Position in PANW
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$899,234
-$169,862 QoQ
Shares Held
5,609
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
9 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)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Fiduciary Alliance LLC holds $63,178,896 across 9 Software - Infrastructure names. PANW ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
115,569 | $42,780,176 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
72,582 | $10,617,294 | |
| 3 | ZETA |
Zeta Global Holdings Corp.
|
356,064 | $5,668,538 | |
| 4 | ORCL |
Oracle Corp
|
13,283 | $1,954,062 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
5,609 | $899,234 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
4,767 | $465,271 | |
| 7 | FTNT |
Fortinet, Inc.
|
4,556 | $372,316 | |
| 8 | CORZ |
Core Scientific, Inc./tx
|
18,075 | $270,402 |
All Filings in PANW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $270,363 | 1,582 | Shares | Sole | 2024-10-11 | |
| 2023-06-30 | $31,555 | 247 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $14,442 | 207 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||