Position in FTNT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$219,215
New position
Shares Held
1,427
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,282
of 1,560 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Jacobsen Capital Management holds $7,974,147 across 6 Software - Infrastructure names. FTNT ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,561 | $5,804,564 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,833 | $625,089 | |
| 3 | ORCL |
Oracle Corp
|
3,225 | $472,623 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
3,835 | $447,429 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
2,124 | $405,227 | |
| 6 | FTNT |
Fortinet, Inc.
This page
|
1,427 | $219,215 |
All Filings in FTNT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,215 | 1,427 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||