LVM CAPITAL MANAGEMENT LTD/MI

Position in FTNT — Fortinet, Inc.

CIK 1053054 PORTAGE, MI

Position in FTNT

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$15,325,284

+$7,160,966 QoQ

Shares Held

99,761

-0.1% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

1.47%

of 13F equity value

Holder Rank

#282

of 1,560 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

LVM CAPITAL MANAGEMENT LTD/MI holds $98,140,219 across 4 Software - Infrastructure names. FTNT ranks #3 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	168,745	$62,945,259
2	PANW	Palo Alto Networks Inc	56,112	$19,135,314
3	FTNT	Fortinet, Inc. This page	99,761	$15,325,284
4	ORCL	Oracle Corp	5,011	$734,362

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,325,284	99,761	-0.1%	Shares	Sole	2026-07-09
2026-03-31	$8,164,318	99,906	+2.4%	Shares	Sole	2026-04-02
2025-12-31	$7,746,524	97,551	-0.1%	Shares	Sole	2026-01-12
2025-09-30	$8,211,420	97,662	+8.4%	Shares	Sole	2025-10-09
2025-06-30	$9,520,826	90,057	+0.9%	Shares	Sole	2025-07-02
2025-03-31	$8,587,739	89,214	-0.7%	Shares	Sole	2025-04-08
2024-12-31	$8,486,854	89,827	+10.7%	Shares	Sole	2025-01-10
2024-09-30	$4,889	81,120	0.0%	Shares	Sole	2024-10-03
2024-06-30	$4,889,102	81,120	—	Shares	Sole	2024-07-16
No filing history on record for this holder in this stock.