Position in FTNT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$733,074
+$337,958 QoQ
Shares Held
4,772
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#175
of 384 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Bison Wealth, LLC holds $25,523,398 across 7 Software - Infrastructure names. FTNT ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
43,559 | $16,248,378 | |
| 2 | PANW |
Palo Alto Networks Inc
|
9,295 | $3,169,780 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
10,632 | $2,028,426 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
13,920 | $1,624,046 | |
| 5 | ORCL |
Oracle Corp
|
7,190 | $1,053,694 | |
| 6 | FTNT |
Fortinet, Inc.
This page
|
4,772 | $733,074 | |
| 7 | INFQ |
Infleqtion, Inc.
|
50,000 | $666,000 |
All Filings in FTNT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $733,074 | 4,772 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $395,116 | 4,835 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $564,446 | 7,108 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $409,721 | 4,873 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $451,651 | 4,692 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||