Position in PANW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$152,094
+$80,592 QoQ
Shares Held
446
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,657
of 2,893 holders
Holding Since
Sep 2023
12 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, 2026DHJJ Financial Advisors, Ltd. holds $1,180,616 across 13 Software - Infrastructure names. PANW ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,875 | $699,412 | |
| 2 | ORCL |
Oracle Corp
|
2,058 | $301,599 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
446 | $152,094 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
160 | $7,631 | |
| 5 | RELY |
Remitly Global, Inc.
|
316 | $7,081 | |
| 6 | IOT |
Samsara Inc.
|
100 | $3,243 | |
| 7 | RBRK |
Rubrik, Inc.
|
40 | $3,211 | |
| 8 | AIBZ |
Bitzero Holdings Inc.
|
390 | $2,667 |
All Filings in PANW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $152,094 | 446 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $71,502 | 446 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,105 | 6 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,221 | 6 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,227 | 6 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,023 | 6 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,091 | 6 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,025 | 3 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,017 | 3 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $852 | 3 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $884 | 3 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $703 | 3 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||