INDEPENDENT FINANCIAL GROUP, LLC

Position in FTNT — Fortinet, Inc.

CIK 275484 SAN DIEGO, CA

Position in FTNT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$6,183,512

+$2,119,495 QoQ

Shares Held

40,252

-19.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#31

of 177 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $144,154,192 across 24 Software - Infrastructure names. FTNT ranks #4 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	193,067	$72,017,852
2	PLTR	Palantir Technologies Inc.	188,200	$21,957,294
3	PANW	Palo Alto Networks Inc	48,369	$16,494,796
4	FTNT	Fortinet, Inc. This page	40,252	$6,183,512
5	NET	Cloudflare, Inc.	21,475	$5,267,388
6	ORCL	Oracle Corp	29,150	$4,271,932
7	CRWD	CrowdStrike Holdings, Inc.	21,346	$4,072,496
8	CRWV	CoreWeave, Inc.	35,725	$3,556,066

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,183,512	40,252	-19.1%	Shares	Sole	2026-07-15
2026-03-31	$4,064,017	49,731	-3.4%	Shares	Sole	2026-05-15
2025-12-31	$4,090,012	51,505	-2.9%	Shares	Sole	2026-05-15
2025-09-30	$4,458,510	53,027	+21.5%	Shares	Sole	2026-05-15
2025-06-30	$4,614,889	43,652	-2.8%	Shares	Sole	2026-05-15
2025-03-31	$4,321,207	44,891	+13.1%	Shares	Sole	2026-05-19
2024-12-31	$3,750,289	39,694	+6.8%	Shares	Sole	2026-06-12
2024-09-30	$2,882,533	37,170	-22.9%	Shares	Sole	2026-06-12
2024-06-30	$2,906,822	48,230	+0.9%	Shares	Sole	2026-06-12
2024-03-31	$3,265,354	47,802	+0.5%	Shares	Sole	2026-06-12
2023-12-31	$2,784,915	47,581	+1.2%	Shares	Sole	2026-06-12
2023-09-30	$2,758,018	47,001	+1.3%	Shares	Sole	2026-06-12
2023-06-30	$3,508,207	46,411	-3.9%	Shares	Sole	2026-06-12
2023-03-31	$3,208,888	48,283	+5.7%	Shares	Sole	2026-06-12
2022-12-31	$2,233,295	45,680	-1.7%	Shares	Sole	2026-06-15
2022-09-30	$2,282,825	46,465	-1.5%	Shares	Sole	2026-06-15
2022-06-30	$2,668,029	47,155	+408.1%	Shares	Sole	2026-06-12
2022-03-31	$634,337	9,281	-3.5%	Shares	Sole	2026-06-12
2021-12-31	$691,413	9,619	+0.8%	Shares	Sole	2026-06-15
2021-09-30	$557,153	9,539	-4.9%	Shares	Sole	2026-06-15
2021-06-30	$477,999	10,034	-3.0%	Shares	Sole	2026-06-15
2021-03-31	$381,528	10,344	-3.0%	Shares	Sole	2026-06-15
2020-12-31	$316,665	10,660	-2.0%	Shares	Sole	2026-06-15
2020-09-30	$256,378	10,881	-3.5%	Shares	Sole	2026-06-15
2020-06-30	$309,653	11,279	+1.3%	Shares	Sole	2026-06-15
2020-03-31	$225,346	11,137	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.