Lifestyle Asset Management, Inc.

Position in FTNT — Fortinet, Inc.

CIK 1845675 Friendswood, TX

Position in FTNT

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

Position Value

$4,182,458

+$1,951,421 QoQ

Shares Held

27,226

-0.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.15%

of 13F equity value

Holder Rank

#479

of 1,560 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Lifestyle Asset Management, Inc. holds $7,588,653 across 4 Software - Infrastructure names. FTNT ranks #1 (55.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FTNT	Fortinet, Inc. This page	27,226	$4,182,458
2	CHKP	Check Point Software Technologies Ltd	13,895	$1,826,219
3	MSFT	Microsoft Corp	3,609	$1,346,229
4	ORCL	Oracle Corp	1,595	$233,747

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,182,458	27,226	-0.3%	Shares	Sole	2026-07-20
2026-03-31	$2,231,037	27,301	+19.7%	Shares	Sole	2026-04-10
2025-12-31	$1,811,580	22,813	+9.8%	Shares	Sole	2026-02-11
2025-09-30	$1,747,182	20,780	+29.5%	Shares	Sole	2025-10-09
2025-06-30	$1,696,700	16,049	+306.2%	Shares	Sole	2025-07-09
2025-03-31	$380,323	3,951	-11.0%	Shares	Sole	2025-04-10
2024-12-31	$419,207	4,437	-3.9%	Shares	Sole	2025-01-17
2024-09-30	$357,893	4,615	+13.3%	Shares	Sole	2024-10-31
2024-06-30	$245,419	4,072	+25.5%	Shares	Sole	2024-07-19
2024-03-31	$221,597	3,244	-11.8%	Shares	Sole	2024-04-19
2023-12-31	$215,331	3,679	+4.9%	Shares	Sole	2024-02-12
2023-09-30	$205,849	3,508	-83.1%	Shares	Sole	2023-10-05
2023-06-30	$1,570,004	20,770	-6.7%	Shares	Sole	2023-07-13
2023-03-31	$1,479,864	22,267	-0.1%	Shares	Sole	2023-04-21
2022-12-31	$1,089,415	22,283	—	Shares	Sole	2023-04-20
No filing history on record for this holder in this stock.