Position in PANW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$19,647,525
+$11,667,598 QoQ
Shares Held
57,614
+15.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#529
of 2,914 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Independent Advisor Alliance holds $180,873,719 across 19 Software - Infrastructure names. PANW ranks #2 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
310,605 | $115,861,876 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
57,614 | $19,647,525 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
121,376 | $14,160,937 | |
| 4 | ORCL |
Oracle Corp
|
66,473 | $9,741,617 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
45,524 | $8,685,295 | |
| 6 | FTNT |
Fortinet, Inc.
|
18,260 | $2,805,100 | |
| 7 | TWLO |
Twilio Inc
|
7,924 | $1,634,958 | |
| 8 | SNPS |
Synopsys Inc
|
3,498 | $1,560,352 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,647,525 | 57,614 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,979,927 | 49,775 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,569,558 | 51,952 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $10,224,777 | 50,215 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,334,653 | 45,615 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,481,880 | 43,846 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $7,881,779 | 43,316 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,584,200 | 22,189 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,531,445 | 22,216 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,251,143 | 22,001 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $6,722,969 | 22,799 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,307,956 | 22,641 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $5,437,763 | 21,282 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $4,210,718 | 21,081 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,918,339 | 20,914 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,333,453 | 20,352 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $4,365,439 | 8,838 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $6,763,572 | 10,865 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $4,617,764 | 8,294 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,729,492 | 7,786 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,914,599 | 7,855 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $606,761 | 1,884 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $799,627 | 2,250 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $536,002 | 2,190 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $437,980 | 1,907 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $277,748 | 1,694 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||