Position in NET
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,325,493
+$298,127 QoQ
Shares Held
5,404
+8.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#588
of 1,214 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Derivatives in NET
reported options exposure · as of Jun 30, 2026CallValue
$25,260
CallShares
5,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Main Street Financial Solutions, LLC holds $23,728,036 across 7 Software - Infrastructure names. NET ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
32,945 | $12,289,143 | |
| 2 | FOUR |
Shift4 Payments, Inc.
|
75,643 | $3,679,275 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
31,104 | $3,628,903 | |
| 4 | ORCL |
Oracle Corp
|
10,660 | $1,562,223 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
5,404 | $1,325,493 | |
| 6 | PANW |
Palo Alto Networks Inc
|
2,074 | $707,275 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
2,808 | $535,724 |
All Filings in NET
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,260 | 5,000 | Call | Sole | 2026-08-07 | |
| 2026-06-30 | $1,325,493 | 5,404 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,027,366 | 4,979 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $515,850 | 2,500 | Call | Sole | 2026-07-29 | |
| 2025-12-31 | $784,459 | 3,979 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $854,926 | 3,984 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $769,416 | 3,929 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $442,759 | 3,929 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $239,515 | 2,961 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $212,790 | 2,569 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||