BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in FTNT — Fortinet, Inc.
CIK 1654599
MORRISTOWN, NJ
Position in FTNT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$35,515,254
+$15,798,343 QoQ
Shares Held
231,189
-4.2% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
1.99%
of 13F equity value
Holder Rank
#190
of 1,557 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $155,947,326 across 15 Software - Infrastructure names. FTNT ranks #3 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
181,210 | $67,594,954 | |
| 2 | PANW |
Palo Alto Networks Inc
|
146,516 | $49,964,886 | |
| 3 | FTNT |
Fortinet, Inc.
This page
|
231,189 | $35,515,254 | |
| 4 | ORCL |
Oracle Corp
|
8,055 | $1,180,460 | |
| 5 | AKAM |
Akamai Technologies Inc
|
5,607 | $662,803 | |
| 6 | VRSN |
Verisign Inc/Ca
|
1,775 | $446,519 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
8,996 | $429,075 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
585 | $68,251 |
All Filings in FTNT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,515,254 | 231,189 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $19,716,911 | 241,274 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $20,306,010 | 255,711 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $22,718,079 | 270,196 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $28,979,860 | 274,119 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $25,934,369 | 269,420 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $24,648,131 | 260,882 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $12,832,043 | 165,468 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,465,222 | 157,047 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||