Position in FTNT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$16,130
New position
Shares Held
105
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,459
of 1,557 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026United Financial Planning Group LLC holds $1,006,257 across 8 Software - Infrastructure names. FTNT ranks #4 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,945 | $725,523 | |
| 2 | ORCL |
Oracle Corp
|
1,452 | $212,790 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
221 | $25,784 | |
| 4 | FTNT |
Fortinet, Inc.
This page
|
105 | $16,130 | |
| 5 | PANW |
Palo Alto Networks Inc
|
40 | $13,640 | |
| 6 | FFIV |
F5, Inc.
|
17 | $7,071 | |
| 7 | AKAM |
Akamai Technologies Inc
|
27 | $3,191 | |
| 8 | XYZ |
Block, Inc.
|
28 | $2,128 |
All Filings in FTNT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,130 | 105 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||