Position in NET
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$340,939
+$54,127 QoQ
Shares Held
1,390
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#847
of 1,214 holders
Holding Since
Jun 2025
5 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, 2026Revisor Wealth Management LLC holds $12,493,985 across 7 Software - Infrastructure names. NET ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
24,679 | $9,205,760 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
9,814 | $1,144,999 | |
| 3 | OKTA |
Okta, Inc.
|
4,757 | $649,092 | |
| 4 | ORCL |
Oracle Corp
|
4,199 | $615,363 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
1,390 | $340,939 | |
| 6 | TWLO |
Twilio Inc
|
1,526 | $314,859 | |
| 7 | RXT |
Rackspace Technology, Inc.
|
34,146 | $222,973 |
All Filings in NET
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,939 | 1,390 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $286,812 | 1,390 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $263,589 | 1,337 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $286,906 | 1,337 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $261,824 | 1,337 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||