Position in FTNT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,018,720
+$938,300 QoQ
Shares Held
13,141
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#628
of 1,560 holders
Holding Since
Mar 2025
6 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, 2026CFC Planning Co LLC holds $2,596,901 across 2 Software - Infrastructure names. FTNT ranks #1 (77.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTNT |
Fortinet, Inc.
This page
|
13,141 | $2,018,720 | |
| 2 | MSFT |
Microsoft Corp
|
1,550 | $578,181 |
All Filings in FTNT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,018,720 | 13,141 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,080,420 | 13,221 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $925,602 | 11,656 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $581,749 | 6,919 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $596,366 | 5,641 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $559,366 | 5,811 | Shares | Sole | 2025-09-23 | |
| No filing history on record for this holder in this stock. | ||||||