Position in NET
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,649,508
+$415,595 QoQ
Shares Held
6,725
+12.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#547
of 1,214 holders
Holding Since
Mar 2026
2 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, 2026Leelyn Smith, LLC holds $26,263,196 across 9 Software - Infrastructure names. NET ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
32,799 | $12,234,682 | |
| 2 | PANW |
Palo Alto Networks Inc
|
11,419 | $3,894,107 | |
| 3 | FTNT |
Fortinet, Inc.
|
21,362 | $3,281,630 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
17,055 | $1,989,806 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
6,725 | $1,649,508 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
26,676 | $1,272,345 | |
| 7 | ZS |
Zscaler, Inc.
|
8,735 | $1,232,945 | |
| 8 | NN |
Nextnav Inc.
|
20,358 | $362,983 |
All Filings in NET
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,649,508 | 6,725 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,233,913 | 5,980 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||