Position in NET
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,099,848
+$414,952 QoQ
Shares Held
12,638
-2.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#439
of 1,214 holders
Holding Since
Sep 2021
15 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, 2026Stratos Wealth Partners, LTD. holds $229,222,826 across 15 Software - Infrastructure names. NET ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
375,875 | $140,208,892 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
206,936 | $24,143,223 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
120,520 | $22,993,408 | |
| 4 | PANW |
Palo Alto Networks Inc
|
45,643 | $15,565,175 | |
| 5 | ORCL |
Oracle Corp
|
100,262 | $14,693,396 | |
| 6 | CRWV |
CoreWeave, Inc.
|
44,820 | $4,461,382 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
12,638 | $3,099,848 | |
| 8 | TWLO |
Twilio Inc
|
9,370 | $1,933,312 |
All Filings in NET
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,099,848 | 12,638 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,684,896 | 13,012 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,411,199 | 7,158 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,564,790 | 7,292 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,306,381 | 6,671 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $746,796 | 6,627 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $708,857 | 6,583 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $526,270 | 6,506 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $590,246 | 7,126 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $814,824 | 8,415 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,256,976 | 15,097 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $372,125 | 5,903 | Shares | Sole | 2023-10-24 | |
| 2022-03-31 | $236,646 | 1,977 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $270,232 | 2,055 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $230,707 | 2,048 | Shares | Sole | 2021-10-19 | |
| No filing history on record for this holder in this stock. | ||||||