Position in NET
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$508,465
+$304,602 QoQ
Shares Held
2,073
+109.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#753
of 1,214 holders
Holding Since
Dec 2020
23 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 Jun 30, 2026Clearstead Advisors, LLC holds $327,702,295 across 89 Software - Infrastructure names. NET ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
570,657 | $212,866,474 | |
| 2 | PANW |
Palo Alto Networks Inc
|
124,812 | $42,563,388 | |
| 3 | ORCL |
Oracle Corp
|
124,028 | $18,176,303 | |
| 4 | AKAM |
Akamai Technologies Inc
|
125,045 | $14,781,569 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
49,176 | $9,382,043 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
61,027 | $7,120,020 | |
| 7 | OKTA |
Okta, Inc.
|
33,874 | $4,622,107 | |
| 8 | RAMP |
LiveRamp Holdings, Inc.
|
105,289 | $3,963,077 |
All Filings in NET
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,465 | 2,073 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $203,863 | 988 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $212,330 | 1,077 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $281,971 | 1,314 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $251,054 | 1,282 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $122,043 | 1,083 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $111,664 | 1,037 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $81,698 | 1,010 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $80,759 | 975 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $61,487 | 635 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $23,729 | 285 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $17,966 | 285 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $18,630 | 285 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $17,573 | 285 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $12,884 | 285 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,891 | 215 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $16,143 | 369 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $37,107 | 310 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $21,040 | 160 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,334 | 145 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $15,346 | 145 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,405 | 20 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $759 | 10 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||