Capital Planning Advisors, LLC

Position in FTNT — Fortinet, Inc.

CIK 1631941 Roseville, CA

Position in FTNT

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,741,780

+$307,318 QoQ

Shares Held

21,314

+18.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Mar 31, 2026

Capital Planning Advisors, LLC holds $23,111,700 across 5 Software - Infrastructure names. FTNT ranks #3 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	45,570	$16,868,646
2	ORCL	Oracle Corp	18,458	$2,715,356
3	FTNT	Fortinet, Inc. This page	21,314	$1,741,780
4	PLTR	Palantir Technologies Inc.	6,649	$972,615
5	PANW	Palo Alto Networks Inc	5,073	$813,303

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,741,780	21,314	+18.0%	Shares	Sole	2026-05-14
2025-12-31	$1,434,462	18,064	+11.1%	Shares	Sole	2026-02-17
2025-09-30	$1,366,636	16,254	—	Shares	Sole	2025-11-07
No filing history on record for this holder in this stock.