Allen Mooney & Barnes Investment Advisors LLC

Position in FTNT — Fortinet, Inc.

CIK 2001461 Thomasville, GA

Position in FTNT

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$819,101

+$285,061 QoQ

Shares Held

5,332

-18.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#843

of 1,560 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Allen Mooney & Barnes Investment Advisors LLC holds $18,458,277 across 4 Software - Infrastructure names. FTNT ranks #2 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	45,178	$16,852,297
2	FTNT	Fortinet, Inc. This page	5,332	$819,101
3	ORCL	Oracle Corp	3,274	$479,804
4	PLTR	Palantir Technologies Inc.	2,632	$307,075

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$819,101	5,332	-18.4%	Shares	Sole	2026-07-13
2026-03-31	$534,040	6,535	-0.8%	Shares	Sole	2026-04-13
2025-12-31	$523,311	6,590	+3.8%	Shares	Sole	2026-01-21
2025-09-30	$533,655	6,347	+1.6%	Shares	Sole	2025-10-15
2025-06-30	$660,432	6,247	0.0%	Shares	Sole	2025-07-08
2025-03-31	$601,336	6,247	-3.6%	Shares	Sole	2025-04-16
2024-12-31	$612,135	6,479	-2.6%	Shares	Sole	2025-01-14
2024-09-30	$516,095	6,655	-2.9%	Shares	Sole	2024-10-15
2024-06-30	$413,150	6,855	-3.8%	Shares	Sole	2024-07-12
2024-03-31	$486,572	7,123	-1.1%	Shares	Sole	2024-04-12
2023-12-31	$421,591	7,203	+8.0%	Shares	Sole	2024-01-22
2023-09-30	$391,395	6,670	+10.7%	Shares	Sole	2023-11-21
2023-06-30	$455,354	6,024	-10.7%	Shares	Sole	2024-05-23
2023-03-31	$448,538	6,749	+1.6%	Shares	Sole	2024-05-23
2022-12-31	$324,776	6,643	-2.6%	Shares	Sole	2024-05-23
2022-09-30	$335,066	6,820	-1.8%	Shares	Sole	2024-05-23
2022-06-30	$392,948	6,945	+400.0%	Shares	Sole	2024-05-23
2022-03-31	$474,676	1,389	—	Shares	Sole	2024-05-23
No filing history on record for this holder in this stock.