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Equibles

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 Jun 30, 2026 · filed Aug 7, 2026
Position Value
$6,192,582
+$3,159,969 QoQ
Shares Held
18,159
-4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.08%
of 13F equity value
Holder Rank
#901
of 2,914 holders
Holding Since
Dec 2021
19 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, 2026

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $15,408,665 across 6 Software - Infrastructure names. PANW ranks #1 (40.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PANW
Palo Alto Networks Inc
This page 		18,159 $6,192,582
2 MSFT
Microsoft Corp
 15,390 $5,740,777
3 INFQ
Infleqtion, Inc.
 127,704 $1,701,017
4 ORCL
Oracle Corp
 5,758 $843,834
5 PLTR
Palantir Technologies Inc.
 5,529 $645,068
6 LSAK
Lesaka Technologies Inc
 57,422 $285,387

All Filings in PANW

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,192,582 18,159
2026-03-31 $3,032,613 18,916
2025-12-31 $3,537,192 19,203
2025-09-30 $3,918,870 19,246
2025-06-30 $3,971,039 19,405
2025-03-31 $1,142,093 6,693
2024-12-31 $1,085,027 5,963
2024-09-30 $901,326 2,637
2024-06-30 $888,206 2,620
2024-03-31 $751,239 2,644
2023-12-31 $792,047 2,686
2023-09-30 $585,865 2,499
2023-06-30 $634,686 2,484
2023-03-31 $487,165 2,439
2022-12-31 $233,729 1,675
2022-09-30 $245,685 1,500
2022-06-30 $246,969 500
2022-03-31 $336,155 540
2021-12-31 $258,893 465