Position in PANW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$16,393,854
+$8,482,543 QoQ
Shares Held
48,073
-2.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#573
of 2,907 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Dec 31, 2024CallValue
$363,920
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HB Wealth Management, LLC holds $302,177,614 across 34 Software - Infrastructure names. PANW ranks #3 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
552,823 | $206,214,035 | |
| 2 | ORCL |
Oracle Corp
|
197,825 | $28,991,253 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
48,073 | $16,393,854 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
91,527 | $10,678,455 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
54,248 | $10,349,704 | |
| 6 | FTNT |
Fortinet, Inc.
|
30,347 | $4,661,906 | |
| 7 | CRWV |
CoreWeave, Inc.
|
39,599 | $3,941,684 | |
| 8 | SNPS |
Synopsys Inc
|
8,351 | $3,725,130 |
All Filings in PANW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,393,854 | 48,073 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $7,911,311 | 49,347 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $8,426,044 | 45,744 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,912,447 | 43,770 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,593,834 | 27,335 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,984,515 | 35,071 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $363,920 | 2,000 | Call | Sole | 2025-01-15 | |
| 2024-12-31 | $6,069,275 | 33,355 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,463,673 | 15,985 | Shares | Sole | 2024-10-15 | |
| 2024-09-30 | $341,800 | 1,000 | Call | Sole | 2024-10-15 | |
| 2024-06-30 | $5,159,393 | 15,219 | Shares | Sole | 2024-07-26 | |
| 2024-06-30 | $779,723 | 2,300 | Call | Sole | 2024-07-26 | |
| 2024-03-31 | $2,309,976 | 8,130 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,137,585 | 7,249 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,767,677 | 7,540 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,609,201 | 6,298 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,075,200 | 5,383 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $703,560 | 5,042 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $756,709 | 4,620 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $731,524 | 1,481 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $321,215 | 516 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $225,487 | 405 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||