Position in FTNT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$230,430
New position
Shares Held
1,500
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,264
of 1,567 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SkyOak Wealth, LLC holds $10,121,385 across 8 Software - Infrastructure names. FTNT ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
14,876 | $5,549,045 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
8,682 | $1,012,928 | |
| 3 | ORCL |
Oracle Corp
|
6,200 | $908,610 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
4,708 | $898,215 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,590 | $883,241 | |
| 6 | FFIV |
F5, Inc.
|
974 | $405,145 | |
| 7 | TWLO |
Twilio Inc
|
1,133 | $233,771 | |
| 8 | FTNT |
Fortinet, Inc.
This page
|
1,500 | $230,430 |
All Filings in FTNT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,430 | 1,500 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||