Position in FTNT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$39,173
+$19,969 QoQ
Shares Held
255
+8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,425
of 1,568 holders
Holding Since
Sep 2023
12 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, 2026Cornerstone Planning Group LLC holds $3,404,123 across 46 Software - Infrastructure names. FTNT ranks #9 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,285 | $1,971,410 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
2,568 | $489,935 | |
| 3 | PANW |
Palo Alto Networks Inc
|
817 | $278,613 | |
| 4 | ORCL |
Oracle Corp
|
771 | $112,990 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
604 | $70,468 | |
| 6 | NET |
Cloudflare, Inc.
|
253 | $62,055 | |
| 7 | ZETA |
Zeta Global Holdings Corp.
|
2,167 | $42,646 | |
| 8 | TOST |
Toast, Inc.
|
1,529 | $42,536 |
All Filings in FTNT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,173 | 255 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $19,204 | 235 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,452 | 182 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $20,263 | 241 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $15,858 | 150 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $12,802 | 133 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,684 | 39 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,559 | 33 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,084 | 18 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $68 | 1 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $58 | 1 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $58 | 1 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||