Position in FTNT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,144
+$6,143 QoQ
Shares Held
40
+60.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,500
of 1,560 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026VALLEY NATIONAL ADVISERS INC holds $16,861,773 across 21 Software - Infrastructure names. FTNT ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
38,982 | $14,541,065 | |
| 2 | ORCL |
Oracle Corp
|
9,696 | $1,420,948 | |
| 3 | PANW |
Palo Alto Networks Inc
|
861 | $293,618 | |
| 4 | SNPS |
Synopsys Inc
|
421 | $187,795 | |
| 5 | AKAM |
Akamai Technologies Inc
|
1,514 | $178,969 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
905 | $105,586 | |
| 7 | CRWV |
CoreWeave, Inc.
|
719 | $71,569 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
92 | $17,552 |
All Filings in FTNT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,144 | 40 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $1 | 25 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1 | 16 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1 | 18 | Shares | Sole | 2025-07-22 | |
| 2024-06-30 | $9,643 | 160 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $5 | 85 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $6,438 | 110 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $7,921 | 135 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,913 | 65 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,655 | 55 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2 | 55 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,702 | 55 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,111 | 55 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,759 | 11 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $3,953 | 11 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,212 | 11 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,620 | 11 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,028 | 11 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,633 | 11 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,295 | 11 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,509 | 11 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,112 | 11 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||