Bleakley Financial Group, LLC

Position in FTNT — Fortinet, Inc.

CIK 1936953 PARSIPPANY, NJ

Position in FTNT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,818,378

+$2,606,798 QoQ

Shares Held

24,856

+67.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#496

of 1,567 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Bleakley Financial Group, LLC holds $152,145,778 across 19 Software - Infrastructure names. FTNT ranks #5 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	289,430	$107,963,178
2	ORCL	Oracle Corp	65,610	$9,615,145
3	PLTR	Palantir Technologies Inc.	82,031	$9,570,556
4	PANW	Palo Alto Networks Inc	21,784	$7,428,779
5	FTNT	Fortinet, Inc. This page	24,856	$3,818,378
6	NET	Cloudflare, Inc.	12,138	$2,977,208
7	RBRK	Rubrik, Inc.	33,343	$2,676,776
8	NTAP	NetApp, Inc.	12,434	$1,924,285

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,818,378	24,856	+67.7%	Shares	Sole	2026-08-05
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.