J.W. COLE ADVISORS, INC.

Position in FTNT — Fortinet, Inc.

CIK 1404763 TAMPA, FL

Position in FTNT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,405,535

+$1,198,858 QoQ

Shares Held

15,659

+6.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#592

of 1,560 holders

Holding Since

Sep 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $132,152,750 across 18 Software - Infrastructure names. FTNT ranks #5 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	238,682	$89,033,159
2	PLTR	Palantir Technologies Inc.	111,221	$12,976,154
3	PANW	Palo Alto Networks Inc	28,837	$9,833,993
4	ORCL	Oracle Corp	50,122	$7,345,379
5	FTNT	Fortinet, Inc. This page	15,659	$2,405,535
6	CRWD	CrowdStrike Holdings, Inc.	50,228	$2,395,687
7	CRWV	CoreWeave, Inc.	16,401	$1,632,555
8	ZS	Zscaler, Inc.	10,048	$1,418,275

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,405,535	15,659	+6.0%	Shares	Sole	2026-07-21
2026-03-31	$1,206,677	14,766	-6.1%	Shares	Sole	2026-04-23
2025-12-31	$1,248,086	15,717	+3.3%	Shares	Sole	2026-02-11
2025-09-30	$1,279,613	15,219	-14.2%	Shares	Sole	2025-11-05
2025-06-30	$1,875,155	17,737	+21.6%	Shares	Sole	2025-08-12
2025-03-31	$1,403,567	14,581	+34.6%	Shares	Sole	2025-05-05
2024-12-31	$1,023,218	10,830	+6.1%	Shares	Sole	2025-01-31
2024-09-30	$791,397	10,205	+99.6%	Shares	Sole	2024-10-24
2024-06-30	$308,220	5,114	+742.5%	Shares	Sole	2024-08-08
2021-12-31	$218,155	607	-13.4%	Shares	Sole	2022-01-25
2021-09-30	$204,720	701	—	Shares	Sole	2021-10-26
No filing history on record for this holder in this stock.