Position in NTAP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$540,886
+$80,848 QoQ
Shares Held
3,495
-22.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#586
of 950 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NTAP Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LAUREL OAK WEALTH MANAGEMENT, LLC holds $17,462,112 across 7 Software - Infrastructure names. NTAP ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
33,509 | $12,499,527 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
14,250 | $1,662,547 | |
| 3 | ORCL |
Oracle Corp
|
8,855 | $1,297,700 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,905 | $990,663 | |
| 5 | NTAP |
NetApp, Inc.
This page
|
3,495 | $540,886 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,778 | $273,136 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
4,144 | $197,653 |
All Filings in NTAP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540,886 | 3,495 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $460,038 | 4,493 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $480,941 | 4,491 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||