Optimist Retirement Group LLC

Pension

Position in FTNT — Fortinet, Inc.

CIK 2011850 BELLEVUE, WA

Position in FTNT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,079,180

+$493,575 QoQ

Shares Held

7,025

-2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#772

of 1,560 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Optimist Retirement Group LLC holds $4,922,817 across 6 Software - Infrastructure names. FTNT ranks #2 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	5,765	$2,150,460
2	FTNT	Fortinet, Inc. This page	7,025	$1,079,180
3	RBRK	Rubrik, Inc.	6,724	$539,802
4	TDC	Teradata Corp /De/	14,648	$507,553
5	NTAP	NetApp, Inc.	2,167	$335,364
6	PLTR	Palantir Technologies Inc.	2,661	$310,458

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,079,180	7,025	-2.0%	Shares	Sole	2026-08-10
2026-03-31	$585,605	7,166	+43.0%	Shares	Sole	2026-05-11
2025-12-31	$397,844	5,010	+2.5%	Shares	Sole	2026-02-09
2025-09-30	$410,983	4,888	+2.9%	Shares	Sole	2025-11-17
2025-06-30	$501,958	4,748	+2.7%	Shares	Sole	2025-08-15
2025-03-31	$445,106	4,624	-5.7%	Shares	Sole	2025-05-05
2024-12-31	$463,424	4,905	-3.4%	Shares	Sole	2025-01-27
2024-09-30	$393,954	5,080	—	Shares	Sole	2024-11-25
No filing history on record for this holder in this stock.