Position in PANW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,185,256
+$1,265,180 QoQ
Shares Held
6,408
+11.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,344
of 2,893 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 71%
Shared 29%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Belpointe Asset Management LLC holds $68,327,629 across 16 Software - Infrastructure names. PANW ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
103,563 | $38,631,070 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
68,471 | $7,988,511 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
32,956 | $6,287,510 | |
| 4 | NET |
Cloudflare, Inc.
|
14,994 | $3,677,728 | |
| 5 | ORCL |
Oracle Corp
|
23,481 | $3,441,140 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
6,408 | $2,185,256 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
9,672 | $1,518,794 | |
| 8 | CRWV |
CoreWeave, Inc.
|
10,919 | $1,086,877 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,185,256 | 6,408 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $920,076 | 5,739 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,359,948 | 7,383 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,050,023 | 14,979 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $2,208,679 | 10,793 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $900,637 | 5,278 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $688,718 | 3,785 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,020,614 | 2,986 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,762,931 | 8,150 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,186,242 | 4,175 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,260,612 | 4,275 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $744,581 | 3,176 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $896,584 | 3,509 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,068,906 | 10,358 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,809,694 | 12,969 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,721,207 | 16,614 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,972,035 | 6,017 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,007,346 | 4,831 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $2,434,153 | 4,372 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,965,815 | 4,104 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,611,471 | 4,343 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,209,658 | 3,756 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,664,292 | 4,683 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $182,583 | 746 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $169,725 | 739 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $107,229 | 654 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||