Bleakley Financial Group, LLC

Position in FTNT — Fortinet, Inc.

CIK 1936953 PARSIPPANY, NJ

Position in FTNT

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$1,211,580

+$195,132 QoQ

Shares Held

14,826

+15.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0.03372453797382976.ToString("F0")% Shared 0.ToString("F0")% None 99.96627546202616.ToString("F0")%

Technology · as of Mar 31, 2026

Bleakley Financial Group, LLC holds $138,291,175 across 13 Software - Infrastructure names. FTNT ranks #6 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	284,019	$105,135,313
2	PLTR	Palantir Technologies Inc.	88,296	$12,915,938
3	ORCL	Oracle Corp	61,181	$9,000,336
4	PANW	Palo Alto Networks Inc	20,848	$3,342,351
5	TOST	Toast, Inc.	90,722	$2,405,040
6	FTNT	Fortinet, Inc. This page	14,826	$1,211,580
7	NTAP	NetApp, Inc.	11,258	$1,152,706
8	DOX	Amdocs Ltd	12,844	$838,199

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,211,580	14,826	+15.8%	Shares	Sole	2026-05-04
2025-12-31	$1,016,448	12,800	+19.1%	Shares	Sole	2026-02-09
2025-09-30	$903,691	10,748	+4.4%	Shares	Sole	2025-11-10
2025-06-30	$1,088,493	10,296	+18.9%	Shares	Sole	2025-07-30
2024-12-31	$818,102	8,659	0.0%	Shares	Sole	2025-01-27
2024-09-30	$671,505	8,659	+4.8%	Shares	Sole	2024-10-16
2024-06-30	$497,830	8,260	+1.5%	Shares	Sole	2024-08-12
2024-03-31	$556,043	8,140	+3.2%	Shares	Sole	2024-05-08
2023-12-31	$461,684	7,888	-19.0%	Shares	Sole	2024-01-25
2023-09-30	$571,543	9,740	-14.0%	Shares	Sole	2023-11-14
2023-06-30	$856,132	11,326	+18.8%	Shares	Sole	2023-08-14
2023-03-31	$633,496	9,532	-12.1%	Shares	Sole	2023-05-12
2022-12-31	$530,016	10,841	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.