Position in NET
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,267,388
-$2,646,989 QoQ
Shares Held
21,475
-44.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#12
of 107 holders
Holding Since
Dec 2021
18 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 Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $144,154,192 across 24 Software - Infrastructure names. NET ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
193,067 | $72,017,852 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
188,200 | $21,957,294 | |
| 3 | PANW |
Palo Alto Networks Inc
|
48,369 | $16,494,796 | |
| 4 | FTNT |
Fortinet, Inc.
|
40,252 | $6,183,512 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
21,475 | $5,267,388 | |
| 6 | ORCL |
Oracle Corp
|
29,150 | $4,271,932 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
21,346 | $4,072,496 | |
| 8 | CRWV |
CoreWeave, Inc.
|
35,725 | $3,556,066 |
All Filings in NET
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,267,388 | 21,475 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $7,914,377 | 38,356 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,674,797 | 44,001 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $9,993,670 | 46,571 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $7,587,237 | 38,744 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $2,419,454 | 21,470 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $917,433 | 8,520 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $630,537 | 7,795 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $700,244 | 8,454 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $792,747 | 8,187 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $683,564 | 8,210 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $654,418 | 10,381 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $649,189 | 9,931 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $443,952 | 7,200 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $266,784 | 5,901 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $324,559 | 5,868 | Shares | Sole | 2026-06-15 | |
| 2022-03-31 | $296,137 | 2,474 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $317,572 | 2,415 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||