Position in FTNT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$358,395
+$110,799 QoQ
Shares Held
2,333
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,074
of 1,560 holders
Holding Since
Mar 2025
3 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, 2026Plancorp, LLC holds $16,914,507 across 6 Software - Infrastructure names. FTNT ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
34,594 | $12,904,253 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,789 | $1,633,144 | |
| 3 | ORCL |
Oracle Corp
|
8,801 | $1,289,786 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
3,669 | $428,062 | |
| 5 | FTNT |
Fortinet, Inc.
This page
|
2,333 | $358,395 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
6,308 | $300,867 |
All Filings in FTNT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,395 | 2,333 | Shares | Sole | 2026-07-14 | |
| 2025-06-30 | $247,596 | 2,342 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $220,627 | 2,292 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||