Position in PANW
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$25,215,770
-$953,892 QoQ
Shares Held
157,284
+10.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Dec 31, 2025CallValue
$202,620
CallShares
1,100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Kestra Advisory Services, LLC holds $551,563,830 across 33 Software - Infrastructure names. PANW ranks #4 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,061,804 | $393,047,986 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
345,923 | $50,601,616 | |
| 3 | ORCL |
Oracle Corp
|
318,365 | $46,834,675 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
157,284 | $25,215,770 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
67,827 | $6,620,084 | |
| 6 | NET |
Cloudflare, Inc.
|
21,970 | $4,533,289 | |
| 7 | CRWV |
CoreWeave, Inc.
|
47,559 | $3,684,395 | |
| 8 | FTNT |
Fortinet, Inc.
|
37,697 | $3,080,598 |
All Filings in PANW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,215,770 | 157,284 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $202,620 | 1,100 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $26,169,662 | 142,072 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,830,011 | 126,854 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,307,450 | 99,235 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $17,994,499 | 105,453 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $19,481,911 | 107,067 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,502,104 | 49,749 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,519,999 | 50,264 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,795,106 | 54,870 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,801,911 | 39,351 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,374,064 | 37,315 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,556,571 | 27,839 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,782,977 | 27,866 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,297,735 | 32,933 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,033,636 | 37,043 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,002,533 | 12,178 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $927,851 | 8,943 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $843,862 | 9,094 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $804,400 | 10,076 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $581,311 | 9,400 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $476,541 | 8,878 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $537,823 | 9,080 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $3,467 | 85 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||