Mowery & Schoenfeld Wealth Management, LLC
Position in FTNT — Fortinet, Inc.
CIK 2019946
LINCOLNSHIRE, IL
Position in FTNT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,289
+$5,752 QoQ
Shares Held
80
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,470
of 1,560 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $2,478,718 across 8 Software - Infrastructure names. FTNT ranks #4 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,992 | $1,862,115 | |
| 2 | ORCL |
Oracle Corp
|
3,758 | $550,734 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
153 | $17,850 | |
| 4 | FTNT |
Fortinet, Inc.
This page
|
80 | $12,289 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
64 | $12,210 | |
| 6 | PANW |
Palo Alto Networks Inc
|
30 | $10,230 | |
| 7 | SNPS |
Synopsys Inc
|
18 | $8,029 | |
| 8 | NTAP |
NetApp, Inc.
|
34 | $5,261 |
All Filings in FTNT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,289 | 80 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,537 | 80 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,352 | 80 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,726 | 80 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $8,457 | 80 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $7,700 | 80 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $8,597 | 91 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||