Position in NET
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$394,164
+$62,163 QoQ
Shares Held
1,607
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#150
of 289 holders
Holding Since
Sep 2025
4 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, 2026CAPITAL ADVISORS INC/OK holds $295,016,665 across 8 Software - Infrastructure names. NET ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
495,061 | $184,667,654 | |
| 2 | PANW |
Palo Alto Networks Inc
|
297,911 | $101,593,609 | |
| 3 | ORCL |
Oracle Corp
|
29,261 | $4,288,199 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
26,719 | $3,117,305 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,709 | $707,621 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
1,607 | $394,164 | |
| 7 | SNPS |
Synopsys Inc
|
480 | $214,113 | |
| 8 | CSAI |
Cloudastructure, Inc.
|
100,000 | $34,000 |
All Filings in NET
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,164 | 1,607 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $332,001 | 1,609 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $206,613 | 1,048 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $230,469 | 1,074 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||