Position in PANW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$3,169,780
+$1,733,313 QoQ
Shares Held
9,295
+3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#253
of 827 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Bison Wealth, LLC holds $25,523,398 across 7 Software - Infrastructure names. PANW ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
43,559 | $16,248,378 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
9,295 | $3,169,780 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
10,632 | $2,028,426 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
13,920 | $1,624,046 | |
| 5 | ORCL |
Oracle Corp
|
7,190 | $1,053,694 | |
| 6 | FTNT |
Fortinet, Inc.
|
4,772 | $733,074 | |
| 7 | INFQ |
Infleqtion, Inc.
|
50,000 | $666,000 |
All Filings in PANW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,169,780 | 9,295 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,436,467 | 8,960 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,513,939 | 8,219 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $1,546,697 | 7,596 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,386,026 | 6,773 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $785,797 | 4,605 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||