Paragon Private Wealth Management, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1922684 LEXINGTON, KY

Position in PANW

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,636,083

+$1,525,868 QoQ

Shares Held

7,730

+11.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#1,248

of 2,893 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 31% Shared 0% None 69%

Technology · as of Jun 30, 2026

Paragon Private Wealth Management, LLC holds $18,456,270 across 6 Software - Infrastructure names. PANW ranks #2 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	35,511	$13,246,312
2	PANW	Palo Alto Networks Inc This page	7,730	$2,636,083
3	ORCL	Oracle Corp	9,878	$1,447,620
4	CRWD	CrowdStrike Holdings, Inc.	2,332	$444,910
5	PLTR	Palantir Technologies Inc.	3,487	$406,827
6	FTNT	Fortinet, Inc.	1,787	$274,518

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,636,083	7,730	+11.6%	Shares	Sole	2026-07-28
2026-03-31	$1,110,215	6,925	+3.6%	Shares	Sole	2026-05-19
2025-12-31	$1,231,745	6,687	+0.3%	Shares	Sole	2026-02-11
2025-09-30	$1,357,941	6,669	+36.0%	Shares	Sole	2025-11-03
2025-06-30	$1,003,758	4,905	+27.6%	Shares	Sole	2025-08-14
2025-03-31	$655,768	3,843	+20.0%	Shares	Sole	2025-05-15
2024-12-31	$582,635	3,202	+132.9%	Shares	Sole	2025-02-07
2024-09-30	$469,975	1,375	+12.9%	Shares	Sole	2024-11-07
2024-06-30	$412,914	1,218	+20.6%	Shares	Sole	2024-08-12
2024-03-31	$286,971	1,010	+43.3%	Shares	Sole	2024-05-13
2023-12-31	$207,890	705	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.