Position in FTNT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$245,177
New position
Shares Held
1,596
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,224
of 1,560 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 3%
Shared 0%
None 97%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $9,282,908 across 6 Software - Infrastructure names. FTNT ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,314 | $5,712,428 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
6,304 | $1,202,708 | |
| 3 | ORCL |
Oracle Corp
|
7,268 | $1,065,125 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,690 | $576,323 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,124 | $481,147 | |
| 6 | FTNT |
Fortinet, Inc.
This page
|
1,596 | $245,177 |
All Filings in FTNT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,177 | 1,596 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||