Position in NET
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$534,955
+$333,455 QoQ
Shares Held
2,181
+132.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#745
of 1,214 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026INTEGRITY ALLIANCE, LLC. holds $50,102,740 across 10 Software - Infrastructure names. NET ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
84,572 | $31,547,047 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
49,256 | $5,746,697 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
18,484 | $3,526,469 | |
| 4 | FTNT |
Fortinet, Inc.
|
22,560 | $3,465,667 | |
| 5 | ORCL |
Oracle Corp
|
16,943 | $2,482,996 | |
| 6 | PANW |
Palo Alto Networks Inc
|
4,615 | $1,573,807 | |
| 7 | AKAM |
Akamai Technologies Inc
|
7,628 | $901,705 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
2,181 | $534,955 |
All Filings in NET
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $534,955 | 2,181 | Shares | Sole | 2026-07-31 | |
| 2025-09-30 | $201,500 | 939 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||