Position in NET
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$359,825
+$71,775 QoQ
Shares Held
1,467
+5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#834
of 1,214 holders
Holding Since
Dec 2024
7 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, 2026Mayflower Financial Advisors, LLC holds $23,557,118 across 9 Software - Infrastructure names. NET ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
44,901 | $16,748,971 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
24,845 | $2,898,666 | |
| 3 | PANW |
Palo Alto Networks Inc
|
3,691 | $1,258,704 | |
| 4 | ORCL |
Oracle Corp
|
8,146 | $1,193,796 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
7,644 | $364,590 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
1,467 | $359,825 | |
| 7 | TOST |
Toast, Inc.
|
9,607 | $267,266 | |
| 8 | CRWV |
CoreWeave, Inc.
|
2,626 | $261,392 |
All Filings in NET
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,825 | 1,467 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $288,050 | 1,396 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $277,784 | 1,409 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $280,469 | 1,307 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $252,424 | 1,289 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $398,584 | 3,537 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $234,957 | 2,182 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||