Position in FTNT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,713,236
+$1,148,952 QoQ
Shares Held
17,662
-7.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#566
of 1,567 holders
Holding Since
Jun 2021
19 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, 2026Symphony Financial, Ltd. Co. holds $31,682,085 across 9 Software - Infrastructure names. FTNT ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
51,587 | $19,242,982 | |
| 2 | ORCL |
Oracle Corp
|
25,170 | $3,688,663 | |
| 3 | PANW |
Palo Alto Networks Inc
|
9,084 | $3,097,825 | |
| 4 | FTNT |
Fortinet, Inc.
This page
|
17,662 | $2,713,236 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
11,982 | $1,397,939 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
4,612 | $879,900 | |
| 7 | SNPS |
Synopsys Inc
|
603 | $268,980 | |
| 8 | VRSN |
Verisign Inc/Ca
|
797 | $200,493 |
All Filings in FTNT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,713,236 | 17,662 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,564,284 | 19,142 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,667,689 | 21,001 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $982,390 | 11,684 | Shares | Sole | 2025-10-31 | |
| 2024-12-31 | $1,020,667 | 10,803 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $847,233 | 10,925 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $469,804 | 7,795 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $408,835 | 5,985 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $359,842 | 6,148 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,060,171 | 18,067 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,324,865 | 17,527 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,208,375 | 18,182 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $978,484 | 20,014 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $825,334 | 16,799 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $937,247 | 16,565 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,234,706 | 3,613 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $855,372 | 2,380 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $280,942 | 962 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $243,430 | 1,022 | Shares | Sole | 2021-07-13 | |
| No filing history on record for this holder in this stock. | ||||||