Position in PANW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$276,567
New position
Shares Held
811
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,446
of 2,892 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Investment Advisory Group, LLC holds $6,925,463 across 6 Software - Infrastructure names. PANW ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,771 | $4,763,838 | |
| 2 | FTNT |
Fortinet, Inc.
|
5,152 | $791,450 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
4,278 | $499,114 | |
| 4 | ORCL |
Oracle Corp
|
2,359 | $345,711 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
811 | $276,567 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,304 | $248,783 |
All Filings in PANW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,567 | 811 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||