Murphy & Mullick Capital Management Corp
Position in NET — Cloudflare, Inc.
CIK 2047271
SMITHTOWN, NY
Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$149,130
+$23,676 QoQ
Shares Held
608
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#993
of 1,210 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, 2026Murphy & Mullick Capital Management Corp holds $6,405,796 across 17 Software - Infrastructure names. NET ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,414 | $2,392,550 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
12,068 | $1,407,973 | |
| 3 | PANW |
Palo Alto Networks Inc
|
3,380 | $1,152,647 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
4,288 | $818,086 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
608 | $149,130 | |
| 6 | DBX |
Dropbox, Inc.
|
4,505 | $123,752 | |
| 7 | XYZ |
Block, Inc.
|
1,143 | $86,868 | |
| 8 | ORCL |
Oracle Corp
|
499 | $73,128 |
All Filings in NET
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,130 | 608 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $125,454 | 608 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $119,867 | 608 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $130,470 | 608 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $119,064 | 608 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $68,515 | 608 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $65,684 | 610 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||