Position in FTNT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$322,602
+$100,590 QoQ
Shares Held
2,100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,121
of 1,560 holders
Holding Since
Mar 2020
10 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, 2026CFM WEALTH PARTNERS LLC holds $52,626,448 across 6 Software - Infrastructure names. FTNT ranks #4 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
69,449 | $23,683,497 | |
| 2 | MSFT |
Microsoft Corp
|
49,252 | $18,371,981 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
51,460 | $9,817,796 | |
| 4 | FTNT |
Fortinet, Inc.
This page
|
2,100 | $322,602 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
1,937 | $225,989 | |
| 6 | ORCL |
Oracle Corp
|
1,396 | $204,583 |
All Filings in FTNT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,602 | 2,100 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $222,012 | 2,100 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $221,109 | 2,297 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $217,020 | 2,297 | Shares | Sole | 2025-01-24 | |
| 2024-03-31 | $237,377 | 3,475 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $203,391 | 3,475 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $203,913 | 3,475 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $218,681 | 2,893 | Shares | Sole | 2023-07-14 | |
| 2020-06-30 | $73,576 | 536 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $54,227 | 536 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||