Position in PANW
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$16,298,612
+$1,752,338 QoQ
Shares Held
101,663
+28.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Bogart Wealth, LLC holds $53,546,062 across 42 Software - Infrastructure names. PANW ranks #2 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
73,118 | $27,066,090 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
101,663 | $16,298,612 | |
| 3 | SNPS |
Synopsys Inc
|
18,486 | $7,329,329 | |
| 4 | ORCL |
Oracle Corp
|
11,790 | $1,734,426 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,738 | $693,074 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
900 | $87,842 | |
| 7 | CRWV |
CoreWeave, Inc.
|
941 | $72,899 | |
| 8 | TOST |
Toast, Inc.
|
2,740 | $72,637 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,298,612 | 101,663 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $14,546,274 | 78,970 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $15,202,065 | 74,659 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $14,879,579 | 72,711 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $11,984,729 | 70,234 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $13,599,508 | 74,739 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,312,533 | 36,937 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $6,203,713 | 36,599 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,298,460 | 30,257 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,723,240 | 32,035 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,329,520 | 36,935 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,631,052 | 28,422 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,791,666 | 27,953 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,904,302 | 27,294 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,989,475 | 24,293 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $801,746 | 9,739 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $943,517 | 9,094 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $800,806 | 8,630 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $491,294 | 6,154 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $329,739 | 5,332 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $244,175 | 4,549 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $209,680 | 3,540 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $117,153 | 2,872 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $92,556 | 2,418 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $52,767 | 1,931 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||