Position in PANW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$7,615,999
+$4,102,106 QoQ
Shares Held
22,333
+1.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#800
of 2,850 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Dec 31, 2025CallValue
$1
CallShares
400
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 Jun 30, 2026Savvy Advisors, Inc. holds $86,301,687 across 23 Software - Infrastructure names. PANW ranks #2 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
151,539 | $56,527,077 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
22,333 | $7,615,999 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
62,802 | $7,327,109 | |
| 4 | ORCL |
Oracle Corp
|
26,747 | $3,919,772 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
4,714 | $3,597,441 | |
| 6 | FTNT |
Fortinet, Inc.
|
10,610 | $1,629,908 | |
| 7 | NET |
Cloudflare, Inc.
|
2,693 | $660,539 | |
| 8 | CRWV |
CoreWeave, Inc.
|
5,132 | $510,839 |
All Filings in PANW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,615,999 | 22,333 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,513,893 | 21,918 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1 | 400 | Call | Sole | 2026-01-20 | |
| 2025-12-31 | $3,345,993 | 18,165 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,270,951 | 16,064 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,700,224 | 13,195 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,077,712 | 12,176 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,808,318 | 9,938 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $646,002 | 1,890 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $284,429 | 839 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||