Secure Asset Management, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1800692 Troy, MI

Position in PANW

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,716,565

+$1,055,009 QoQ

Shares Held

7,966

-23.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#275

of 827 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Secure Asset Management, LLC holds $23,974,484 across 9 Software - Infrastructure names. PANW ranks #4 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	22,923	$8,550,737
2	PLTR	Palantir Technologies Inc.	51,303	$5,985,521
3	ORCL	Oracle Corp	18,561	$2,720,114
4	PANW	Palo Alto Networks Inc This page	7,966	$2,716,565
5	CRWD	CrowdStrike Holdings, Inc.	12,062	$2,301,248
6	INFQ	Infleqtion, Inc.	63,601	$847,165
7	ZETA	Zeta Global Holdings Corp.	17,773	$349,772
8	XYZ	Block, Inc.	3,675	$279,300

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,716,565	7,966	-23.1%	Shares	Sole	2026-07-15
2026-03-31	$1,661,556	10,364	-15.8%	Shares	Sole	2026-04-09
2025-12-31	$2,267,133	12,308	+1.0%	Shares	Sole	2026-01-20
2025-09-30	$2,480,702	12,183	+1.4%	Shares	Sole	2025-10-09
2025-06-30	$2,458,749	12,015	+12.6%	Shares	Sole	2025-07-10
2025-03-31	$1,820,558	10,669	-12.9%	Shares	Sole	2025-04-10
2024-12-31	$2,228,100	12,245	+237.9%	Shares	Sole	2025-01-17
2024-09-30	$619,341	3,624	+10.7%	Shares	Sole	2024-10-16
2024-06-30	$554,789	3,273	+52.5%	Shares	Sole	2024-07-24
2024-03-31	$304,871	2,146	+69.8%	Shares	Sole	2024-04-30
2023-12-31	$186,364	1,264	+268.5%	Shares	Sole	2024-01-22
2022-03-31	$35,586	343	-27.9%	Shares	Sole	2022-04-19
2021-12-31	$44,169	476	—	Shares	Sole	2022-01-24
No filing history on record for this holder in this stock.