Position in FTNT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$230,430
New position
Shares Held
1,500
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,259
of 1,560 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Joel Isaacson & Co., LLC holds $56,953,933 across 8 Software - Infrastructure names. FTNT ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
119,369 | $44,527,024 | |
| 2 | ORCL |
Oracle Corp
|
20,696 | $3,032,998 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
24,760 | $2,888,749 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
14,888 | $2,840,407 | |
| 5 | NET |
Cloudflare, Inc.
|
9,602 | $2,355,178 | |
| 6 | MDB |
MongoDB, Inc.
|
1,986 | $667,097 | |
| 7 | DBX |
Dropbox, Inc.
|
15,000 | $412,050 | |
| 8 | FTNT |
Fortinet, Inc.
This page
|
1,500 | $230,430 |
All Filings in FTNT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,430 | 1,500 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||