Position in PANW
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$319,678
+$62,904 QoQ
Shares Held
1,994
+43.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Rollins Financial Advisors, LLC holds $39,684,711 across 6 Software - Infrastructure names. PANW ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
104,097 | $38,533,586 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
2,779 | $406,512 | |
| 3 | ORCL |
Oracle Corp
|
2,194 | $322,759 | |
| 4 | PANW |
Palo Alto Networks Inc
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|
1,994 | $319,678 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
657 | $64,124 | |
| 6 | BTQ |
BTQ Technologies Corp.
|
14,252 | $38,052 |
All Filings in PANW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $319,678 | 1,994 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $256,774 | 1,394 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $258,597 | 1,270 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $230,424 | 1,126 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $226,722 | 1,246 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $106,470 | 623 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $103,228 | 609 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||