Position in PANW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,942,790
+$1,043,556 QoQ
Shares Held
5,697
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,398
of 2,911 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Fiduciary Alliance LLC holds $48,307,304 across 9 Software - Infrastructure names. PANW ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
87,984 | $32,819,791 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
41,040 | $4,788,136 | |
| 3 | GRRR |
Gorilla Technology Group Inc.
|
125,448 | $2,493,906 | |
| 4 | ZETA |
Zeta Global Holdings Corp.
|
126,571 | $2,490,917 | |
| 5 | ORCL |
Oracle Corp
|
14,845 | $2,175,534 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
5,697 | $1,942,790 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
15,876 | $757,225 | |
| 8 | FTNT |
Fortinet, Inc.
|
3,872 | $594,816 |
All Filings in PANW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,942,790 | 5,697 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $899,234 | 5,609 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,069,096 | 5,804 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $933,394 | 4,584 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $681,860 | 3,332 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $534,273 | 3,131 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $565,713 | 3,109 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $540,727 | 1,582 | Shares | Sole | 2024-10-11 | |
| 2023-06-30 | $63,110 | 247 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $28,884 | 207 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||