Position in FTNT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,552,089
+$1,469,299 QoQ
Shares Held
16,613
+25.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#578
of 1,557 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Perigon Wealth Management, LLC holds $129,344,898 across 26 Software - Infrastructure names. FTNT ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
188,165 | $70,189,308 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
83,708 | $9,766,212 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
49,236 | $9,393,490 | |
| 4 | PANW |
Palo Alto Networks Inc
|
20,065 | $6,842,566 | |
| 5 | NET |
Cloudflare, Inc.
|
26,761 | $6,563,938 | |
| 6 | ORCL |
Oracle Corp
|
40,148 | $5,883,689 | |
| 7 | MQ |
Marqeta, Inc.
|
243,301 | $3,951,212 | |
| 8 | FTNT |
Fortinet, Inc.
This page
|
16,613 | $2,552,089 |
All Filings in FTNT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,552,089 | 16,613 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,082,790 | 13,250 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,516,175 | 19,093 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,118,264 | 13,300 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,481,137 | 14,010 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,430,423 | 14,860 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,353,142 | 14,322 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $970,228 | 12,511 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $796,950 | 13,223 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $882,838 | 12,924 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $833,935 | 14,248 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $974,264 | 16,603 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,183,210 | 15,653 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $922,132 | 13,875 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $757,208 | 15,488 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $824,057 | 16,773 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $969,498 | 17,135 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,355,682 | 3,967 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,602,564 | 4,459 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,314,180 | 4,500 | Shares | Sole | 2021-11-01 | |
| 2021-03-31 | $4,081,214 | 22,130 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $2,822,609 | 23,959 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,169,427 | 23,089 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $2,536,433 | 25,071 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||