Position in NET
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$50,037
+$7,944 QoQ
Shares Held
204
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,031
of 1,193 holders
Holding Since
Sep 2025
4 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, 2026Salomon & Ludwin, LLC holds $28,765,699 across 41 Software - Infrastructure names. NET ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
60,342 | $22,508,772 | |
| 2 | ORCL |
Oracle Corp
|
32,744 | $4,798,633 | |
| 3 | PANW |
Palo Alto Networks Inc
|
833 | $284,069 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
2,121 | $247,457 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
139 | $106,076 | |
| 6 | FFIV |
F5, Inc.
|
167 | $69,465 | |
| 7 | FTNT |
Fortinet, Inc.
|
433 | $66,517 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
204 | $50,037 |
All Filings in NET
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,037 | 204 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $42,093 | 204 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $27,798 | 141 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $40,128 | 187 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||