Cassaday & Co Wealth Management LLC

Position in PANW — Palo Alto Networks Inc

CIK 1963612 MCLEAN, VA

Position in PANW

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$1,047,049

-$164,250 QoQ

Shares Held

6,531

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Cassaday & Co Wealth Management LLC holds $33,759,413 across 31 Software - Infrastructure names. PANW ranks #4 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	70,338	$26,037,017
2	PLTR	Palantir Technologies Inc.	18,703	$2,735,874
3	ORCL	Oracle Corp	15,498	$2,279,910
4	PANW	Palo Alto Networks Inc This page	6,531	$1,047,049
5	TLS	Telos Corp	126,223	$528,874
6	FTNT	Fortinet, Inc.	5,270	$430,664
7	CHKP	Check Point Software Technologies Ltd	1,632	$233,131
8	CRWD	CrowdStrike Holdings, Inc.	1,357	$132,446

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,047,049	6,531	-0.7%	Shares	Sole	2026-05-07
2025-12-31	$1,211,299	6,576	+12.5%	Shares	Sole	2026-02-03
2025-09-30	$1,190,158	5,845	+0.9%	Shares	Sole	2025-11-07
2025-06-30	$1,185,479	5,793	+3.4%	Shares	Sole	2025-08-05
2025-03-31	$955,584	5,600	-2.1%	Shares	Sole	2025-05-05
2024-12-31	$1,040,811	5,720	+226.1%	Shares	Sole	2025-02-03
2024-09-30	$299,758	1,754	+2.7%	Shares	Sole	2024-11-07
2024-06-30	$289,514	1,708	+10.3%	Shares	Sole	2024-07-30
2024-03-31	$219,916	1,548	+1.4%	Shares	Sole	2024-05-08
2023-12-31	$225,140	1,527	+20.3%	Shares	Sole	2024-02-14
2023-09-30	$148,752	1,269	+1.4%	Shares	Sole	2023-11-06
2023-06-30	$159,821	1,251	—	Shares	Sole	2023-08-07
No filing history on record for this holder in this stock.