TRUE Private Wealth Advisors

Position in FTNT — Fortinet, Inc.

CIK 1667074 Salem, OR

Position in FTNT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,143,767

+$946,651 QoQ

Shares Held

13,955

-4.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#617

of 1,560 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

TRUE Private Wealth Advisors holds $17,765,601 across 7 Software - Infrastructure names. FTNT ranks #3 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	32,876	$12,263,405
2	PANW	Palo Alto Networks Inc	6,586	$2,245,957
3	FTNT	Fortinet, Inc. This page	13,955	$2,143,767
4	PLTR	Palantir Technologies Inc.	3,256	$379,877
5	ORCL	Oracle Corp	1,968	$288,410
6	ZS	Zscaler, Inc.	1,825	$257,598
7	CRWD	CrowdStrike Holdings, Inc.	3,912	$186,587

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,143,767	13,955	-4.7%	Shares	Sole	2026-07-23
2026-03-31	$1,197,116	14,649	-1.5%	Shares	Sole	2026-05-15
2025-12-31	$1,181,382	14,877	-4.8%	Shares	Sole	2026-02-13
2025-09-30	$1,314,254	15,631	-3.5%	Shares	Sole	2025-11-14
2025-06-30	$1,713,086	16,204	-4.1%	Shares	Sole	2025-08-11
2025-03-31	$1,627,179	16,904	-1.3%	Shares	Sole	2025-05-15
2024-12-31	$1,617,308	17,118	-1.2%	Shares	Sole	2025-02-13
2024-09-30	$1,343,010	17,318	-0.1%	Shares	Sole	2024-11-14
2024-06-30	$1,044,418	17,329	+0.8%	Shares	Sole	2024-07-16
2024-03-31	$1,174,932	17,200	-2.5%	Shares	Sole	2024-04-25
2023-12-31	$1,032,527	17,641	-0.0%	Shares	Sole	2024-01-30
2023-09-30	$1,035,467	17,646	+0.5%	Shares	Sole	2023-11-13
2023-06-30	$1,327,738	17,565	-6.9%	Shares	Sole	2023-08-11
2023-03-31	$1,253,767	18,865	0.0%	Shares	Sole	2023-05-11
2022-12-31	$922,309	18,865	-10.8%	Shares	Sole	2023-02-14
2022-09-30	$1,039,345	21,155	0.0%	Shares	Sole	2022-11-04
2022-06-30	$1,196,949	21,155	+400.0%	Shares	Sole	2022-07-28
2022-03-31	$1,445,901	4,231	-1.4%	Shares	Sole	2022-05-09
2021-12-31	$1,541,466	4,289	+0.4%	Shares	Sole	2022-02-11
2021-09-30	$1,247,886	4,273	0.0%	Shares	Sole	2021-11-05
2021-06-30	$1,017,785	4,273	-1.2%	Shares	Sole	2021-08-10
2021-03-31	$797,247	4,323	-2.3%	Shares	Sole	2021-05-12
2020-12-31	$656,948	4,423	-9.2%	Shares	Sole	2021-01-11
2020-09-30	$574,088	4,873	-2.0%	Shares	Sole	2020-10-09
2020-06-30	$682,643	4,973	+0.6%	Shares	Sole	2020-07-07
2020-03-31	$499,982	4,942	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.