Position in FTNT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$796,212
+$461,242 QoQ
Shares Held
5,183
+26.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#849
of 1,557 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Soltis Investment Advisors LLC holds $106,377,447 across 16 Software - Infrastructure names. FTNT ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
226,152 | $84,359,219 | |
| 2 | NET |
Cloudflare, Inc.
|
32,451 | $7,959,581 | |
| 3 | ORCL |
Oracle Corp
|
35,449 | $5,195,050 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
10,680 | $2,037,583 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
15,860 | $1,850,386 | |
| 6 | PANW |
Palo Alto Networks Inc
|
4,071 | $1,388,292 | |
| 7 | FTNT |
Fortinet, Inc.
This page
|
5,183 | $796,212 | |
| 8 | SNPS |
Synopsys Inc
|
1,104 | $492,461 |
All Filings in FTNT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $796,212 | 5,183 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $334,970 | 4,099 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $295,961 | 3,727 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $215,328 | 2,561 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $277,197 | 2,622 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $232,467 | 2,415 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $207,194 | 2,193 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||