Position in FTNT
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$3,836,835
+$358,677 QoQ
Shares Held
46,951
+7.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.95%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Strategic Planning, Inc. holds $15,724,844 across 2 Software - Infrastructure names. FTNT ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
32,115 | $11,888,009 | |
| 2 | FTNT |
Fortinet, Inc.
This page
|
46,951 | $3,836,835 |
All Filings in FTNT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,836,835 | 46,951 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,478,158 | 43,800 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,881,889 | 46,169 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||