Position in NET
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$203,582
-$12,080 QoQ
Shares Held
830
-17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#979
of 1,214 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026FULTON BREAKEFIELD BROENNIMAN LLC holds $67,481,713 across 6 Software - Infrastructure names. NET ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
175,620 | $65,509,772 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
2,720 | $518,935 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
4,160 | $485,347 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,244 | $424,228 | |
| 5 | ORCL |
Oracle Corp
|
2,319 | $339,849 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
830 | $203,582 |
All Filings in NET
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,582 | 830 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $215,662 | 1,005 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||