Position in NET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,146,684
+$204,742 QoQ
Shares Held
4,675
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#609
of 1,214 holders
Holding Since
Mar 2020
24 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, 2026Van Hulzen Asset Management, LLC holds $56,255,843 across 9 Software - Infrastructure names. NET ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
99,491 | $37,112,132 | |
| 2 | PANW |
Palo Alto Networks Inc
|
22,856 | $7,794,353 | |
| 3 | QLYS |
Qualys, Inc.
|
27,342 | $3,759,251 | |
| 4 | ORCL |
Oracle Corp
|
11,815 | $1,731,488 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
8,108 | $1,546,884 | |
| 6 | PRGS |
Progress Software Corp /Ma
|
36,055 | $1,210,726 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
4,675 | $1,146,684 | |
| 8 | RBRK |
Rubrik, Inc.
|
14,104 | $1,132,269 |
All Filings in NET
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,146,684 | 4,675 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $941,942 | 4,565 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $949,277 | 4,815 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,127,670 | 5,255 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,058,461 | 5,405 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $600,074 | 5,325 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $731,685 | 6,795 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $517,291 | 6,395 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $634,063 | 7,655 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,314,757 | 13,578 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,067,226 | 12,818 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $868,943 | 13,784 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $295,210 | 4,516 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $257,430 | 4,175 | Shares | Sole | 2023-04-28 | |
| 2022-09-30 | $254,702 | 4,605 | Shares | Sole | 2022-11-08 | |
| 2022-03-31 | $475,807 | 3,975 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $718,647 | 5,465 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $680,406 | 6,040 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $675,470 | 6,382 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $446,151 | 6,350 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $758,380 | 9,980 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $455,150 | 11,085 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $59,922,430 | 1,666,827 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $428,157 | 18,235 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||