Crewe Advisors LLC

Position in PANW — Palo Alto Networks Inc

CIK 1730033 SALT LAKE CITY, UT

Position in PANW

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$379,637

-$33,339 QoQ

Shares Held

2,368

+5.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Crewe Advisors LLC holds $35,678,384 across 32 Software - Infrastructure names. PANW ranks #4 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	83,595	$30,944,361
2	ORCL	Oracle Corp	18,244	$2,683,874
3	PLTR	Palantir Technologies Inc.	2,608	$381,498
4	PANW	Palo Alto Networks Inc This page	2,368	$379,637
5	MDB	MongoDB, Inc.	1,000	$244,770
6	PDYN	Palladyne AI Corp.	31,150	$189,080
7	TOST	Toast, Inc.	5,000	$132,550
8	FTNT	Fortinet, Inc.	1,337	$109,259

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$379,637	2,368	+5.6%	Shares	Sole	2026-05-07
2025-12-31	$412,976	2,242	+0.7%	Shares	Sole	2026-01-16
2025-09-30	$453,461	2,227	+4.8%	Shares	Sole	2025-11-13
2025-06-30	$434,860	2,125	+9.0%	Shares	Sole	2025-07-30
2025-03-31	$332,577	1,949	-8.8%	Shares	Sole	2025-04-23
2024-12-31	$389,030	2,138	+99.8%	Shares	Sole	2025-01-27
2024-09-30	$182,863	1,070	-29.5%	Shares	Sole	2024-11-12
2024-06-30	$257,139	1,517	-3.9%	Shares	Sole	2024-07-29
2024-03-31	$224,320	1,579	+8210.5%	Shares	Sole	2024-05-14
2023-06-30	$2,427	19	0.0%	Shares	Sole	2023-07-28
2023-03-31	$1,897	19	-47.2%	Shares	Sole	2023-05-12
2022-12-31	$2,511	36	-77.8%	Shares	Sole	2023-02-08
2022-09-30	$13,266	162	+376.5%	Shares	Sole	2022-11-14
2022-06-30	$2,798	34	+466.7%	Shares	Sole	2022-08-02
2020-09-30	$244	6	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.