Position in FTNT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$122,742
+$72,158 QoQ
Shares Held
799
+29.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,345
of 1,560 holders
Holding Since
Jun 2020
25 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $13,468,126 across 36 Software - Infrastructure names. FTNT ranks #9 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,805 | $5,895,581 | |
| 2 | PANW |
Palo Alto Networks Inc
|
5,805 | $1,979,621 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
10,180 | $1,942,191 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
12,454 | $1,453,008 | |
| 5 | ORCL |
Oracle Corp
|
6,186 | $906,558 | |
| 6 | CRWV |
CoreWeave, Inc.
|
3,921 | $390,296 | |
| 7 | NET |
Cloudflare, Inc.
|
824 | $202,110 | |
| 8 | MDB |
MongoDB, Inc.
|
530 | $178,027 |
All Filings in FTNT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,742 | 799 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $50,584 | 619 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $49,948 | 629 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $138,984 | 1,653 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $170,526 | 1,613 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $157,866 | 1,640 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $148,333 | 1,570 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $121,753 | 1,570 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $164,537 | 2,730 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $200,148 | 2,930 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $47,116 | 805 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $47,237 | 805 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $60,849 | 805 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $48,515 | 730 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $35,689 | 730 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $109,559 | 2,230 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $126,173 | 2,230 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $49,894 | 146 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $51,034 | 142 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $244,145 | 836 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $191,504 | 804 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $148,273 | 804 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $119,418 | 804 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $81,760 | 694 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $95,265 | 694 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||