Position in FTNT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$293,567
New position
Shares Held
1,911
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,157
of 1,560 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026ProVise Management Group, LLC holds $50,234,767 across 7 Software - Infrastructure names. FTNT ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
97,541 | $36,384,743 | |
| 2 | ORCL |
Oracle Corp
|
82,184 | $12,044,065 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,361 | $464,128 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,340 | $446,436 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
3,440 | $401,344 | |
| 6 | FTNT |
Fortinet, Inc.
This page
|
1,911 | $293,567 | |
| 7 | AKAM |
Akamai Technologies Inc
|
1,696 | $200,484 |
All Filings in FTNT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,567 | 1,911 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||