Position in FTNT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,996,996
+$3,786,047 QoQ
Shares Held
52,057
+1.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#363
of 1,560 holders
Holding Since
Dec 2021
14 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, 2026Summit Financial, LLC holds $175,413,452 across 17 Software - Infrastructure names. FTNT ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
232,689 | $86,797,650 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
332,171 | $38,754,390 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
94,504 | $18,029,945 | |
| 4 | PANW |
Palo Alto Networks Inc
|
29,633 | $10,105,445 | |
| 5 | FTNT |
Fortinet, Inc.
This page
|
52,057 | $7,996,996 | |
| 6 | ORCL |
Oracle Corp
|
51,423 | $7,536,040 | |
| 7 | TOST |
Toast, Inc.
|
45,336 | $1,261,247 | |
| 8 | NET |
Cloudflare, Inc.
|
4,671 | $1,145,702 |
All Filings in FTNT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,996,996 | 52,057 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,210,949 | 51,529 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $385,773 | 4,858 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $411,992 | 4,900 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $721,750 | 6,827 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $658,322 | 6,839 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $644,448 | 6,821 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $340,211 | 4,387 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $276,820 | 4,593 | Shares | Sole | 2024-07-31 | |
| 2023-06-30 | $224,577 | 2,971 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $210,545 | 3,168 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $225,310 | 4,586 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $251,862 | 737 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $288,598 | 803 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||