Position in NET
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$279,373
+$44,352 QoQ
Shares Held
1,139
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#888
of 1,210 holders
Holding Since
Dec 2024
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, 2026MCF Advisors LLC holds $26,596,275 across 35 Software - Infrastructure names. NET ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
50,790 | $18,945,685 | |
| 2 | ORCL |
Oracle Corp
|
20,411 | $2,991,232 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
14,280 | $1,666,047 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
5,952 | $1,135,552 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,148 | $732,510 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
1,139 | $279,373 | |
| 7 | SABR |
Sabre Corp
|
64,034 | $133,831 | |
| 8 | WEX |
WEX Inc.
|
784 | $110,614 |
All Filings in NET
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,373 | 1,139 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $235,021 | 1,139 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $224,553 | 1,139 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $244,418 | 1,139 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $223,050 | 1,139 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $128,353 | 1,139 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $122,647 | 1,139 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||