RFG Advisory, LLC

Position in NET — Cloudflare, Inc.

CIK 1633387 BIRMINGHAM, AL

Position in NET

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$4,796,450

+$828,739 QoQ

Shares Held

19,555

+1.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#361

of 1,210 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Technology · as of Jun 30, 2026

RFG Advisory, LLC holds $55,164,256 across 11 Software - Infrastructure names. NET ranks #3 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	65,031	$24,257,863
2	PLTR	Palantir Technologies Inc.	46,124	$5,381,287
3	NET	Cloudflare, Inc. This page	19,555	$4,796,450
4	CRWV	CoreWeave, Inc.	47,438	$4,721,978
5	IOT	Samsara Inc.	111,482	$3,615,361
6	ORCL	Oracle Corp	24,657	$3,613,483
7	PANW	Palo Alto Networks Inc	7,119	$2,427,721
8	FTNT	Fortinet, Inc.	13,581	$2,086,313

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,796,450	19,555	+1.7%	Shares	Sole	2026-07-15
2026-03-31	$3,967,711	19,229	+2.5%	Shares	Sole	2026-04-20
2025-12-31	$3,699,716	18,766	-0.7%	Shares	Sole	2026-02-03
2025-09-30	$4,057,038	18,906	-3.6%	Shares	Sole	2025-11-06
2025-06-30	$3,840,030	19,609	+15.5%	Shares	Sole	2025-07-28
2025-03-31	$1,912,574	16,972	+72.9%	Shares	Sole	2025-04-09
2024-12-31	$1,056,986	9,816	+11.1%	Shares	Sole	2025-01-21
2024-09-30	$714,582	8,834	+1.9%	Shares	Sole	2024-10-17
2024-06-30	$718,301	8,672	+18.7%	Shares	Sole	2024-07-15
2024-03-31	$707,439	7,306	+9.6%	Shares	Sole	2024-04-11
2023-12-31	$555,260	6,669	+12.0%	Shares	Sole	2024-01-25
2023-09-30	$375,529	5,957	+2.9%	Shares	Sole	2023-10-16
2023-06-30	$378,557	5,791	+51.2%	Shares	Sole	2023-08-03
2023-03-31	$236,096	3,829	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.