Position in FTNT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,911,493
+$895,224 QoQ
Shares Held
12,443
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#649
of 1,567 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $133,776,882 across 16 Software - Infrastructure names. FTNT ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
199,334 | $74,355,568 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
135,552 | $25,861,288 | |
| 3 | PANW |
Palo Alto Networks Inc
|
41,354 | $14,102,541 | |
| 4 | ORCL |
Oracle Corp
|
45,665 | $6,692,205 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
51,443 | $6,001,854 | |
| 6 | FTNT |
Fortinet, Inc.
This page
|
12,443 | $1,911,493 | |
| 7 | RBRK |
Rubrik, Inc.
|
15,832 | $1,270,992 | |
| 8 | NET |
Cloudflare, Inc.
|
4,564 | $1,119,457 |
All Filings in FTNT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,911,493 | 12,443 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,016,269 | 12,436 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,030,265 | 12,974 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,173,756 | 13,960 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,507,355 | 14,258 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,430,327 | 14,859 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,470,203 | 15,561 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,137,270 | 14,665 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $942,321 | 15,635 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $953,949 | 13,965 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $835,808 | 14,280 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $844,757 | 14,396 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,087,059 | 14,381 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $937,617 | 14,108 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $580,079 | 11,865 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $569,023 | 11,582 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $617,004 | 10,905 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $803,089 | 2,350 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $786,007 | 2,187 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $633,142 | 2,168 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $515,919 | 2,166 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $369,024 | 2,001 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $401,031 | 2,700 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $301,004 | 2,555 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $211,944 | 1,544 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||