Position in FTNT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$274,518
New position
Shares Held
1,787
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,187
of 1,560 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 68%
Shared 0%
None 32%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $18,456,270 across 6 Software - Infrastructure names. FTNT ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
35,511 | $13,246,312 | |
| 2 | PANW |
Palo Alto Networks Inc
|
7,730 | $2,636,083 | |
| 3 | ORCL |
Oracle Corp
|
9,878 | $1,447,620 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,332 | $444,910 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
3,487 | $406,827 | |
| 6 | FTNT |
Fortinet, Inc.
This page
|
1,787 | $274,518 |
All Filings in FTNT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,518 | 1,787 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||