Fortitude Family Office, LLC

Family Office

CIK

1950506

Location

SCOTTSDALE, AZ

Portfolio Value

Small $101,681,684

Diversification

Diversified

Filing Date

Global Rank

#1,746 / 2,968 ▲ 4153

Top Industry

Consumer Electronics 16.3%

3Y Alpha vs SPY

+0.2%

Period ended 29 days ago

Filed Jul 20, 2026 · 9d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+54.2%

SPY

+52.7%

Annualised alpha

+0.5%

Max drawdown

−22.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 99% of reported value on average across 10 quarters. Past performance does not predict future results.

Portfolio Concentration

2,103 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.2%

+0.3 pts

Top 5

32.4%

−2.2 pts

Top 10

46.1%

−2.8 pts

HHI

372

Diversified−21

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	33.5%	$34,039,858	304
Financial Services	11.3%	$11,497,090	351
Healthcare	10.9%	$11,058,918	344
Industrials	9.7%	$9,812,444	322
Energy	8.3%	$8,461,155	106
Consumer Cyclical	7.3%	$7,382,944	235
Unclassified	6.2%	$6,341,206	11
Communication Services	5.7%	$5,753,840	70
Consumer Defensive	3.3%	$3,405,044	99
Utilities	1.6%	$1,673,052	68
Basic Materials	1.1%	$1,160,187	85
Real Estate	1.1%	$1,095,946	108

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ET	Energy Transfer LP	+32,587	147,995	$2,829,664
IBIT	iShares Bitcoin Trust ETF	+12,819	13,280	$442,091
SMR	NUSCALE POWER Corp	+3,634	4,528	$45,415
CPB	CAMPBELL'S Co	+2,819	2,916	$64,939
HPE	Hewlett Packard Enterprise Co	+2,315	2,867	$129,330
SABR	Sabre Corp	+2,119	2,541	$5,310
VTRS	Viatris Inc	+1,956	2,964	$47,068
LYFT	Lyft, Inc.	+1,383	1,427	$20,848
LCID	Lucid Group, Inc.	+1,322	1,352	$9,044
FTI	TechnipFMC plc	+1,319	1,714	$113,638
ADT	ADT Inc.	+1,247	1,574	$10,231
DVN	Devon Energy Corp/De	+1,167	1,560	$64,459
BAC	Bank Of America Corp /De/	+1,151	7,431	$423,418
CARR	CARRIER GLOBAL Corp	+1,125	2,457	$180,220
RTX	RTX Corp	+1,104	3,786	$718,317
SANA	Sana Biotechnology, Inc.	+1,088	1,237	$4,317
GM	General Motors Co	+1,082	1,841	$141,904
CNC	Centene Corp	+1,071	1,084	$69,581
PCG	PG&E Corp	+1,022	1,479	$24,876
MARA	MARA Holdings, Inc.	+984	1,045	$14,515
NVST	Envista Holdings Corp	+940	1,061	$27,957
MRK	Merck & Co., Inc.	+928	2,950	$379,075
WEN	Wendy's Co	+920	978	$8,107
RLAY	Relay Therapeutics, Inc.	+863	1,268	$23,724
DAL	Delta Air Lines, Inc.	+861	1,325	$124,099
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
UTI	Universal Technical Institute Inc	−140,800	25	$1,069
KNX	Knight-Swift Transportation Holdings Inc.	−29,912	31,985	$2,490,671
FBTC	Fidelity Wise Origin Bitcoin Fund	−8,344	294	$15,008
USB	US Bancorp De	−2,404	2,912	$175,884
BSX	Boston Scientific Corp	−2,288	894	$38,155
NVDA	Nvidia Corp	−1,833	15,961	$3,193,636
OTLK	Outlook Therapeutics, Inc.	−1,125	1,429	$2,272
NFLX	Netflix Inc	−753	686	$48,980
CMCSA	Comcast Corp	−710	494	$12,127
SHEL	Shell plc	−500	450	$34,893
PLTR	Palantir Technologies Inc.	−500	925	$107,919
MSFT	Microsoft Corp	−474	5,851	$2,182,540
CFG	Citizens Financial Group Inc/Ri	−459	307	$21,511
CMPX	Compass Therapeutics, Inc.	−434	1,481	$3,243
T	At&T Inc.	−427	47,695	$987,286
ULCC	Frontier Group Holdings, Inc.	−412	36	$284
ABT	Abbott Laboratories	−395	2,766	$250,986
CRK	Comstock Resources Inc	−393	409	$6,102
NEE	Nextera Energy Inc	−391	1,853	$162,637
AUID	authID Inc.	−353	556	$594
HD	Home Depot, Inc.	−349	2,430	$857,012
MAS	Masco Corp /De/	−320	370	$30,106
VZ	Verizon Communications Inc	−318	3,497	$148,062
CRBU	Caribou Biosciences, Inc.	−318	646	$1,136
WU	Western Union CO	−310	69	$531
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
NBIS	Nebius Group N.V.	573	$158,245
SPCX	Space Exploration Technologies Corp	621	$106,104
KEEL	Keel Infrastructure Corp.	11,905	$68,334
BPOP	Popular, Inc.	282	$46,298
HONA	Honeywell Aerospace Inc.	152	$33,561
FTRE	Fortrea Holdings Inc.	1,647	$28,657
LAMR	Lamar Advertising Co/New	181	$28,232
OHI	Omega Healthcare Investors Inc	465	$22,171
FDXF	FedEx Freight Holding Company, Inc.	125	$18,875
DUOL	Duolingo, Inc.	135	$15,527
PATH	UiPath, Inc.	1,177	$12,793
MEI	Methode Electronics Inc	635	$12,045
CMPR	CIMPRESS plc	111	$11,288
UI	Ubiquiti Inc.	21	$11,214
ECPG	Encore Capital Group Inc	118	$11,008
FR	First Industrial Realty Trust Inc	170	$10,422
ESTC	Elastic N.V.	161	$9,180
VITL	Vital Farms, Inc.	779	$9,059
BULL	Webull Corp	1,345	$8,769
VRNS	Varonis Systems Inc	209	$8,769
CSTM	Constellium SE	247	$7,871
TENB	Tenable Holdings, Inc.	211	$7,781
LPG	Dorian Lpg Ltd.	221	$7,686
CFFN	Capitol Federal Financial, Inc.	828	$7,046
TNK	Teekay Tankers Ltd.	105	$6,811
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
IAU	Ishares Gold Trust	6,307	$556,025
XOM	ExxonMobil Holdings Corp	2,678	$454,349
DEO	Diageo PLC	2,222	$165,427
KRNT	Kornit Digital Ltd.	7,072	$103,675
BABA	Alibaba Group Holding Ltd	770	$96,604
MPLX	Mplx LP	1,009	$57,583
WES	Western Midstream Partners, LP	1,367	$56,279
OBDC	Blue Owl Capital Corp	5,000	$55,300
PAA	Plains All American Pipeline LP	2,232	$49,840
EPD	Enterprise Products Partners L.P.	1,254	$47,451
CTRA	Coterra Energy Inc.	1,146	$40,270
HOLX	HOLOGIC INC	319	$24,113
IONQ	IonQ, Inc.	600	$17,298
ONTF	ON24 INC.	1,570	$12,717
TERN	Terns Pharmaceuticals, Inc.	192	$10,122
PTY	Pimco Corporate & Income Opportunity Fund	700	$8,442
ZTS	Zoetis Inc.	55	$6,501
TPH	Tri Pointe Homes, Inc.	117	$5,467
PHK	Pimco High Income Fund	1,110	$5,139
TD	Toronto Dominion Bank	51	$4,758
BGS	B&G Foods, Inc.	890	$4,280
CWAN	Clearwater Analytics Holdings, Inc.	156	$3,689
SAR	Saratoga Investment Corp.	140	$3,061
TOST	Toast, Inc.	101	$2,677
ARVN	Arvinas, Inc.	252	$2,671
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2,103 tracked positions · $101,681,684 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 2,103 positions by value · page 1 of 43

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	53,549	-124	$15,494,938	+13.8%	15.24%
LLY	ELI LILLY & Co PUT + SHARES Healthcare	Added	4,446	+52	$5,332,666	+31.9%	5.24%
CVX	Chevron Corp Energy	Reduced	25,522	-29	$4,230,526	−20.0%	4.16%
MU	Micron Technology Inc Technology	Added	3,652	+96	$4,215,467	+250.9%	4.15%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,969	-10	$3,659,171	+27.3%	3.60%
GOOGL	Alphabet Inc. Communication Services	Added	9,203	+246	$3,288,876	+27.7%	3.23%
NVDA	Nvidia Corp Technology	Reduced	15,961	-1,833	$3,193,636	+2.9%	3.14%
ET	Energy Transfer LP Energy	Added	147,995	+32,587	$2,829,664	+27.0%	2.78%
KNX	Knight-Swift Transportation Holdings Inc. Industrials	Reduced	31,985	-29,912	$2,490,671	−30.1%	2.45%
MSFT	Microsoft Corp Technology	Reduced	5,851	-474	$2,182,540	−6.8%	2.15%
SPY	Spdr S&P 500 ETF Trust CALL + SHARES	Added	2,665	+1	$1,990,142	+14.9%	1.96%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,030	+175	$1,913,870	+17.0%	1.88%
KKR	KKR & Co. Inc. Financial Services	Added	17,723	+53	$1,626,616	−0.5%	1.60%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,390	+10	$1,300,303	−5.4%	1.28%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,591	+29	$1,296,510	+5.6%	1.28%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,600	+195	$1,178,388	+17.6%	1.16%
AVGO	Broadcom Inc. Technology	Added	3,019	+406	$1,140,427	+41.0%	1.12%
ABBV	AbbVie Inc. Healthcare	Reduced	4,225	-26	$1,063,179	+15.0%	1.05%
T	At&T Inc. Communication Services	Reduced	47,695	-427	$987,286	−29.2%	0.97%
V	Visa Inc. Financial Services	Reduced	2,767	-18	$949,330	+12.8%	0.93%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,430	-349	$857,012	−6.2%	0.84%
RTX	RTX Corp Industrials	Added	3,786	+1,104	$718,317	+38.8%	0.71%
META	Meta Platforms, Inc. Communication Services	Reduced	1,195	-291	$673,131	−20.8%	0.66%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,576	+243	$662,865	+33.8%	0.65%
CAT	Caterpillar Inc Industrials	Reduced	566	-26	$602,733	+43.7%	0.59%
C	Citigroup Inc Financial Services	Added	4,054	+205	$567,397	+30.0%	0.56%
MA	Mastercard Inc Financial Services	Reduced	1,090	-8	$559,824	+2.0%	0.55%
LRCX	Lam Research Corp Technology	Added	1,212	+192	$525,195	+141.0%	0.52%
JNJ	Johnson & Johnson Healthcare	Reduced	1,844	-120	$468,320	−2.4%	0.46%
GS	Goldman Sachs Group Inc Financial Services	Added	463	+30	$468,264	+27.8%	0.46%
IBIT	iShares Bitcoin Trust ETF	Added	13,280	+12,819	$442,091	+2396.1%	0.43%
AMGN	Amgen Inc Healthcare	Reduced	1,172	-6	$424,404	+2.4%	0.42%
BAC	Bank Of America Corp /De/ Financial Services	Added	7,431	+1,151	$423,418	+38.3%	0.42%
DHI	Horton D R Inc /De/ Consumer Cyclical	Added	2,474	+164	$402,965	+27.1%	0.40%
IRM	Iron Mountain Inc Real Estate	Held	3,112	0	$393,076	+23.7%	0.39%
MRK	Merck & Co., Inc. Healthcare	Added	2,950	+928	$379,075	+55.9%	0.37%
AMD	Advanced Micro Devices Inc Technology	Added	638	+119	$370,620	+251.0%	0.36%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,358	-128	$367,080	−20.5%	0.36%
WMT	Walmart Inc. Consumer Defensive	Added	2,930	+295	$331,851	+1.3%	0.33%
WDC	Western Digital Corp Technology	Added	447	+79	$285,507	+186.8%	0.28%
INTC	Intel Corp Technology	Added	1,921	+728	$268,229	+409.5%	0.26%
APH	Amphenol Corp /De/ Technology	Added	1,494	+676	$263,422	+154.9%	0.26%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	2,572	-31	$262,832	+12.7%	0.26%
ABT	Abbott Laboratories Healthcare	Reduced	2,766	-395	$250,986	−22.7%	0.25%
CSCO	Cisco Systems, Inc. Technology	Added	2,131	+143	$250,307	+62.3%	0.25%
MO	Altria Group, Inc. Consumer Defensive	Reduced	3,433	-219	$247,004	+2.5%	0.24%
CB	Chubb Ltd Financial Services	Added	711	+136	$242,266	+29.3%	0.24%
IBM	International Business Machines Corp Technology	Reduced	841	-115	$236,497	+2.1%	0.23%
ADI	Analog Devices Inc Technology	Added	583	+150	$231,550	+68.1%	0.23%
AMAT	Applied Materials Inc /De Technology	Held	312	0	$225,576	+111.5%	0.22%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.