Position in PANW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$18,550,464
+$2,251,852 QoQ
Shares Held
54,397
-46.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.67%
of 13F equity value
Holder Rank
#545
of 2,907 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, 2026Bogart Wealth, LLC holds $63,488,076 across 47 Software - Infrastructure names. PANW ranks #2 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
89,434 | $33,360,670 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
54,397 | $18,550,464 | |
| 3 | SNPS |
Synopsys Inc
|
18,628 | $8,309,391 | |
| 4 | ORCL |
Oracle Corp
|
12,002 | $1,758,893 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,645 | $541,932 | |
| 6 | VRSN |
Verisign Inc/Ca
|
713 | $179,362 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
3,572 | $170,371 | |
| 8 | TOST |
Toast, Inc.
|
2,676 | $74,446 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,550,464 | 54,397 | Shares | Sole | 2026-07-24 | |
| 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 | $12,625,066 | 36,937 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $12,407,426 | 36,599 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,596,921 | 30,257 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $9,446,480 | 32,035 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $8,659,041 | 36,935 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $7,262,105 | 28,422 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,583,332 | 27,953 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,808,604 | 27,294 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $3,978,950 | 24,293 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,810,479 | 9,739 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,661,107 | 9,094 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $4,804,837 | 8,630 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,947,764 | 6,154 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,978,439 | 5,332 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,465,051 | 4,549 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $1,258,081 | 3,540 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $702,922 | 2,872 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $555,341 | 2,418 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $316,607 | 1,931 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||