Position in NET
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$486,635
+$250,856 QoQ
Shares Held
1,984
+64.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#765
of 1,210 holders
Holding Since
Jun 2025
2 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, 2026Proficio Capital Partners LLC holds $34,872,529 across 22 Software - Infrastructure names. NET ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
65,137 | $24,297,403 | |
| 2 | FTNT |
Fortinet, Inc.
|
7,990 | $1,227,423 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
9,206 | $1,074,064 | |
| 4 | ORCL |
Oracle Corp
|
7,228 | $1,059,263 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,729 | $930,643 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
3,840 | $732,614 | |
| 7 | SNPS |
Synopsys Inc
|
1,627 | $725,755 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
1,984 | $486,635 |
All Filings in NET
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,635 | 1,984 | Shares | Sole | 2026-08-17 | |
| 2025-06-30 | $235,779 | 1,204 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||