Mattson Financial Services, LLC

Position in FTNT — Fortinet, Inc.

CIK 2034595 KENTWOOD, MI

Position in FTNT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$731,077

+$356,473 QoQ

Shares Held

4,759

+3.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#880

of 1,560 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Mattson Financial Services, LLC holds $30,607,350 across 6 Software - Infrastructure names. FTNT ranks #5 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRWD	CrowdStrike Holdings, Inc.	63,708	$12,154,530
2	MSFT	Microsoft Corp	26,391	$9,844,370
3	PANW	Palo Alto Networks Inc	17,282	$5,893,507
4	SNPS	Synopsys Inc	3,828	$1,707,555
5	FTNT	Fortinet, Inc. This page	4,759	$731,077
6	OKTA	Okta, Inc.	2,025	$276,311

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$731,077	4,759	+3.8%	Shares	Sole	2026-08-04
2026-03-31	$374,604	4,584	+13.5%	Shares	Sole	2026-05-11
2025-12-31	$320,816	4,040	+63.4%	Shares	Sole	2026-02-12
2025-09-30	$207,929	2,473	+8.0%	Shares	Sole	2025-10-17
2025-03-31	$220,336	2,289	+7.2%	Shares	Sole	2025-05-22
2024-12-31	$201,808	2,136	-68.9%	Shares	Sole	2025-03-10
2024-09-30	$531,991	6,860	-1.3%	Shares	Sole	2024-10-08
2024-06-30	$418,753	6,948	—	Shares	Sole	2024-09-30
No filing history on record for this holder in this stock.