Position in NET
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,120,200
+$293,472 QoQ
Shares Held
8,644
-2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#502
of 1,218 holders
Holding Since
Mar 2020
11 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, 2026Sowell Financial Services LLC holds $79,819,026 across 14 Software - Infrastructure names. NET ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
151,909 | $56,665,095 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
77,499 | $9,041,808 | |
| 3 | PANW |
Palo Alto Networks Inc
|
16,080 | $5,483,601 | |
| 4 | ORCL |
Oracle Corp
|
17,115 | $2,508,203 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
8,644 | $2,120,200 | |
| 6 | CRWV |
CoreWeave, Inc.
|
11,022 | $1,097,129 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
22,512 | $1,073,737 | |
| 8 | FTNT |
Fortinet, Inc.
|
3,203 | $492,044 |
All Filings in NET
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,120,200 | 8,644 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,826,728 | 8,853 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,549,599 | 7,860 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,518,868 | 7,078 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $704,008 | 3,595 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $226,506 | 2,010 | Shares | Sole | 2025-04-17 | |
| 2021-03-31 | $29,087 | 414 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $31,307 | 412 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $12,318 | 300 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,797 | 50 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,174 | 50 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||