Position in FTNT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,296,619
+$1,096,480 QoQ
Shares Held
14,950
+1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#607
of 1,560 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026JGP Wealth Management, LLC holds $38,663,048 across 7 Software - Infrastructure names. FTNT ranks #2 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
87,309 | $32,568,003 | |
| 2 | FTNT |
Fortinet, Inc.
This page
|
14,950 | $2,296,619 | |
| 3 | ORCL |
Oracle Corp
|
14,775 | $2,165,276 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
6,090 | $710,520 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,770 | $603,605 | |
| 6 | XYZ |
Block, Inc.
|
3,176 | $241,376 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,628 | $77,649 |
All Filings in FTNT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,296,619 | 14,950 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,200,139 | 14,686 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,175,426 | 14,802 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,184,098 | 14,083 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,456,610 | 13,778 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,310,002 | 13,609 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,520,088 | 16,089 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,243,514 | 16,035 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $934,365 | 15,503 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,014,403 | 14,850 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $879,998 | 15,035 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $882,312 | 15,036 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,141,333 | 15,099 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,019,895 | 15,346 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $750,559 | 15,352 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $733,117 | 14,922 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $735,653 | 13,002 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $885,448 | 2,591 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,149,720 | 3,199 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $832,606 | 2,851 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $629,536 | 2,643 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||