Position in NET
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,193,539
-$31,837 QoQ
Shares Held
8,943
-17.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#497
of 1,214 holders
Holding Since
Mar 2026
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, 2026KILEY JUERGENS WEALTH MANAGEMENT, LLC holds $54,568,186 across 6 Software - Infrastructure names. NET ranks #3 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
113,323 | $42,271,745 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
28,596 | $5,455,687 | |
| 3 | NET |
Cloudflare, Inc.
This page
|
8,943 | $2,193,539 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
18,512 | $2,159,795 | |
| 5 | ORCL |
Oracle Corp
|
8,731 | $1,279,528 | |
| 6 | PANW |
Palo Alto Networks Inc
|
3,542 | $1,207,892 |
All Filings in NET
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,193,539 | 8,943 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,225,376 | 10,785 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||