Position in FTNT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$240,721
New position
Shares Held
1,567
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,233
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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $72,133,367 across 8 Software - Infrastructure names. FTNT ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
177,461 | $66,196,501 | |
| 2 | ORCL |
Oracle Corp
|
13,047 | $1,912,036 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
28,160 | $1,343,125 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,270 | $774,114 | |
| 5 | FFIV |
F5, Inc.
|
1,423 | $591,910 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
4,345 | $571,063 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
4,319 | $503,897 | |
| 8 | FTNT |
Fortinet, Inc.
This page
|
1,567 | $240,721 |
All Filings in FTNT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,721 | 1,567 | Shares | Other | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||