Position in PANW
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$71,502
+$70,397 QoQ
Shares Held
446
+7333.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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, 2026DHJJ Financial Advisors, Ltd. holds $1,073,482 across 11 Software - Infrastructure names. PANW ranks #3 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,816 | $672,228 | |
| 2 | ORCL |
Oracle Corp
|
2,109 | $310,254 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
446 | $71,502 | |
| 4 | RELY |
Remitly Global, Inc.
|
316 | $4,951 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
40 | $3,904 | |
| 6 | RBRK |
Rubrik, Inc.
|
70 | $3,427 | |
| 7 | IOT |
Samsara Inc.
|
100 | $3,169 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
22 | $3,142 |
All Filings in PANW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $512 | 3 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $508 | 3 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $426 | 3 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $442 | 3 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $351 | 3 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||