Position in FTNT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$411,394
+$193,202 QoQ
Shares Held
2,678
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,037
of 1,560 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $22,997,303 across 12 Software - Infrastructure names. FTNT ranks #10 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
36,298 | $13,539,879 | |
| 2 | ORCL |
Oracle Corp
|
16,549 | $2,425,255 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
11,898 | $1,388,139 | |
| 4 | NTAP |
NetApp, Inc.
|
8,288 | $1,282,650 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
6,500 | $1,240,102 | |
| 6 | SNPS |
Synopsys Inc
|
1,496 | $667,320 | |
| 7 | PANW |
Palo Alto Networks Inc
|
1,663 | $567,116 | |
| 8 | AKAM |
Akamai Technologies Inc
|
4,566 | $539,746 |
All Filings in FTNT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,394 | 2,678 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $218,192 | 2,670 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $201,939 | 2,543 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $224,493 | 2,670 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $424,254 | 4,013 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $328,631 | 3,414 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $274,180 | 2,902 | Shares | Defined | 2025-02-07 | |
| 2024-06-30 | $285,619 | 4,739 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $402,004 | 5,885 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $375,704 | 6,419 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $290,700 | 4,954 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $349,150 | 4,619 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $344,462 | 5,183 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $263,223 | 5,384 | Shares | Defined | 2023-02-14 | |
| 2022-03-31 | $249,128 | 729 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $265,237 | 738 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $280,942 | 962 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $341,564 | 1,434 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $270,544 | 1,467 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $445,590 | 3,000 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $241,628 | 2,051 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $288,816 | 2,104 | Shares | Defined | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||