Position in FTNT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,447,780
+$1,207,844 QoQ
Shares Held
15,934
+5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#586
of 1,560 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Global Financial Private Client, LLC holds $15,998,429 across 8 Software - Infrastructure names. FTNT ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
19,540 | $7,288,810 | |
| 2 | PANW |
Palo Alto Networks Inc
|
8,341 | $2,844,447 | |
| 3 | FTNT |
Fortinet, Inc.
This page
|
15,934 | $2,447,780 | |
| 4 | ORCL |
Oracle Corp
|
8,010 | $1,173,865 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
7,567 | $882,841 | |
| 6 | SNPS |
Synopsys Inc
|
1,523 | $679,364 | |
| 7 | NET |
Cloudflare, Inc.
|
1,618 | $396,862 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
5,964 | $284,460 |
All Filings in FTNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,447,780 | 15,934 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,239,936 | 15,173 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $1,016,447 | 12,800 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,054,362 | 12,540 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $1,264,516 | 11,961 | Shares | Other | 2025-07-10 | |
| 2025-03-31 | $1,138,081 | 11,823 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,354,087 | 14,332 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,112,454 | 14,345 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $860,233 | 14,273 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $932,704 | 13,654 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $940,284 | 16,065 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $911,476 | 15,533 | Shares | Sole | 2024-05-16 | |
| 2023-06-30 | $916,528 | 12,125 | Shares | Sole | 2024-05-16 | |
| 2023-03-31 | $775,721 | 11,672 | Shares | Sole | 2024-05-16 | |
| 2022-12-31 | $584,528 | 11,956 | Shares | Sole | 2024-05-16 | |
| 2022-09-30 | $573,985 | 11,683 | Shares | Sole | 2024-05-16 | |
| 2022-06-30 | $667,926 | 11,805 | Shares | Sole | 2024-05-16 | |
| 2022-03-31 | $822,568 | 2,407 | Shares | Sole | 2024-05-16 | |
| 2021-12-31 | $817,994 | 2,276 | Shares | Sole | 2024-05-16 | |
| 2021-09-30 | $662,930 | 2,270 | Shares | Sole | 2024-05-16 | |
| 2021-06-30 | $545,455 | 2,290 | Shares | Sole | 2024-05-16 | |
| 2021-03-31 | $330,296 | 1,791 | Shares | Sole | 2024-05-16 | |
| 2020-12-31 | $266,314 | 1,793 | Shares | Sole | 2024-05-16 | |
| 2020-09-30 | $204,046 | 1,732 | Shares | Sole | 2024-05-16 | |
| 2020-06-30 | $251,615 | 1,833 | Shares | Sole | 2024-05-16 | |
| 2020-03-31 | $162,479 | 1,606 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||