Position in FTNT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$614,787
-$632,199 QoQ
Shares Held
4,002
-80.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#934
of 1,560 holders
Holding Since
Dec 2023
4 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, 2026Regal Investment Advisors LLC holds $36,048,622 across 9 Software - Infrastructure names. FTNT ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
61,204 | $22,830,316 | |
| 2 | CPAY |
Corpay, Inc.
|
13,515 | $4,504,144 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
14,124 | $2,694,647 | |
| 4 | PANW |
Palo Alto Networks Inc
|
7,741 | $2,639,835 | |
| 5 | ORCL |
Oracle Corp
|
9,841 | $1,442,198 | |
| 6 | ZETA |
Zeta Global Holdings Corp.
|
49,107 | $966,425 | |
| 7 | FTNT |
Fortinet, Inc.
This page
|
4,002 | $614,787 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
2,344 | $273,474 |
All Filings in FTNT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $614,787 | 4,002 | Shares | Sole | 2026-08-14 | |
| 2024-06-30 | $1,246,986 | 20,690 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $818,285 | 11,979 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $684,040 | 11,687 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||