Position in FTNT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,580,288
+$717,652 QoQ
Shares Held
10,287
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#681
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, 2026Jacksonville Wealth Management, LLC holds $6,699,975 across 6 Software - Infrastructure names. FTNT ranks #3 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWD |
CrowdStrike Holdings, Inc.
|
11,760 | $2,243,631 | |
| 2 | MSFT |
Microsoft Corp
|
4,997 | $1,863,980 | |
| 3 | FTNT |
Fortinet, Inc.
This page
|
10,287 | $1,580,288 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
4,568 | $532,948 | |
| 5 | PANW |
Palo Alto Networks Inc
|
710 | $242,124 | |
| 6 | CRWV |
CoreWeave, Inc.
|
2,381 | $237,004 |
All Filings in FTNT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,580,288 | 10,287 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $862,636 | 10,556 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $823,561 | 10,371 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $871,993 | 10,371 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,144,947 | 10,830 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,078,978 | 11,209 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,080,945 | 11,441 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||