Position in PANW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$502,322
+$285,410 QoQ
Shares Held
1,473
+8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,057
of 2,893 holders
Holding Since
Sep 2021
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Sep 30, 2025CallValue
$203,620
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026D'Orazio & Associates, Inc. holds $13,460,413 across 7 Software - Infrastructure names. PANW ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
25,699 | $9,586,240 | |
| 2 | INFQ |
Infleqtion, Inc.
|
69,481 | $925,486 | |
| 3 | ORCL |
Oracle Corp
|
6,051 | $886,774 | |
| 4 | SNPS |
Synopsys Inc
|
1,874 | $835,935 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
1,473 | $502,322 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
3,874 | $451,979 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,424 | $271,677 |
All Filings in PANW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,322 | 1,473 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $216,912 | 1,353 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $251,064 | 1,363 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $275,701 | 1,354 | Shares | Sole | 2025-11-10 | |
| 2025-09-30 | $203,620 | 1,000 | Call | Sole | 2025-11-10 | |
| 2025-06-30 | $204,640 | 1,000 | Call | Sole | 2025-08-08 | |
| 2025-06-30 | $278,924 | 1,363 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $170,640 | 1,000 | Call | Sole | 2025-04-17 | |
| 2025-03-31 | $249,134 | 1,460 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $245,646 | 1,350 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $228,322 | 668 | Shares | Sole | 2024-11-05 | |
| 2024-09-30 | $170,900 | 500 | Call | Sole | 2024-11-05 | |
| 2024-06-30 | $219,000 | 646 | Shares | Sole | 2024-08-08 | |
| 2021-09-30 | $13,890 | 29 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||