Montis Financial, LLC

Position in FTNT — Fortinet, Inc.

CIK 1844314 WALTHAM, MA

Position in FTNT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$275,287

New position

Shares Held

1,792

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,184

of 1,560 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Montis Financial, LLC holds $5,032,268 across 5 Software - Infrastructure names. FTNT ranks #3 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	10,621	$3,961,845
2	PLTR	Palantir Technologies Inc.	3,062	$357,243
3	FTNT	Fortinet, Inc. This page	1,792	$275,287
4	ORCL	Oracle Corp	1,529	$224,074
5	PANW	Palo Alto Networks Inc	627	$213,819

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$275,287	1,792	—	Shares	Sole	2026-08-06
No filing history on record for this holder in this stock.