Position in FTNT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,408,915
+$1,134,247 QoQ
Shares Held
15,681
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#591
of 1,560 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Alteri Wealth LLC holds $13,779,405 across 6 Software - Infrastructure names. FTNT ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
20,490 | $7,643,179 | |
| 2 | FTNT |
Fortinet, Inc.
This page
|
15,681 | $2,408,915 | |
| 3 | PANW |
Palo Alto Networks Inc
|
4,655 | $1,587,448 | |
| 4 | ORCL |
Oracle Corp
|
8,446 | $1,237,761 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,032 | $578,460 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
2,774 | $323,642 |
All Filings in FTNT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,408,915 | 15,681 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,274,668 | 15,598 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,235,301 | 15,556 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,306,014 | 15,533 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,644,580 | 15,556 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,530,726 | 15,902 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,502,515 | 15,903 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||