Legacy Trust

Position in FTNT — Fortinet, Inc.

CIK 1772483 GRAND RAPIDS, MI

Position in FTNT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$668,554

+$315,606 QoQ

Shares Held

4,352

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#902

of 1,560 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Technology · as of Jun 30, 2026

Legacy Trust holds $43,019,006 across 5 Software - Infrastructure names. FTNT ranks #4 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc	67,441	$22,998,729
2	MSFT	Microsoft Corp	43,996	$16,411,387
3	ORCL	Oracle Corp	17,794	$2,607,710
4	FTNT	Fortinet, Inc. This page	4,352	$668,554
5	PLTR	Palantir Technologies Inc.	2,851	$332,626

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$668,554	4,352	+0.8%	Shares	Sole	2026-07-31
2026-03-31	$352,948	4,319	+68.1%	Shares	Sole	2026-04-14
2025-12-31	$204,004	2,569	-4.6%	Shares	Sole	2026-01-22
2025-09-30	$226,427	2,693	0.0%	Shares	Sole	2025-10-24
2025-06-30	$284,703	2,693	-6.7%	Shares	Sole	2025-07-22
2025-03-31	$277,710	2,885	-0.7%	Shares	Sole	2025-04-16
2024-12-31	$274,369	2,904	-2.7%	Shares	Sole	2025-01-23
2024-09-30	$231,486	2,985	-1.9%	Shares	Sole	2024-10-29
2024-03-31	$207,799	3,042	-48.0%	Shares	Sole	2024-04-23
2023-12-31	$342,341	5,849	-9.6%	Shares	Sole	2024-01-24
2023-09-30	$379,600	6,469	-0.2%	Shares	Sole	2023-10-16
2023-06-30	$490,125	6,484	-1.5%	Shares	Sole	2023-08-08
2023-03-31	$437,639	6,585	-2.2%	Shares	Sole	2023-04-19
2022-12-31	$329,225	6,734	—	Shares	Sole	2023-04-03
No filing history on record for this holder in this stock.