Position in PANW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$399,334
+$211,600 QoQ
Shares Held
1,171
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,196
of 2,893 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Asset Planning,Inc holds $2,852,393 across 9 Software - Infrastructure names. PANW ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,102 | $1,903,148 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
1,171 | $399,334 | |
| 3 | FTNT |
Fortinet, Inc.
|
1,727 | $265,301 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
1,930 | $225,173 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
400 | $19,078 | |
| 6 | ORCL |
Oracle Corp
|
116 | $16,999 | |
| 7 | BB |
BLACKBERRY Ltd
|
1,000 | $12,650 | |
| 8 | INFQ |
Infleqtion, Inc.
|
650 | $8,658 |
All Filings in PANW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,334 | 1,171 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $187,734 | 1,171 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $18,420 | 100 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $61,086 | 300 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $40,928 | 200 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $34,128 | 200 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $36,392 | 200 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||