Position in NET
as of Mar 31, 2026
· filed Jun 24, 2026
Position Value
$254,210
+$10,927 QoQ
Shares Held
1,232
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Basecamp Wealth Advisors LLC holds $21,847,201 across 55 Software - Infrastructure names. NET ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
46,665 | $17,273,983 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
8,192 | $1,198,325 | |
| 3 | ORCL |
Oracle Corp
|
8,083 | $1,189,090 | |
| 4 | PANW |
Palo Alto Networks Inc
|
4,050 | $649,296 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
1,232 | $254,210 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,658 | $217,211 | |
| 7 | AKAM |
Akamai Technologies Inc
|
1,401 | $160,904 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
354 | $138,205 |
All Filings in NET
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $254,210 | 1,232 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $243,283 | 1,234 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||