Position in NET
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,146,684
+$195,663 QoQ
Shares Held
4,675
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#607
of 1,214 holders
Holding Since
Jun 2024
9 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, 2026Palumbo Wealth Management LLC holds $20,942,896 across 12 Software - Infrastructure names. NET ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
33,335 | $12,434,621 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
16,240 | $3,098,348 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
11,456 | $1,336,571 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
4,675 | $1,146,684 | |
| 5 | NTNX |
Nutanix, Inc.
|
11,105 | $565,910 | |
| 6 | TWLO |
Twilio Inc
|
2,672 | $551,313 | |
| 7 | MDB |
MongoDB, Inc.
|
1,267 | $425,585 | |
| 8 | GTLB |
Gitlab Inc.
|
12,832 | $391,760 |
All Filings in NET
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,146,684 | 4,675 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $951,021 | 4,609 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $766,519 | 3,888 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $764,369 | 3,562 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $625,285 | 3,193 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $367,932 | 3,265 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $392,708 | 3,647 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $215,086 | 2,659 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $201,691 | 2,435 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||