Position in NET
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$64,999
New position
Shares Held
265
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,035
of 1,214 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CALDWELL SUTTER CAPITAL, INC. holds $3,732,850 across 13 Software - Infrastructure names. NET ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
7,414 | $2,765,570 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,126 | $383,988 | |
| 3 | ORCL |
Oracle Corp
|
1,605 | $235,212 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
1,665 | $194,255 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
265 | $64,999 | |
| 6 | TOST |
Toast, Inc.
|
1,665 | $46,320 | |
| 7 | CRWV |
CoreWeave, Inc.
|
200 | $19,908 | |
| 8 | VRNS |
Varonis Systems Inc
|
153 | $6,419 |
All Filings in NET
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,999 | 265 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||