Position in NTAP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$20,892
+$6,435 QoQ
Shares Held
135
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#839
of 950 holders
Holding Since
Mar 2025
5 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, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $3,591,158 across 16 Software - Infrastructure names. NTAP ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
5,942 | $2,026,340 | |
| 2 | MSFT |
Microsoft Corp
|
3,506 | $1,307,808 | |
| 3 | ORCL |
Oracle Corp
|
718 | $105,222 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
220 | $41,972 | |
| 5 | GEN |
Gen Digital Inc.
|
877 | $21,828 | |
| 6 | NTAP |
NetApp, Inc.
This page
|
135 | $20,892 | |
| 7 | FTNT |
Fortinet, Inc.
|
132 | $20,277 | |
| 8 | DOX |
Amdocs Ltd
|
356 | $17,992 |
All Filings in NTAP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,892 | 135 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $14,457 | 135 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $19,782 | 167 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $17,793 | 167 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,074 | 35 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||