Callahan Advisors, LLC

Position in FTNT — Fortinet, Inc.

CIK 1395055 Houston, TX

Position in FTNT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$20,443,135

+$9,363,048 QoQ

Shares Held

133,076

-1.9% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

1.55%

of 13F equity value

Holder Rank

#252

of 1,560 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Technology · as of Jun 30, 2026

Callahan Advisors, LLC holds $68,377,271 across 5 Software - Infrastructure names. FTNT ranks #2 (29.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	126,474	$47,177,331
2	FTNT	Fortinet, Inc. This page	133,076	$20,443,135
3	PANW	Palo Alto Networks Inc	838	$285,774
4	ORCL	Oracle Corp	1,704	$249,721
5	CRWD	CrowdStrike Holdings, Inc.	1,160	$221,310

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,443,135	133,076	-1.9%	Shares	Sole	2026-08-03
2026-03-31	$11,080,087	135,586	+0.1%	Shares	Sole	2026-05-12
2025-12-31	$10,759,737	135,496	-1.7%	Shares	Sole	2026-02-06
2025-09-30	$11,585,887	137,796	+1.9%	Shares	Sole	2025-10-31
2025-06-30	$14,297,678	135,241	-0.9%	Shares	Sole	2025-07-28
2025-03-31	$13,139,104	136,496	-2.3%	Shares	Sole	2025-05-01
2024-12-31	$13,193,281	139,641	-0.7%	Shares	Sole	2025-01-31
2024-09-30	$10,904,227	140,609	-0.8%	Shares	Sole	2024-10-30
2024-06-30	$8,545,924	141,794	-0.7%	Shares	Sole	2024-07-29
2024-03-31	$9,749,408	142,723	+13.6%	Shares	Sole	2024-04-24
2023-12-31	$7,355,289	125,667	+0.2%	Shares	Sole	2024-01-24
2023-09-30	$7,359,762	125,422	+4.2%	Shares	Sole	2023-10-23
2023-06-30	$9,100,280	120,390	+15.2%	Shares	Sole	2023-07-31
2023-03-31	$6,945,402	104,505	+6.3%	Shares	Sole	2023-04-28
2022-12-31	$4,805,740	98,297	+4.7%	Shares	Sole	2023-02-03
2022-06-30	$5,310,994	93,867	+357.3%	Shares	Sole	2022-07-29
2022-03-31	$7,015,238	20,528	-10.0%	Shares	Sole	2022-04-27
2021-12-31	$8,193,601	22,798	-16.7%	Shares	Sole	2022-02-08
2021-09-30	$7,994,887	27,376	-4.0%	Shares	Sole	2021-11-03
2021-06-30	$6,791,987	28,515	+6.4%	Shares	Sole	2021-08-11
2021-03-31	$4,944,300	26,810	+19.7%	Shares	Sole	2021-04-21
2020-12-31	$3,327,517	22,403	+155.5%	Shares	Sole	2021-01-20
2020-09-30	$1,033,193	8,770	—	Shares	Sole	2020-10-26
No filing history on record for this holder in this stock.