Position in FTNT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$410,779
+$194,548 QoQ
Shares Held
2,674
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,038
of 1,560 holders
Holding Since
Mar 2025
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, 2026LVW Advisors, LLC holds $18,512,858 across 10 Software - Infrastructure names. FTNT ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
35,961 | $13,414,172 | |
| 2 | PANW |
Palo Alto Networks Inc
|
2,872 | $979,409 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
7,790 | $908,859 | |
| 4 | ORCL |
Oracle Corp
|
5,412 | $793,128 | |
| 5 | TWLO |
Twilio Inc
|
3,180 | $656,129 | |
| 6 | NET |
Cloudflare, Inc.
|
2,353 | $577,143 | |
| 7 | FTNT |
Fortinet, Inc.
This page
|
2,674 | $410,779 | |
| 8 | TOST |
Toast, Inc.
|
14,217 | $395,516 |
All Filings in FTNT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,779 | 2,674 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $216,231 | 2,646 | Shares | Sole | 2026-04-20 | |
| 2025-06-30 | $255,525 | 2,417 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $240,746 | 2,501 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||