Crewe Advisors LLC

Position in FTNT — Fortinet, Inc.

CIK 1730033 SALT LAKE CITY, UT

Position in FTNT

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$109,259

+$1,580 QoQ

Shares Held

1,337

-1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Crewe Advisors LLC holds $35,678,384 across 32 Software - Infrastructure names. FTNT ranks #8 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	83,595	$30,944,361
2	ORCL	Oracle Corp	18,244	$2,683,874
3	PLTR	Palantir Technologies Inc.	2,608	$381,498
4	PANW	Palo Alto Networks Inc	2,368	$379,637
5	MDB	MongoDB, Inc.	1,000	$244,770
6	PDYN	Palladyne AI Corp.	31,150	$189,080
7	TOST	Toast, Inc.	5,000	$132,550
8	FTNT	Fortinet, Inc. This page	1,337	$109,259

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$109,259	1,337	-1.4%	Shares	Sole	2026-05-07
2025-12-31	$107,679	1,356	-15.0%	Shares	Sole	2026-01-16
2025-09-30	$134,107	1,595	-6.2%	Shares	Sole	2025-11-13
2025-06-30	$179,829	1,701	+0.4%	Shares	Sole	2025-07-30
2025-03-31	$163,160	1,695	0.0%	Shares	Sole	2025-04-23
2024-12-31	$160,143	1,695	-13.4%	Shares	Sole	2025-01-27
2024-09-30	$151,842	1,958	+8.8%	Shares	Sole	2024-11-12
2024-06-30	$108,486	1,800	+12.1%	Shares	Sole	2024-07-29
2024-03-31	$109,637	1,605	-25.8%	Shares	Sole	2024-05-14
2023-09-30	$126,866	2,162	-8.1%	Shares	Sole	2023-11-09
2023-06-30	$177,863	2,353	+12.0%	Shares	Sole	2023-07-28
2023-03-31	$139,566	2,100	-11.6%	Shares	Sole	2023-05-12
2022-12-31	$116,113	2,375	-13.1%	Shares	Sole	2023-02-08
2022-09-30	$134,223	2,732	+4.3%	Shares	Sole	2022-11-14
2022-06-30	$148,239	2,620	+598.7%	Shares	Sole	2022-08-02
2022-03-31	$25,630	375	+212.5%	Shares	Sole	2022-04-27
2021-12-31	$8,625	120	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.