Position in NTAP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$362,138
-$571,044 QoQ
Shares Held
2,340
-74.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#650
of 950 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NTAP Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Marshall Financial Group, LLC holds $9,908,908 across 8 Software - Infrastructure names. NTAP ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,064 | $4,127,093 | |
| 2 | FTNT |
Fortinet, Inc.
|
11,627 | $1,786,139 | |
| 3 | PATH |
UiPath, Inc.
|
163,036 | $1,772,201 | |
| 4 | FFIV |
F5, Inc.
|
2,614 | $1,087,319 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,302 | $444,008 | |
| 6 | NTAP |
NetApp, Inc.
This page
|
2,340 | $362,138 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
2,078 | $242,440 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
1,836 | $87,570 |
All Filings in NTAP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,138 | 2,340 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $933,182 | 9,114 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $958,241 | 8,948 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,203,553 | 10,160 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,034,280 | 9,707 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||