Position in FTNT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,805,100
+$2,410,475 QoQ
Shares Held
18,260
+278.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#559
of 1,557 holders
Holding Since
Jun 2020
23 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, 2026Independent Advisor Alliance holds $180,873,719 across 19 Software - Infrastructure names. FTNT ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
310,605 | $115,861,876 | |
| 2 | PANW |
Palo Alto Networks Inc
|
57,614 | $19,647,525 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
121,376 | $14,160,937 | |
| 4 | ORCL |
Oracle Corp
|
66,473 | $9,741,617 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
45,524 | $8,685,295 | |
| 6 | FTNT |
Fortinet, Inc.
This page
|
18,260 | $2,805,100 | |
| 7 | TWLO |
Twilio Inc
|
7,924 | $1,634,958 | |
| 8 | SNPS |
Synopsys Inc
|
3,498 | $1,560,352 |
All Filings in FTNT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,805,100 | 18,260 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $394,625 | 4,829 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,666,497 | 20,986 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,006,316 | 23,862 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,786,044 | 35,812 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,456,407 | 35,907 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,112,832 | 32,947 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,510,673 | 19,480 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,108,545 | 18,393 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,170,491 | 17,135 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,012,803 | 17,304 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,603,245 | 61,405 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,672,464 | 48,584 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $3,157,647 | 47,512 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,751,138 | 56,272 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,747,496 | 55,923 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,240,619 | 57,275 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,899,253 | 11,410 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,908,773 | 5,311 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,515,395 | 5,189 | Shares | Sole | 2021-11-01 | |
| 2020-12-31 | $277,156 | 1,866 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $247,754 | 2,103 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,947,186 | 21,470 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||