Position in NET
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$563,162
+$89,406 QoQ
Shares Held
2,296
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#736
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, 2026KPP Advisory Services LLC holds $19,891,621 across 10 Software - Infrastructure names. NET ranks #4 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
33,642 | $12,549,138 | |
| 2 | PANW |
Palo Alto Networks Inc
|
10,287 | $3,508,072 | |
| 3 | ORCL |
Oracle Corp
|
8,587 | $1,258,424 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
2,296 | $563,162 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,656 | $543,215 | |
| 6 | AEVA |
Aeva Technologies, Inc.
|
13,600 | $390,592 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,879 | $288,651 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
5,968 | $284,651 |
All Filings in NET
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $563,162 | 2,296 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $473,756 | 2,296 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $454,430 | 2,305 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $393,987 | 1,836 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $359,543 | 1,836 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $206,898 | 1,836 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $204,699 | 1,901 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||