Position in PANW
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$878,393
-$119,602 QoQ
Shares Held
5,479
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $9,416,035 across 37 Software - Infrastructure names. PANW ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,524 | $4,265,839 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
16,260 | $2,378,512 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
5,479 | $878,393 | |
| 4 | ORCL |
Oracle Corp
|
5,322 | $782,919 | |
| 5 | CRWV |
CoreWeave, Inc.
|
3,165 | $245,192 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,360 | $230,341 | |
| 7 | NET |
Cloudflare, Inc.
|
774 | $159,707 | |
| 8 | NTAP |
NetApp, Inc.
|
913 | $93,482 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $878,393 | 5,479 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $997,995 | 5,418 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $954,163 | 4,686 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $791,752 | 3,869 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $610,549 | 3,578 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $584,819 | 3,214 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $260,451 | 1,524 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $258,325 | 1,524 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $216,507 | 1,524 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $209,364 | 1,420 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $213,223 | 1,819 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $224,721 | 1,759 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $110,755 | 1,109 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $73,886 | 1,059 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $86,726 | 1,059 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $24,943 | 303 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $31,436 | 303 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $28,116 | 303 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $24,189 | 303 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $18,552 | 300 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $16,103 | 300 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $17,769 | 300 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $12,237 | 300 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $11,483 | 300 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,732 | 100 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||