ

Shares Held

22,856

+437.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#798

of 2,893 holders

Holding Since

Mar 2023

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Van Hulzen Asset Management, LLC holds $56,255,843 across 9 Software - Infrastructure names. PANW ranks #2 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	99,491	$37,112,132
2	PANW	Palo Alto Networks Inc This page	22,856	$7,794,353
3	QLYS	Qualys, Inc.	27,342	$3,759,251
4	ORCL	Oracle Corp	11,815	$1,731,488
5	CRWD	CrowdStrike Holdings, Inc.	8,108	$1,546,884
6	PRGS	Progress Software Corp /Ma	36,055	$1,210,726
7	NET	Cloudflare, Inc.	4,675	$1,146,684
8	RBRK	Rubrik, Inc.	14,104	$1,132,269

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,794,353	22,856	+437.9%	Shares	Sole	2026-08-13
2026-03-31	$681,199	4,249	+122.2%	Shares	Sole	2026-05-14
2025-12-31	$352,190	1,912	-5.9%	Shares	Sole	2026-02-06
2025-09-30	$413,755	2,032	+61.5%	Shares	Sole	2025-11-13
2025-06-30	$257,437	1,258	-16.8%	Shares	Sole	2025-08-13
2024-12-31	$275,123	1,512	+98.7%	Shares	Sole	2025-02-10
2024-09-30	$260,109	761	+0.9%	Shares	Sole	2024-11-12
2024-06-30	$255,613	754	-91.7%	Shares	Sole	2024-08-07
2023-03-31	$1,805,050	9,037	—	Shares	Sole	2023-04-28
No filing history on record for this holder in this stock.