Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,577,869
+$648,212 QoQ
Shares Held
9,842
+95.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Jun 30, 2024CallValue
$440,712
CallShares
2,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Larson Financial Group LLC holds $55,470,509 across 77 Software - Infrastructure names. PANW ranks #4 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
88,625 | $32,806,316 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
64,354 | $9,413,703 | |
| 3 | ORCL |
Oracle Corp
|
14,108 | $2,075,427 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
9,842 | $1,577,869 | |
| 5 | NET |
Cloudflare, Inc.
|
7,005 | $1,445,411 | |
| 6 | FTNT |
Fortinet, Inc.
|
17,640 | $1,441,540 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
12,897 | $1,258,779 | |
| 8 | SNPS |
Synopsys Inc
|
2,485 | $985,252 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,577,869 | 9,842 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $929,657 | 5,047 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $803,077 | 3,944 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $588,953 | 2,878 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $510,384 | 2,991 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $500,753 | 2,752 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $144,923 | 848 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $239,002 | 1,410 | Shares | Sole | 2024-08-02 | |
| 2024-06-30 | $440,712 | 2,600 | Call | Sole | 2024-08-02 | |
| 2024-03-31 | $369,368 | 2,600 | Call | Sole | 2024-05-03 | |
| 2024-03-31 | $81,403 | 573 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $10,468 | 71 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $23,561 | 201 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $29,128 | 228 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $22,770 | 228 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $20,303 | 291 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $18,672 | 228 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,256 | 76 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $7,885 | 76 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $3,526 | 38 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $3,033 | 38 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $2,349 | 38 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,039 | 38 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,250 | 38 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,550 | 38 | Shares | Sole | 2020-10-08 | |
| No filing history on record for this holder in this stock. | ||||||