Position in NET
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,227,626
+$401,647 QoQ
Shares Held
5,005
+25.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#601
of 1,214 holders
Holding Since
Dec 2020
17 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, 2026NWAM LLC holds $107,463,190 across 11 Software - Infrastructure names. NET ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
236,996 | $88,404,247 | |
| 2 | BB |
BLACKBERRY Ltd
|
558,925 | $7,070,401 | |
| 3 | ORCL |
Oracle Corp
|
18,334 | $2,686,847 | |
| 4 | PANW |
Palo Alto Networks Inc
|
7,541 | $2,571,631 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
21,270 | $2,481,570 | |
| 6 | XYZ |
Block, Inc.
|
20,968 | $1,593,568 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
5,005 | $1,227,626 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
12,916 | $616,044 |
All Filings in NET
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,227,626 | 5,005 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $825,979 | 4,003 | Shares | Sole | 2026-05-04 | |
| 2025-06-30 | $249,683 | 1,275 | Shares | Sole | 2026-02-04 | |
| 2024-03-31 | $436,509 | 4,508 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $413,385 | 4,965 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $335,688 | 5,325 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $317,044 | 4,850 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $309,594 | 5,021 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $216,827 | 4,796 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $280,089 | 5,064 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $215,731 | 4,931 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $560,794 | 4,685 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $646,191 | 4,914 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $559,194 | 4,964 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $537,984 | 5,083 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $327,622 | 4,663 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $259,429 | 3,414 | Shares | Sole | 2021-01-22 | |
| No filing history on record for this holder in this stock. | ||||||