Position in NTAP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,705,536
+$524,808 QoQ
Shares Held
36,867
-27.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#253
of 950 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in NTAP Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $61,038,097 across 10 Software - Infrastructure names. NTAP ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
75,241 | $28,066,396 | |
| 2 | ORCL |
Oracle Corp
|
140,506 | $20,591,152 | |
| 3 | NTAP |
NetApp, Inc.
This page
|
36,867 | $5,705,536 | |
| 4 | DOX |
Amdocs Ltd
|
62,958 | $3,181,896 | |
| 5 | PANW |
Palo Alto Networks Inc
|
4,788 | $1,632,803 | |
| 6 | FTNT |
Fortinet, Inc.
|
7,776 | $1,194,549 | |
| 7 | SNPS |
Synopsys Inc
|
1,309 | $583,905 | |
| 8 | XYZ |
Block, Inc.
|
1,000 | $76,000 |
All Filings in NTAP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,705,536 | 36,867 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $5,180,728 | 50,598 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $5,282,427 | 49,327 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $5,753,602 | 48,570 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $5,105,449 | 47,916 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $3,975,813 | 45,262 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $4,479,758 | 38,592 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $5,234,353 | 42,380 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,680,337 | 44,102 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $5,459,908 | 52,014 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $5,291,627 | 60,023 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $4,820,048 | 63,522 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $5,146,227 | 67,359 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $4,474,287 | 70,075 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,772,128 | 62,806 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $3,784,848 | 61,194 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $3,892,087 | 59,658 | Shares | Defined | 2022-11-16 | |
| 2022-03-31 | $4,729,340 | 56,980 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $5,214,177 | 56,682 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $5,111,652 | 56,948 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,746,623 | 58,013 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $4,251,994 | 58,511 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $3,549,139 | 53,580 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,405,281 | 54,865 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,543,066 | 57,315 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||