Position in FTNT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$220,444
New position
Shares Held
1,435
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,280
of 1,560 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 44%
Shared 0%
None 56%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Welch & Forbes LLC holds $488,559,815 across 11 Software - Infrastructure names. FTNT ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
887,243 | $330,959,383 | |
| 2 | PANW |
Palo Alto Networks Inc
|
322,392 | $109,942,119 | |
| 3 | ORCL |
Oracle Corp
|
121,788 | $17,848,031 | |
| 4 | SNPS |
Synopsys Inc
|
33,409 | $14,902,752 | |
| 5 | MDB |
MongoDB, Inc.
|
24,477 | $8,221,824 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
32,325 | $4,248,474 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
5,596 | $1,067,632 | |
| 8 | NTAP |
NetApp, Inc.
|
4,395 | $680,170 |
All Filings in FTNT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,444 | 1,435 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||