Position in FTNT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,855,729
+$1,001,347 QoQ
Shares Held
12,080
+15.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#653
of 1,560 holders
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Derivatives in FTNT
reported options exposure · as of Sep 30, 2024CallValue
$232,650
CallShares
3,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SHELTON WEALTH MANAGEMENT, LLC holds $7,751,881 across 7 Software - Infrastructure names. FTNT ranks #2 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,363 | $2,000,506 | |
| 2 | FTNT |
Fortinet, Inc.
This page
|
12,080 | $1,855,729 | |
| 3 | TWLO |
Twilio Inc
|
7,898 | $1,629,594 | |
| 4 | MDB |
MongoDB, Inc.
|
3,782 | $1,270,373 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,408 | $480,156 | |
| 6 | ORCL |
Oracle Corp
|
2,236 | $327,685 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
1,610 | $187,838 |
All Filings in FTNT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,855,729 | 12,080 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $854,382 | 10,455 | Shares | Sole | 2026-04-28 | |
| 2024-09-30 | $232,650 | 3,000 | Call | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||