Position in FTNT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$663,331
+$430,675 QoQ
Shares Held
4,318
+51.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#906
of 1,560 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 50%
Shared 50%
None 0%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Belpointe Asset Management LLC holds $68,327,629 across 16 Software - Infrastructure names. FTNT ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
103,563 | $38,631,070 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
68,471 | $7,988,511 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
32,956 | $6,287,510 | |
| 4 | NET |
Cloudflare, Inc.
|
14,994 | $3,677,728 | |
| 5 | ORCL |
Oracle Corp
|
23,481 | $3,441,140 | |
| 6 | PANW |
Palo Alto Networks Inc
|
6,408 | $2,185,256 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
9,672 | $1,518,794 | |
| 8 | CRWV |
CoreWeave, Inc.
|
10,919 | $1,086,877 |
All Filings in FTNT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $663,331 | 4,318 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $232,656 | 2,847 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $969,357 | 12,207 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,040,321 | 12,373 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $915,006 | 8,655 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $608,363 | 6,320 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $532,583 | 5,637 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $468,712 | 6,044 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $364,754 | 6,052 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,905,370 | 27,893 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $682,401 | 11,659 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $448,902 | 7,650 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $533,740 | 7,061 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $953,568 | 14,348 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $490,660 | 10,036 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $499,062 | 10,158 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $369,750 | 6,535 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $155,491 | 455 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $237,204 | 660 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $148,064 | 507 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $113,854 | 478 | Shares | Sole | 2021-08-09 | |
| 2020-06-30 | $146,055 | 1,064 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||