Position in PANW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,824,703
+$3,569,330 QoQ
Shares Held
22,945
-13.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.03%
of 13F equity value
Holder Rank
#797
of 2,892 holders
Holding Since
Jun 2020
24 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, 2026Xcel Wealth Management, LLC holds $14,882,223 across 7 Software - Infrastructure names. PANW ranks #1 (52.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
This page
|
22,945 | $7,824,703 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
17,343 | $2,023,407 | |
| 3 | MSFT |
Microsoft Corp
|
4,090 | $1,525,651 | |
| 4 | SNPS |
Synopsys Inc
|
3,348 | $1,493,442 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
20,560 | $980,634 | |
| 6 | MDB |
MongoDB, Inc.
|
2,295 | $770,890 | |
| 7 | ORCL |
Oracle Corp
|
1,798 | $263,496 |
All Filings in PANW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,824,703 | 22,945 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,255,373 | 26,543 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,827,882 | 26,210 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,336,880 | 26,210 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,923,229 | 24,058 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $4,190,235 | 24,556 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $4,490,954 | 24,681 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,339,151 | 12,695 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,135,582 | 12,199 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,231,841 | 7,855 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,380,038 | 4,680 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,106,087 | 4,718 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $889,941 | 3,483 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $305,002 | 1,527 | Shares | Sole | 2023-04-26 | |
| 2022-09-30 | $258,951 | 1,581 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $263,269 | 533 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,240,040 | 1,992 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,504,364 | 2,702 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,363,712 | 2,847 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,058,606 | 2,853 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $654,748 | 2,033 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $722,508 | 2,033 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $495,374 | 2,024 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $464,851 | 2,024 | Shares | Sole | 2020-07-10 | |
| No filing history on record for this holder in this stock. | ||||||