Position in NET
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$502,333
+$76,448 QoQ
Shares Held
2,048
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#758
of 1,214 holders
Holding Since
Sep 2025
4 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, 2026JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $43,048,677 across 8 Software - Infrastructure names. NET ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
67,661 | $25,238,906 | |
| 2 | PANW |
Palo Alto Networks Inc
|
37,508 | $12,790,978 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
14,887 | $1,736,866 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
24,112 | $1,150,051 | |
| 5 | CRWV |
CoreWeave, Inc.
|
6,424 | $639,444 | |
| 6 | ORCL |
Oracle Corp
|
4,222 | $618,734 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
2,048 | $502,333 | |
| 8 | ZS |
Zscaler, Inc.
|
2,631 | $371,365 |
All Filings in NET
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,333 | 2,048 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $425,885 | 2,064 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $396,665 | 2,012 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $397,206 | 1,851 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||