Position in NET
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,538,394
+$1,534,704 QoQ
Shares Held
12,302
+141.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Callan Family Office, LLC holds $181,157,965 across 31 Software - Infrastructure names. NET ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
343,239 | $127,056,780 | |
| 2 | ORCL |
Oracle Corp
|
78,127 | $11,493,262 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
76,707 | $11,220,699 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
19,191 | $7,492,358 | |
| 5 | PANW |
Palo Alto Networks Inc
|
30,680 | $4,918,617 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
12,302 | $2,538,394 | |
| 7 | SNPS |
Synopsys Inc
|
5,706 | $2,262,314 | |
| 8 | NTAP |
NetApp, Inc.
|
14,104 | $1,444,108 |
All Filings in NET
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,538,394 | 12,302 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,003,690 | 5,091 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $896,342 | 4,177 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $926,471 | 4,731 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||