Global Retirement Partners, LLC
PensionPosition in FTNT — Fortinet, Inc.
CIK 1749744
San Rafael, CA
Position in FTNT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,117,498
+$1,765,456 QoQ
Shares Held
13,784
+229.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#619
of 1,560 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Global Retirement Partners, LLC holds $137,237,313 across 86 Software - Infrastructure names. FTNT ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
242,026 | $90,280,538 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
79,424 | $9,266,398 | |
| 3 | PANW |
Palo Alto Networks Inc
|
24,469 | $8,344,418 | |
| 4 | ORCL |
Oracle Corp
|
52,348 | $7,671,599 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
38,500 | $7,345,222 | |
| 6 | FTNT |
Fortinet, Inc.
This page
|
13,784 | $2,117,498 | |
| 7 | SNPS |
Synopsys Inc
|
3,231 | $1,441,252 | |
| 8 | NET |
Cloudflare, Inc.
|
4,210 | $1,032,628 |
All Filings in FTNT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,117,498 | 13,784 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $352,042 | 4,187 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $471,405 | 4,459 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $359,685 | 3,807 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $217,527 | 2,805 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $162,668 | 2,699 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $147,481 | 2,159 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $120,454 | 2,058 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $231,257 | 3,941 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $335,014 | 4,432 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $179,176 | 2,696 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $110,393 | 2,258 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $103,811 | 2,113 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $87,133 | 1,540 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $103,205 | 302 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $29,788 | 102 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $22,151 | 93 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $11,618 | 63 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $18,269 | 123 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $10,602 | 90 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $12,354 | 90 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $9,105 | 90 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||