Position in FTNT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,404,240
+$953,473 QoQ
Shares Held
9,141
+65.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#710
of 1,560 holders
Holding Since
Dec 2023
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Turtle Creek Wealth Advisors, LLC holds $57,714,426 across 11 Software - Infrastructure names. FTNT ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
119,704 | $44,651,986 | |
| 2 | INFQ |
Infleqtion, Inc.
|
237,878 | $3,168,534 | |
| 3 | PANW |
Palo Alto Networks Inc
|
7,221 | $2,462,505 | |
| 4 | ORCL |
Oracle Corp
|
15,157 | $2,221,258 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
13,399 | $1,563,261 | |
| 6 | FTNT |
Fortinet, Inc.
This page
|
9,141 | $1,404,240 | |
| 7 | SNPS |
Synopsys Inc
|
1,920 | $856,454 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
11,640 | $555,184 |
All Filings in FTNT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,404,240 | 9,141 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $450,767 | 5,516 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $254,906 | 3,210 | Shares | Sole | 2026-01-28 | |
| 2023-12-31 | $3,570 | 61 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||