PDS Planning, Inc

Position in FTNT — Fortinet, Inc.

CIK 838618 DUBLIN, OH

Position in FTNT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$762,416

+$362,234 QoQ

Shares Held

4,963

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#865

of 1,560 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

PDS Planning, Inc holds $30,244,999 across 11 Software - Infrastructure names. FTNT ranks #6 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	53,615	$19,999,467
2	ORCL	Oracle Corp	20,362	$2,984,051
3	CRWD	CrowdStrike Holdings, Inc.	9,836	$1,876,561
4	PANW	Palo Alto Networks Inc	5,065	$1,727,266
5	PLTR	Palantir Technologies Inc.	10,081	$1,176,150
6	FTNT	Fortinet, Inc. This page	4,963	$762,416
7	NET	Cloudflare, Inc.	1,845	$452,541
8	SNPS	Synopsys Inc	897	$400,124

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$762,416	4,963	+1.3%	Shares	Sole	2026-08-05
2026-03-31	$400,182	4,897	+19.1%	Shares	Sole	2026-04-22
2025-12-31	$326,375	4,110	+3.1%	Shares	Sole	2026-01-26
2025-09-30	$335,226	3,987	-3.5%	Shares	Sole	2025-10-21
2025-06-30	$436,729	4,131	+9.5%	Shares	Sole	2025-07-24
2025-03-31	$363,188	3,773	+7.2%	Shares	Sole	2025-04-24
2024-12-31	$332,664	3,521	+0.3%	Shares	Sole	2025-02-10
2024-09-30	$272,278	3,511	+1.4%	Shares	Sole	2024-10-30
2024-06-30	$208,775	3,464	+18.3%	Shares	Sole	2024-08-08
2024-03-31	$200,011	2,928	-4.6%	Shares	Sole	2024-05-01
2023-06-30	$232,061	3,070	—	Shares	Sole	2023-07-21
No filing history on record for this holder in this stock.