Position in NET
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$433,655
+$68,846 QoQ
Shares Held
1,768
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#796
of 1,214 holders
Holding Since
Mar 2020
17 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, 2026Sterling Investment Advisors, Ltd. holds $35,505,888 across 8 Software - Infrastructure names. NET ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWD |
CrowdStrike Holdings, Inc.
|
93,044 | $17,751,399 | |
| 2 | MSFT |
Microsoft Corp
|
29,406 | $10,969,026 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
34,002 | $3,967,013 | |
| 4 | ORCL |
Oracle Corp
|
7,771 | $1,138,840 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
4,400 | $690,932 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
1,768 | $433,655 | |
| 7 | RBRK |
Rubrik, Inc.
|
4,110 | $329,950 | |
| 8 | PANW |
Palo Alto Networks Inc
|
660 | $225,073 |
All Filings in NET
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,655 | 1,768 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $364,809 | 1,768 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $397,848 | 2,018 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $433,042 | 2,018 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $395,184 | 2,018 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $227,408 | 2,018 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $217,298 | 2,018 | Shares | Sole | 2025-02-04 | |
| 2022-06-30 | $88,287 | 2,018 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $271,479 | 2,268 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $264,315 | 2,010 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $282,751 | 2,510 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $264,600 | 2,500 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $175,650 | 2,500 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $189,975 | 2,500 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $82,120 | 2,000 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $71,900 | 2,000 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $46,960 | 2,000 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||