Position in NET
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,563,938
+$1,064,977 QoQ
Shares Held
26,761
+0.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#311
of 1,214 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Perigon Wealth Management, LLC holds $129,344,898 across 26 Software - Infrastructure names. NET ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
188,165 | $70,189,308 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
83,708 | $9,766,212 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
49,236 | $9,393,490 | |
| 4 | PANW |
Palo Alto Networks Inc
|
20,065 | $6,842,566 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
26,761 | $6,563,938 | |
| 6 | ORCL |
Oracle Corp
|
40,148 | $5,883,689 | |
| 7 | MQ |
Marqeta, Inc.
|
243,301 | $3,951,212 | |
| 8 | FTNT |
Fortinet, Inc.
|
16,613 | $2,552,089 |
All Filings in NET
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,563,938 | 26,761 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,498,961 | 26,650 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $4,709,716 | 23,889 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $6,154,655 | 28,681 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,406,278 | 27,607 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,110,244 | 27,600 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,304,327 | 12,113 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,178,486 | 14,569 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $720,703 | 8,701 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,442,282 | 14,895 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,357,054 | 16,299 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $594,971 | 9,438 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $469,356 | 7,180 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $344,001 | 5,579 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $461,729 | 10,213 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $443,696 | 8,022 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $233,581 | 5,339 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $599,218 | 5,006 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $703,788 | 5,352 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $993,122 | 8,816 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $975,844 | 9,220 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $684,472 | 9,742 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $806,937 | 10,619 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $512,264 | 12,476 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||