Position in FTNT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$200,627
+$183,398 QoQ
Shares Held
1,306
+125.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,313
of 1,560 holders
Holding Since
Dec 2020
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Regent Peak Wealth Advisors LLC holds $12,831,806 across 6 Software - Infrastructure names. FTNT ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
28,225 | $10,528,489 | |
| 2 | ORCL |
Oracle Corp
|
7,717 | $1,130,926 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
3,892 | $454,079 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,080 | $368,301 | |
| 5 | FTNT |
Fortinet, Inc.
This page
|
1,306 | $200,627 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
3,132 | $149,384 |
All Filings in FTNT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,627 | 1,306 | Shares | Sole | 2026-07-10 | |
| 2020-12-31 | $17,229 | 116 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||