Position in FTNT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$334,277
New position
Shares Held
2,176
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,111
of 1,560 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Cyndeo Wealth Partners, LLC holds $109,536,288 across 7 Software - Infrastructure names. FTNT ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
192,374 | $71,759,349 | |
| 2 | ORCL |
Oracle Corp
|
117,650 | $17,241,607 | |
| 3 | PANW |
Palo Alto Networks Inc
|
29,300 | $9,991,886 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
81,766 | $9,539,639 | |
| 5 | CRWV |
CoreWeave, Inc.
|
4,202 | $418,267 | |
| 6 | FTNT |
Fortinet, Inc.
This page
|
2,176 | $334,277 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
5,268 | $251,263 |
All Filings in FTNT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,277 | 2,176 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||