Fortinet continues to deliver. WIth 25% CAGR in sales and a 60% CAGR in EPS over the last five years, FTNT is one of the fastest growing companies on the market.  With a 130% ROIC, a 20% net margin, and an industry that continues to grow as cybersecurity threats become more sophisticated and the need for professional cybersecurity becomes a necessity and not a luxury, FTNT remains a hold, even with a fairly lofty valuation. Another stock that will likely benefit from an eventual fall in interest rates.  Near-term, the stock has had a significant YTD run, up 40%.  We will rebalance back to target weights ahead of earnings and take some profit.