Position in PANW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$7,979,927
-$1,589,631 QoQ
Shares Held
49,775
-4.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Independent Advisor Alliance holds $159,553,291 across 19 Software - Infrastructure names. PANW ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
306,720 | $113,538,541 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
134,738 | $19,709,474 | |
| 3 | ORCL |
Oracle Corp
|
65,827 | $9,683,809 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
49,775 | $7,979,927 | |
| 5 | SNPS |
Synopsys Inc
|
3,527 | $1,398,384 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
13,093 | $1,277,909 | |
| 7 | CRWV |
CoreWeave, Inc.
|
15,111 | $1,170,648 | |
| 8 | NET |
Cloudflare, Inc.
|
5,391 | $1,112,378 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $3,792,100 | 22,189 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,765,722 | 22,216 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,125,571 | 22,001 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,361,484 | 22,799 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,653,977 | 22,641 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,718,881 | 21,282 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,105,359 | 21,081 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,459,169 | 20,914 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,666,726 | 20,352 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $727,573 | 8,838 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,127,261 | 10,865 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $769,627 | 8,294 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $621,582 | 7,786 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $485,766 | 7,855 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $101,126 | 1,884 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $133,271 | 2,250 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $89,333 | 2,190 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $72,996 | 1,907 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $46,291 | 1,694 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||