Position in PANW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,106,268
-$296,852 QoQ
Shares Held
3,244
-62.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,650
of 2,893 holders
Holding Since
Mar 2026
2 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, 2026TRB Wealth Management, LLC holds $13,925,622 across 7 Software - Infrastructure names. PANW ranks #2 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
27,373 | $10,210,676 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
3,244 | $1,106,268 | |
| 3 | ORCL |
Oracle Corp
|
6,228 | $912,713 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
6,022 | $702,586 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
2,592 | $494,514 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,842 | $282,968 | |
| 7 | SNPS |
Synopsys Inc
|
484 | $215,897 |
All Filings in PANW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,106,268 | 3,244 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,403,120 | 8,752 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||