Position in FTNT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$101,389
+$47,046 QoQ
Shares Held
660
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,355
of 1,557 holders
Holding Since
Mar 2020
26 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, 2026JFS WEALTH ADVISORS, LLC holds $10,883,129 across 45 Software - Infrastructure names. FTNT ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
25,230 | $9,411,294 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
3,008 | $350,943 | |
| 3 | ORCL |
Oracle Corp
|
2,393 | $350,694 | |
| 4 | PANW |
Palo Alto Networks Inc
|
580 | $197,791 | |
| 5 | FTNT |
Fortinet, Inc.
This page
|
660 | $101,389 | |
| 6 | TWLO |
Twilio Inc
|
424 | $87,483 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,724 | $82,228 | |
| 8 | NTAP |
NetApp, Inc.
|
325 | $50,297 |
All Filings in FTNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,389 | 660 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $54,343 | 665 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $55,189 | 695 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $55,913 | 665 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $67,132 | 635 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $67,959 | 706 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $71,993 | 762 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $60,023 | 774 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $47,070 | 781 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $54,033 | 791 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $42,375 | 724 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $40,313 | 687 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $53,820 | 712 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $47,984 | 722 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $34,223 | 700 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $38,714 | 788 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $36,494 | 645 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $50,919 | 149 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $13,297 | 37 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $5,548 | 19 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,525 | 19 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,503 | 19 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $2,822 | 19 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,238 | 19 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $2,608 | 19 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,922 | 19 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||