Position in FTNT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$791,450
+$376,721 QoQ
Shares Held
5,152
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#854
of 1,560 holders
Holding Since
Sep 2022
16 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, 2026Investment Advisory Group, LLC holds $6,925,463 across 6 Software - Infrastructure names. FTNT ranks #2 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,771 | $4,763,838 | |
| 2 | FTNT |
Fortinet, Inc.
This page
|
5,152 | $791,450 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
4,278 | $499,114 | |
| 4 | ORCL |
Oracle Corp
|
2,359 | $345,711 | |
| 5 | PANW |
Palo Alto Networks Inc
|
811 | $276,567 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,304 | $248,783 |
All Filings in FTNT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $791,450 | 5,152 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $414,729 | 5,075 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $401,655 | 5,058 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $425,276 | 5,058 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $535,260 | 5,063 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $487,075 | 5,060 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $477,879 | 5,058 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $392,247 | 5,058 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $302,917 | 5,026 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $343,735 | 5,032 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $293,118 | 5,008 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $293,986 | 5,010 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $377,950 | 5,000 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $332,300 | 5,000 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $244,450 | 5,000 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $245,650 | 5,000 | Shares | Sole | 2022-10-24 | |
| No filing history on record for this holder in this stock. | ||||||