Position in NET
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$129,998
+$20,638 QoQ
Shares Held
530
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#997
of 1,210 holders
Holding Since
Sep 2022
7 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $40,909,180 across 22 Software - Infrastructure names. NET ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
93,724 | $34,960,926 | |
| 2 | ORCL |
Oracle Corp
|
11,689 | $1,713,022 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
33,488 | $1,597,252 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,712 | $924,846 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
5,881 | $686,136 | |
| 6 | XYZ |
Block, Inc.
|
2,880 | $218,880 | |
| 7 | CORZ |
Core Scientific, Inc./tx
|
5,296 | $135,524 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
530 | $129,998 |
All Filings in NET
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129,998 | 530 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $109,360 | 530 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $28,981 | 147 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $31,544 | 147 | Shares | Sole | 2025-10-27 | |
| 2024-06-30 | $82 | 1 | Shares | Sole | 2024-07-19 | |
| 2022-12-31 | $361 | 8 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $442 | 8 | Shares | Sole | 2022-11-01 | |
| No filing history on record for this holder in this stock. | ||||||