FLC Capital Advisors

Position in FTNT — Fortinet, Inc.

CIK 1713697 PALM DESERT, CA

Position in FTNT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,583,054

+$740,930 QoQ

Shares Held

10,305

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#680

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

FLC Capital Advisors holds $13,673,588 across 6 Software - Infrastructure names. FTNT ranks #3 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	21,751	$8,113,558
2	PANW	Palo Alto Networks Inc	8,639	$2,946,071
3	FTNT	Fortinet, Inc. This page	10,305	$1,583,054
4	XYZ	Block, Inc.	7,949	$604,124
5	ORCL	Oracle Corp	2,424	$355,237
6	CRWD	CrowdStrike Holdings, Inc.	1,500	$71,544

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,583,054	10,305	0.0%	Shares	Sole	2026-07-20
2026-03-31	$842,124	10,305	0.0%	Shares	Sole	2026-05-04
2025-12-31	$818,320	10,305	0.0%	Shares	Sole	2026-02-11
2025-09-30	$866,444	10,305	0.0%	Shares	Sole	2025-10-17
2025-06-30	$1,089,444	10,305	0.0%	Shares	Sole	2025-07-29
2025-03-31	$991,959	10,305	0.0%	Shares	Sole	2025-05-05
2024-12-31	$973,616	10,305	0.0%	Shares	Sole	2025-01-16
2024-09-30	$799,152	10,305	0.0%	Shares	Sole	2024-10-16
2024-06-30	$621,082	10,305	-1.6%	Shares	Sole	2024-07-15
2024-03-31	$715,547	10,475	0.0%	Shares	Sole	2024-05-06
2023-12-31	$613,101	10,475	0.0%	Shares	Sole	2024-01-18
2023-09-30	$614,673	10,475	+6.8%	Shares	Sole	2024-01-18
2023-06-30	$741,159	9,805	0.0%	Shares	Sole	2023-08-11
2023-03-31	$651,640	9,805	-10.9%	Shares	Sole	2023-04-27
2022-12-31	$538,034	11,005	-16.9%	Shares	Sole	2023-01-30
2022-09-30	$650,972	13,250	+63.6%	Shares	Sole	2022-10-14
2022-06-30	$458,298	8,100	+400.0%	Shares	Sole	2022-07-27
2022-03-31	$553,618	1,620	0.0%	Shares	Sole	2022-04-25
2021-12-31	$582,228	1,620	-1.5%	Shares	Sole	2022-01-26
2021-09-30	$480,405	1,645	+1.5%	Shares	Sole	2021-10-13
2021-06-30	$385,867	1,620	0.0%	Shares	Sole	2021-08-12
2021-03-31	$298,760	1,620	0.0%	Shares	Sole	2021-04-23
2020-12-31	$240,618	1,620	0.0%	Shares	Sole	2021-02-10
2020-09-30	$190,852	1,620	0.0%	Shares	Sole	2020-10-23
2020-06-30	$222,377	1,620	-21.7%	Shares	Sole	2020-07-10
2020-03-31	$209,421	2,070	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.