Position in FTNT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$79,114
+$78,763 QoQ
Shares Held
515
+8483.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,372
of 1,560 holders
Holding Since
Dec 2023
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $8,988,094 across 9 Software - Infrastructure names. FTNT ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
16,981 | $6,334,252 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,463 | $1,521,972 | |
| 3 | ORCL |
Oracle Corp
|
3,618 | $530,217 | |
| 4 | SNPS |
Synopsys Inc
|
810 | $361,316 | |
| 5 | FTNT |
Fortinet, Inc.
This page
|
515 | $79,114 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
672 | $78,402 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,476 | $70,399 | |
| 8 | NET |
Cloudflare, Inc.
|
35 | $8,584 |
All Filings in FTNT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,114 | 515 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $351 | 6 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||