Marshall Financial Group, LLC

Position in FTNT — Fortinet, Inc.

CIK 1841496 Hunt Valley, MD

Position in FTNT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,786,139

+$1,567,511 QoQ

Shares Held

11,627

+462.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#658

of 1,560 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Marshall Financial Group, LLC holds $9,908,908 across 8 Software - Infrastructure names. FTNT ranks #2 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	11,064	$4,127,093
2	FTNT	Fortinet, Inc. This page	11,627	$1,786,139
3	PATH	UiPath, Inc.	163,036	$1,772,201
4	FFIV	F5, Inc.	2,614	$1,087,319
5	PANW	Palo Alto Networks Inc	1,302	$444,008
6	NTAP	NetApp, Inc.	2,340	$362,138
7	PLTR	Palantir Technologies Inc.	2,078	$242,440
8	CRWD	CrowdStrike Holdings, Inc.	1,836	$87,570

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,786,139	11,627	+462.2%	Shares	Sole	2026-07-20
2025-06-30	$218,628	2,068	-8.5%	Shares	Sole	2025-07-10
2024-12-31	$213,619	2,261	-14.5%	Shares	Sole	2025-01-21
2024-09-30	$205,119	2,645	-90.0%	Shares	Sole	2024-10-16
2024-03-31	$1,814,381	26,561	+4.5%	Shares	Sole	2024-04-19
2023-12-31	$1,487,422	25,413	+440.1%	Shares	Sole	2024-01-10
2022-09-30	$231,156	4,705	-0.6%	Shares	Sole	2022-10-12
2022-06-30	$267,906	4,735	+123.3%	Shares	Sole	2022-07-25
2022-03-31	$724,488	2,120	-1.8%	Shares	Sole	2022-05-10
2021-12-31	$775,585	2,158	-24.5%	Shares	Sole	2022-01-27
2021-09-30	$835,234	2,860	-4.1%	Shares	Sole	2021-10-28
2021-06-30	$710,044	2,981	-67.0%	Shares	Sole	2021-07-14
2021-03-31	$1,668,078	9,045	+1.2%	Shares	Sole	2021-04-20
2020-12-31	$1,327,709	8,939	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.