Position in FTNT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$274,672
+$39,460 QoQ
Shares Held
1,788
-39.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,186
of 1,560 holders
Holding Since
Jun 2021
11 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, 2026Valmark Advisers, Inc. holds $26,291,549 across 11 Software - Infrastructure names. FTNT ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
58,006 | $21,637,398 | |
| 2 | ORCL |
Oracle Corp
|
7,378 | $1,081,245 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
9,149 | $1,067,413 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,759 | $599,854 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
1,988 | $379,280 | |
| 6 | DLO |
dLocal Ltd
|
22,684 | $294,778 | |
| 7 | FTNT |
Fortinet, Inc.
This page
|
1,788 | $274,672 | |
| 8 | FLYW |
Flywire Corp
|
14,666 | $257,681 |
All Filings in FTNT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,672 | 1,788 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $235,212 | 2,962 | Shares | Sole | 2026-01-26 | |
| 2025-06-30 | $203,828 | 1,928 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $202,338 | 2,102 | Shares | Sole | 2025-04-23 | |
| 2024-03-31 | $224,876 | 3,292 | Shares | Sole | 2024-05-06 | |
| 2022-09-30 | $210,522 | 4,285 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $269,037 | 4,755 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $284,327 | 832 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $263,440 | 733 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $278,898 | 955 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $220,325 | 925 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||