Position in NET
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$841,454
+$93,467 QoQ
Shares Held
4,078
+7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026LeConte Wealth Management, LLC holds $7,906,739 across 13 Software - Infrastructure names. NET ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
7,915 | $2,929,895 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
7,445 | $1,089,054 | |
| 3 | NET |
Cloudflare, Inc.
This page
|
4,078 | $841,454 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,962 | $635,187 | |
| 5 | FTNT |
Fortinet, Inc.
|
7,539 | $616,087 | |
| 6 | VRSN |
Verisign Inc/Ca
|
1,449 | $359,873 | |
| 7 | ORCL |
Oracle Corp
|
2,441 | $359,095 | |
| 8 | FFIV |
F5, Inc.
|
947 | $273,995 |
All Filings in NET
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $841,454 | 4,078 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $747,987 | 3,794 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $702,782 | 3,275 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $451,975 | 2,308 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||