Position in FTNT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,253,692
-$43,204 QoQ
Shares Held
8,161
-48.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.20%
of 13F equity value
Holder Rank
#731
of 1,560 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BIRCHBROOK, INC. holds $5,778,561 across 6 Software - Infrastructure names. FTNT ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
7,876 | $2,937,905 | |
| 2 | FTNT |
Fortinet, Inc.
This page
|
8,161 | $1,253,692 | |
| 3 | PANW |
Palo Alto Networks Inc
|
3,611 | $1,231,423 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
7,284 | $347,419 | |
| 5 | XYZ |
Block, Inc.
|
75 | $5,700 | |
| 6 | XNDU |
Xanadu Quantum Technologies Ltd
|
200 | $2,422 |
All Filings in FTNT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,253,692 | 8,161 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,296,896 | 15,870 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,144,298 | 14,410 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,119,525 | 13,315 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,479,022 | 13,990 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,375,844 | 14,293 | Shares | Sole | 2025-06-10 | |
| 2024-12-31 | $1,424,569 | 15,078 | Shares | Sole | 2025-06-10 | |
| 2024-09-30 | $1,287,252 | 16,599 | Shares | Sole | 2025-06-10 | |
| 2024-06-30 | $992,646 | 16,470 | Shares | Sole | 2025-06-10 | |
| 2024-03-31 | $1,119,054 | 16,382 | Shares | Sole | 2025-06-10 | |
| 2023-12-31 | $953,336 | 16,288 | Shares | Sole | 2025-06-10 | |
| No filing history on record for this holder in this stock. | ||||||