Position in NET
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$464,560
+$65,912 QoQ
Shares Held
1,894
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#779
of 1,214 holders
Holding Since
Mar 2021
10 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, 2026Dynamic Advisor Solutions LLC holds $67,214,196 across 13 Software - Infrastructure names. NET ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
124,487 | $46,436,140 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
69,935 | $8,159,316 | |
| 3 | PANW |
Palo Alto Networks Inc
|
18,998 | $6,478,697 | |
| 4 | ORCL |
Oracle Corp
|
17,689 | $2,592,322 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
16,288 | $776,876 | |
| 6 | SNPS |
Synopsys Inc
|
1,237 | $551,788 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
1,894 | $464,560 | |
| 8 | CRWV |
CoreWeave, Inc.
|
4,280 | $426,031 |
All Filings in NET
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,560 | 1,894 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $398,648 | 1,932 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $329,043 | 1,669 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $364,588 | 1,699 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $299,228 | 1,528 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $223,351 | 1,982 | Shares | Sole | 2025-04-17 | |
| 2021-12-31 | $564,924 | 4,296 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $600,086 | 5,327 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $348,848 | 3,296 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $201,154 | 2,863 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||