Position in NET
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$202,356
New position
Shares Held
825
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#981
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, 2026MJP ASSOCIATES INC /ADV holds $12,707,133 across 7 Software - Infrastructure names. NET ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
24,038 | $8,966,654 | |
| 2 | PANW |
Palo Alto Networks Inc
|
3,779 | $1,288,714 | |
| 3 | ORCL |
Oracle Corp
|
5,303 | $777,154 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
3,440 | $656,300 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,650 | $542,515 | |
| 6 | SNPS |
Synopsys Inc
|
613 | $273,440 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
825 | $202,356 |
All Filings in NET
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,356 | 825 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||