CGC Financial Services, LLC

Position in FTNT — Fortinet, Inc.

CIK 1992785 LAKE OSWEGO, OR

Position in FTNT

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$18,387

+$520 QoQ

Shares Held

225

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CGC Financial Services, LLC holds $1,118,756 across 6 Software - Infrastructure names.

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	1,901	$709,111
2	ORCL	Oracle Corp	2,730	$400,081
3	CHKP	Check Point Software Technologies Ltd	39	$5,125
4	XYZ	Block, Inc.	25	$1,900
5	DBX	Dropbox, Inc.	50	$1,373
6	PLTR	Palantir Technologies Inc.	10	$1,166

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$18,387	225	0.0%	Shares	Sole	2026-04-14
2025-12-31	$17,867	225	0.0%	Shares	Sole	2026-02-03
2025-09-30	$18,918	225	0.0%	Shares	Sole	2025-10-24
2025-06-30	$23,787	225	0.0%	Shares	Sole	2025-07-28
2025-03-31	$21,658	225	0.0%	Shares	Sole	2025-04-14
2024-12-31	$21,258	225	0.0%	Shares	Sole	2025-01-24
2024-09-30	$17,448	225	0.0%	Shares	Sole	2024-10-15
2024-06-30	$13,560	225	0.0%	Shares	Sole	2024-07-17
2024-03-31	$15,369	225	0.0%	Shares	Sole	2024-04-23
2023-12-31	$13,169	225	—	Shares	Sole	2024-01-12
No filing history on record for this holder in this stock.