Position in PANW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$308,282
+$188,684 QoQ
Shares Held
904
+21.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#651
of 827 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $13,597,865 across 15 Software - Infrastructure names. PANW ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
26,765 | $9,983,880 | |
| 2 | FTNT |
Fortinet, Inc.
|
5,240 | $804,968 | |
| 3 | ORCL |
Oracle Corp
|
4,367 | $639,983 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
5,047 | $588,833 | |
| 5 | CRWV |
CoreWeave, Inc.
|
5,199 | $517,508 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
904 | $308,282 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,200 | $228,942 | |
| 8 | NTAP |
NetApp, Inc.
|
945 | $146,248 |
All Filings in PANW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,282 | 904 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $119,598 | 746 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $176,463 | 958 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $182,850 | 898 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $200,547 | 980 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $167,227 | 980 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $178,320 | 980 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $81,861 | 479 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $79,497 | 469 | Shares | Sole | 2024-08-07 | |
| 2023-03-31 | $1,498 | 15 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,046 | 15 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||