Position in PANW
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$7,911,311
-$514,733 QoQ
Shares Held
49,347
+7.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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)
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 Mar 31, 2026HB Wealth Management, LLC holds $266,541,890 across 30 Software - Infrastructure names. PANW ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
540,626 | $200,123,526 | |
| 2 | ORCL |
Oracle Corp
|
185,529 | $27,293,171 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
96,614 | $14,132,695 | |
| 4 | PANW |
Palo Alto Networks Inc
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|
49,347 | $7,911,311 | |
| 5 | SNPS |
Synopsys Inc
|
7,270 | $2,882,409 | |
| 6 | FTNT |
Fortinet, Inc.
|
27,906 | $2,280,478 | |
| 7 | NET |
Cloudflare, Inc.
|
6,583 | $1,358,336 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
13,068 | $1,275,469 |
All Filings in PANW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $2,731,836 | 15,985 | Shares | Sole | 2024-10-15 | |
| 2024-09-30 | $170,900 | 1,000 | Call | Sole | 2024-10-15 | |
| 2024-06-30 | $2,579,696 | 15,219 | Shares | Sole | 2024-07-26 | |
| 2024-06-30 | $389,861 | 2,300 | Call | Sole | 2024-07-26 | |
| 2024-03-31 | $1,154,988 | 8,130 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,068,792 | 7,249 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $883,838 | 7,540 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $804,600 | 6,298 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $537,600 | 5,383 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $351,780 | 5,042 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $378,354 | 4,620 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $121,920 | 1,481 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $53,535 | 516 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $37,581 | 405 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||