Position in PANW
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$1,473,501
+$764,884 QoQ
Shares Held
9,191
+138.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $106,080,303 across 13 Software - Infrastructure names. PANW ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
138,169 | $51,146,018 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
263,561 | $38,553,703 | |
| 3 | ORCL |
Oracle Corp
|
48,932 | $7,198,386 | |
| 4 | CRWV |
CoreWeave, Inc.
|
26,148 | $2,025,685 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
18,169 | $1,773,339 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
9,191 | $1,473,501 | |
| 7 | XYZ |
Block, Inc.
|
19,608 | $1,180,009 | |
| 8 | FTNT |
Fortinet, Inc.
|
13,778 | $1,125,938 |
All Filings in PANW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,473,501 | 9,191 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $708,617 | 3,847 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $763,982 | 3,752 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $848,642 | 4,147 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $592,120 | 3,470 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,447,127 | 7,953 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $157,569 | 922 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $208,321 | 1,229 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $637,445 | 4,487 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $899,384 | 6,100 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $480,367 | 4,098 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $255,765 | 2,002 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $111,055 | 1,112 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $75,491 | 1,082 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||