Position in NET
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$298,015
+$46,693 QoQ
Shares Held
1,215
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#877
of 1,214 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026OARSMAN CAPITAL, INC. holds $14,983,403 across 6 Software - Infrastructure names. NET ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
31,877 | $11,890,758 | |
| 2 | ORCL |
Oracle Corp
|
8,384 | $1,228,675 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,937 | $660,555 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
4,274 | $498,647 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
2,132 | $406,753 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
1,215 | $298,015 |
All Filings in NET
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,015 | 1,215 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $251,322 | 1,218 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $240,128 | 1,218 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $261,370 | 1,218 | Shares | Sole | 2025-11-21 | |
| 2024-12-31 | $81,836 | 760 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $61,476 | 760 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||