Position in FTNT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,032,172
+$440,029 QoQ
Shares Held
6,719
-7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#783
of 1,557 holders
Holding Since
Sep 2024
8 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, 2026Everhart Financial Group, Inc. holds $36,241,795 across 16 Software - Infrastructure names. FTNT ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
57,855 | $21,581,072 | |
| 2 | PANW |
Palo Alto Networks Inc
|
8,553 | $2,916,744 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
23,358 | $2,725,177 | |
| 4 | ORCL |
Oracle Corp
|
14,938 | $2,189,163 | |
| 5 | NET |
Cloudflare, Inc.
|
6,822 | $1,673,300 | |
| 6 | FTNT |
Fortinet, Inc.
This page
|
6,719 | $1,032,172 | |
| 7 | SNPS |
Synopsys Inc
|
2,307 | $1,029,083 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
12,740 | $607,650 |
All Filings in FTNT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,032,172 | 6,719 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $592,143 | 7,246 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $452,954 | 5,704 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $510,197 | 6,068 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $609,581 | 5,766 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $497,182 | 5,165 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $418,168 | 4,426 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $319,738 | 4,123 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||