Position in PANW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$24,509,107
+$12,988,993 QoQ
Shares Held
71,870
+0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
3.92%
of 13F equity value
Holder Rank
#465
of 2,893 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HCR Wealth Advisors holds $44,512,537 across 6 Software - Infrastructure names. PANW ranks #1 (55.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
This page
|
71,870 | $24,509,107 | |
| 2 | MSFT |
Microsoft Corp
|
48,033 | $17,917,269 | |
| 3 | ORCL |
Oracle Corp
|
6,518 | $955,212 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
6,639 | $774,572 | |
| 5 | SNPS |
Synopsys Inc
|
553 | $246,676 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,300 | $109,701 |
All Filings in PANW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,509,107 | 71,870 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $11,520,114 | 71,857 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $12,889,947 | 69,978 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $14,248,920 | 69,978 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $13,931,481 | 68,078 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $11,616,829 | 68,078 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $12,387,472 | 68,078 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $11,638,973 | 34,052 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $11,532,442 | 34,018 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $9,665,534 | 34,018 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $10,033,292 | 34,025 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,924,775 | 33,803 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $8,637,004 | 33,803 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,352,331 | 31,803 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,437,790 | 31,803 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,209,013 | 31,803 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,236,255 | 10,601 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,599,230 | 10,601 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $5,874,372 | 10,551 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,616,927 | 7,551 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,059,699 | 5,551 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,783,569 | 5,538 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,967,084 | 5,535 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,354,692 | 5,535 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,271,222 | 5,535 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $985,400 | 6,010 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||