Position in FTNT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,661,906
+$2,381,428 QoQ
Shares Held
30,347
+8.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#458
of 1,570 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HB Wealth Management, LLC holds $302,177,614 across 34 Software - Infrastructure names. FTNT ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
552,823 | $206,214,035 | |
| 2 | ORCL |
Oracle Corp
|
197,825 | $28,991,253 | |
| 3 | PANW |
Palo Alto Networks Inc
|
48,073 | $16,393,854 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
91,527 | $10,678,455 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
54,248 | $10,349,704 | |
| 6 | FTNT |
Fortinet, Inc.
This page
|
30,347 | $4,661,906 | |
| 7 | CRWV |
CoreWeave, Inc.
|
39,599 | $3,941,684 | |
| 8 | SNPS |
Synopsys Inc
|
8,351 | $3,725,130 |
All Filings in FTNT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,661,906 | 30,347 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,280,478 | 27,906 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,595,426 | 20,091 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,141,554 | 13,577 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,453,967 | 13,753 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,351,779 | 14,043 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,144,436 | 12,113 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $858,633 | 11,072 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $608,666 | 10,099 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $513,554 | 7,518 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $290,777 | 4,968 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $670,066 | 11,419 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $750,306 | 9,926 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $666,195 | 10,024 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $288,939 | 5,910 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $388,765 | 7,913 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $464,408 | 8,208 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $504,408 | 1,476 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $564,976 | 1,572 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||