Position in NTAP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$36,678
+$32,502 QoQ
Shares Held
237
+507.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#805
of 947 holders
Holding Since
Mar 2022
3 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, 2026West Financial Advisors, LLC holds $1,379,084 across 8 Software - Infrastructure names. NTAP ranks #3 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,681 | $1,000,066 | |
| 2 | ORCL |
Oracle Corp
|
2,289 | $335,452 | |
| 3 | NTAP |
NetApp, Inc.
This page
|
237 | $36,678 | |
| 4 | ARQQ |
Arqit Quantum Inc.
|
100 | $2,972 | |
| 5 | FTNT |
Fortinet, Inc.
|
14 | $2,150 | |
| 6 | NET |
Cloudflare, Inc.
|
7 | $1,716 | |
| 7 | S |
SentinelOne, Inc.
|
3 | $50 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
0 | $0 |
All Filings in NTAP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,678 | 237 | Shares | Sole | 2026-07-08 | |
| 2025-12-31 | $4,176 | 39 | Shares | Sole | 2026-01-13 | |
| 2022-03-31 | $5,644 | 68 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||