Position in FTNT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$804,968
+$377,246 QoQ
Shares Held
5,240
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#169
of 384 holders
Holding Since
Dec 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, 2026HHM Wealth Advisors, LLC holds $13,597,865 across 15 Software - Infrastructure names. FTNT ranks #2 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
26,765 | $9,983,880 | |
| 2 | FTNT |
Fortinet, Inc.
This page
|
5,240 | $804,968 | |
| 3 | ORCL |
Oracle Corp
|
4,367 | $639,983 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
5,047 | $588,833 | |
| 5 | CRWV |
CoreWeave, Inc.
|
5,199 | $517,508 | |
| 6 | PANW |
Palo Alto Networks Inc
|
904 | $308,282 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,200 | $228,942 | |
| 8 | NTAP |
NetApp, Inc.
|
945 | $146,248 |
All Filings in FTNT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $804,968 | 5,240 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $427,722 | 5,234 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $415,631 | 5,234 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $577,231 | 5,460 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $535,205 | 5,560 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $507,357 | 5,370 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $434,280 | 5,600 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $324,433 | 5,383 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $349,542 | 5,117 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $299,498 | 5,117 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $300,265 | 5,117 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $377,950 | 5,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $332,300 | 5,000 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $244,450 | 5,000 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $245,650 | 5,000 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $282,900 | 5,000 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $68,348 | 1,000 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $71,880 | 1,000 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $58,408 | 1,000 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $47,638 | 1,000 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $36,884 | 1,000 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $29,706 | 1,000 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||