SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

Position in PANW — Palo Alto Networks Inc

CIK 1794153 MINNEAPOLIS, MN

Back to PANW Full portfolio

Position in PANW

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$3,032,613

-$504,579 QoQ

Shares Held

18,916

-1.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 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 Mar 31, 2026

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $10,683,996 across 5 Software - Infrastructure names. PANW ranks #2 (28.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	15,406	$5,702,839
2	PANW	Palo Alto Networks Inc This page	18,916	$3,032,613
3	ORCL	Oracle Corp	5,743	$844,852
4	PLTR	Palantir Technologies Inc.	5,547	$811,415
5	LSAK	Lesaka Technologies Inc	57,422	$292,277

All Filings in PANW

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18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,032,613	18,916	-1.5%	Shares	Sole	2026-05-08
2025-12-31	$3,537,192	19,203	-0.2%	Shares	Sole	2026-02-09
2025-09-30	$3,918,870	19,246	-0.8%	Shares	Sole	2025-11-07
2025-06-30	$3,971,039	19,405	+189.9%	Shares	Sole	2025-08-08
2025-03-31	$1,142,093	6,693	+12.2%	Shares	Sole	2025-05-02
2024-12-31	$1,085,027	5,963	+126.1%	Shares	Sole	2025-02-07
2024-09-30	$901,326	2,637	+0.6%	Shares	Sole	2024-11-08
2024-06-30	$888,206	2,620	-0.9%	Shares	Sole	2024-08-02
2024-03-31	$751,239	2,644	-1.6%	Shares	Sole	2024-05-03
2023-12-31	$792,047	2,686	+7.5%	Shares	Sole	2024-02-05
2023-09-30	$585,865	2,499	+0.6%	Shares	Sole	2023-11-03
2023-06-30	$634,686	2,484	+1.8%	Shares	Sole	2023-08-11
2023-03-31	$487,165	2,439	+45.6%	Shares	Sole	2023-04-27
2022-12-31	$233,729	1,675	+11.7%	Shares	Sole	2023-02-09
2022-09-30	$245,685	1,500	+200.0%	Shares	Sole	2022-11-04
2022-06-30	$246,969	500	-7.4%	Shares	Sole	2022-08-09
2022-03-31	$336,155	540	+16.1%	Shares	Sole	2022-05-11
2021-12-31	$258,893	465	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.