Position in FTNT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,362,148
+$810,457 QoQ
Shares Held
8,867
+31.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#718
of 1,560 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Derivatives in FTNT
reported options exposure · as of Dec 31, 2023CallValue
$11,706
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Avestar Capital, LLC holds $54,192,064 across 17 Software - Infrastructure names. FTNT ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
80,907 | $30,179,929 | |
| 2 | PANW |
Palo Alto Networks Inc
|
19,596 | $6,682,627 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
37,358 | $4,358,557 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
19,528 | $3,725,649 | |
| 5 | ORCL |
Oracle Corp
|
16,112 | $2,361,213 | |
| 6 | FTNT |
Fortinet, Inc.
This page
|
8,867 | $1,362,148 | |
| 7 | NET |
Cloudflare, Inc.
|
3,907 | $958,308 | |
| 8 | SNPS |
Synopsys Inc
|
1,696 | $756,534 |
All Filings in FTNT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,362,148 | 8,867 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $551,691 | 6,751 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $389,029 | 4,899 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $640,269 | 7,615 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $859,080 | 8,126 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $505,365 | 5,250 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $514,727 | 5,448 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $498,258 | 6,425 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $370,178 | 6,142 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $362,452 | 5,306 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $11,706 | 200 | Call | Sole | 2024-02-12 | |
| 2023-12-31 | $391,858 | 6,695 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $328,021 | 5,590 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $497,533 | 6,582 | Shares | Sole | 2023-08-02 | |
| 2021-09-30 | $400,094 | 1,370 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $326,320 | 1,370 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $252,655 | 1,370 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $203,486 | 1,370 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||