Fortitude Family Office, LLC

Family Office

CIK

1950506

Location

SCOTTSDALE, AZ

Portfolio Value

Micro $91,329,436

Diversification

Diversified

Filing Date

Global Rank

#5,893 / 8,608 ▼ 539 · as of Mar 2026

Top Industry

Consumer Electronics 16.0%

3Y Alpha vs SPY

-0.1%

Period ended 3 months ago

Filed Apr 16, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+54.1%

SPY

+55.6%

Annualised alpha

-0.5%

Max drawdown

−22.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,722 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.9%

+0.2 pts

Top 5

34.6%

−3.2 pts

Top 10

49.0%

−2.7 pts

HHI

394

Diversified−52

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.4%	$24,981,258	246
Financial Services	11.0%	$10,021,311	273
Energy	10.4%	$9,534,551	91
Healthcare	9.7%	$8,866,380	261
Industrials	9.3%	$8,483,683	280
Consumer Defensive	9.3%	$8,470,074	91
Consumer Cyclical	6.7%	$6,089,320	219
Unclassified	6.5%	$5,912,000	11
Communication Services	6.1%	$5,539,428	50
Utilities	1.8%	$1,626,498	58
Basic Materials	1.1%	$1,027,870	81
Real Estate	0.9%	$777,063	61

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ET	Energy Transfer LP	+13,428	115,408	$2,227,374
OTLK	Outlook Therapeutics, Inc.	+2,130	2,554	$526
IAU	Ishares Gold Trust	+1,004	6,307	$556,025
MGRX	Mangoceuticals, Inc.	+965	1,343	$483
F	Ford Motor Co	+933	5,287	$61,011
FITB	Fifth Third Bancorp	+803	911	$42,325
CMCSA	Comcast Corp	+767	1,204	$34,566
WMT	Walmart Inc.	+605	2,635	$327,477
CSX	Csx Corp	+592	1,401	$57,511
KEY	Keycorp /New/	+567	975	$19,548
CNH	CNH Industrial N.V.	+563	736	$8,096
KO	Coca Cola Co	+562	1,328	$100,994
JBLU	Jetblue Airways Corp	+551	615	$2,718
VTRS	Viatris Inc	+543	1,008	$13,618
KMI	Kinder Morgan, Inc.	+485	1,629	$54,620
KR	Kroger Co	+472	1,464	$105,935
CCL	Carnival Corp Ltd.	+448	1,011	$26,164
KDP	Keurig Dr Pepper Inc.	+394	495	$13,033
RIG	Transocean Ltd.	+390	3,032	$20,102
ATOM	Atomera Inc	+390	620	$2,362
VZ	Verizon Communications Inc	+386	3,815	$191,513
MRK	Merck & Co., Inc.	+349	2,022	$243,226
SOFI	SoFi Technologies, Inc.	+348	1,039	$16,499
TEX	Terex Corp	+333	370	$21,867
CRBU	Caribou Biosciences, Inc.	+318	964	$1,831
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
KNX	Knight-Swift Transportation Holdings Inc.	−185,386	61,897	$3,564,029
SILA	Sila Realty Trust, Inc.	−20,671	22	$520
AAPL	Apple Inc.	−14,990	53,673	$13,621,670
BAC	Bank Of America Corp /De/	−14,704	6,280	$306,150
IBIT	iShares Bitcoin Trust ETF	−13,279	461	$17,711
CVX	Chevron Corp	−11,368	25,551	$5,286,501
KKR	KKR & Co. Inc.	−7,919	17,670	$1,634,475
SMR	NUSCALE POWER Corp	−7,273	894	$9,690
PFE	Pfizer Inc	−6,070	1,391	$39,059
DHI	Horton D R Inc /De/	−5,964	2,310	$316,978
JPM	Jpmorgan Chase & Co	−5,905	3,405	$1,001,614
WFC	Wells Fargo & Company/Mn	−4,986	1,639	$130,480
BMY	Bristol Myers Squibb Co	−4,883	663	$40,210
QQQ	Invesco Qqq Trust, Series 1	−4,758	4,979	$2,873,779
GRND	Grindr Inc.	−4,128	381	$4,606
INTC	Intel Corp	−3,782	1,193	$52,647
COMP	Compass, Inc.	−3,748	20	$146
CSCO	Cisco Systems, Inc.	−3,066	1,988	$154,248
CMPX	Compass Therapeutics, Inc.	−2,676	1,915	$10,130
NVDA	Nvidia Corp	−2,653	17,794	$3,103,273
MU	Micron Technology Inc	−2,522	3,556	$1,201,359
NKE	NIKE, Inc.	−2,445	564	$29,790
CRM	Salesforce, Inc.	−2,280	159	$29,680
UPS	United Parcel Service Inc	−2,260	249	$24,496
HD	Home Depot, Inc.	−2,148	2,779	$913,985
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
FBTC	Fidelity Wise Origin Bitcoin Fund	8,638	$509,901
QNCX	Quince Therapeutics, Inc.	8,095	$163,519
ONDS	Ondas Inc.	4,071	$36,801
AHCO	AdaptHealth Corp.	2,174	$25,870
AMCR	Amcor plc	311	$12,362
ARCC	Ares Capital Corp	529	$9,532
WSO	Watsco Inc	22	$8,003
ETHA	iShares Ethereum Trust ETF	343	$5,429
TD	Toronto Dominion Bank	51	$4,758
CE	Celanese Corp	66	$4,340
ERAS	Erasca, Inc.	217	$3,511
SAR	Saratoga Investment Corp.	140	$3,061
SPHR	Sphere Entertainment Co.	25	$2,935
TNGX	Tango Therapeutics, Inc.	130	$2,719
LASR	Nlight, Inc.	41	$2,337
HLIO	Helios Technologies, Inc.	36	$2,329
ASTE	Astec Industries Inc	42	$2,261
PRAX	Praxis Precision Medicines, Inc.	7	$2,255
PL	Planet Labs PBC	80	$2,236
PBH	Prestige Consumer Healthcare Inc.	36	$2,133
CELC	Celcuity Inc.	18	$2,054
EGBN	Eagle Bancorp Inc	72	$1,790
KOD	Kodiak Sciences Inc.	45	$1,715
CNS	Cohen & Steers, Inc.	27	$1,688
GME	GameStop Corp.	72	$1,658
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
GGN	GAMCO Global Gold, Natural Resources & Income Trust	43,000	$221,880
GNT	GAMCO Natural Resources, Gold & Income Trust	27,000	$201,150
BNS	Bank Of Nova Scotia	1,350	$99,481
EXAS	EXACT SCIENCES CORP	824	$83,685
MSD	Morgan Stanley Emerging Markets Debt Fund Inc	9,000	$66,510
EIM	Eaton Vance Municipal Bond Fund	4,000	$38,920
NCV	Virtus Convertible & Income Fund	2,500	$37,875
STAG	STAG Industrial, Inc.	1,000	$36,760
FEMY	Femasys Inc	2,866	$33,016
EDD	Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.	6,000	$32,580
VKI	Invesco Advantage Municipal Income Trust II	3,500	$31,920
WGRX	Wellgistics Health, Inc.	1,519	$30,380
ERNA	Ernexa Therapeutics Inc.	804	$24,120
MUFG	Mitsubishi Ufj Financial Group Inc	1,093	$17,334
AIRE	reAlpha Tech Corp.	1,629	$16,982
FAX	Abrdn Asia-Pacific Income Fund, Inc.	1,000	$15,340
SHOP	Shopify Inc.	82	$13,199
MSAI	MultiSensor AI Holdings, Inc.	1,116	$12,856
TCMD	Tactile Systems Technology Inc	384	$11,136
QLYS	Qualys, Inc.	74	$9,834
ANRO	Alto Neuroscience, Inc.	511	$9,095
HYT	Blackrock Corporate High Yield Fund, Inc.	1,000	$8,900
NCZ	Virtus Convertible & Income Fund II	625	$8,612
ALIT	Alight, Inc. / Delaware	219	$8,541
SABA	Saba Capital Income & Opportunities Fund II	1,000	$8,250
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,722 positions · $91,329,436 total · as of Mar 31, 2026

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

Showing 1–50 of 1,722 positions by value · page 1 of 35

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	53,673	-14,990	$13,621,670	−27.0%	14.91%
CVX	Chevron Corp Energy	Reduced	25,551	-11,368	$5,286,501	−6.0%	5.79%
UTI	Universal Technical Institute Inc Consumer Defensive	Held	140,825	0	$5,083,782	+38.2%	5.57%
LLY	ELI LILLY & Co Healthcare	Reduced	4,394	-116	$4,041,469	−16.6%	4.43%
KNX	Knight-Swift Transportation Holdings Inc. Industrials	Reduced	61,897	-185,386	$3,564,029	−72.4%	3.90%
NVDA	Nvidia Corp Technology	Reduced	17,794	-2,653	$3,103,273	−18.6%	3.40%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,979	-4,758	$2,873,779	−52.0%	3.15%
GOOGL	Alphabet Inc. Communication Services	Reduced	8,957	-2,021	$2,575,674	−25.0%	2.82%
MSFT	Microsoft Corp Technology	Reduced	6,325	-969	$2,341,325	−33.6%	2.56%
ET	Energy Transfer LP Energy	Added	115,408	+13,428	$2,227,374	+32.5%	2.44%
SPY	Spdr S&P 500 ETF Trust	Held	2,664	0	$1,732,505	−4.6%	1.90%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	7,855	-972	$1,635,960	−19.7%	1.79%
KKR	KKR & Co. Inc. Financial Services	Reduced	17,670	-7,919	$1,634,475	−49.9%	1.79%
T	At&T Inc. Communication Services	Reduced	48,122	-1,137	$1,395,056	+14.0%	1.53%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,380	-743	$1,375,073	−24.9%	1.51%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,562	+194	$1,227,710	+3.1%	1.34%
MU	Micron Technology Inc Technology	Reduced	3,556	-2,522	$1,201,359	−30.7%	1.32%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,405	-5,905	$1,001,614	−66.6%	1.10%
ABBV	AbbVie Inc. Healthcare	Reduced	4,251	-1,257	$924,549	−26.5%	1.01%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,779	-2,148	$913,985	−46.1%	1.00%
META	Meta Platforms, Inc. Communication Services	Reduced	1,486	-233	$850,185	−25.1%	0.93%
V	Visa Inc. Financial Services	Reduced	2,785	-32	$841,738	−14.8%	0.92%
AVGO	Broadcom Inc. Technology	Reduced	2,613	-1,228	$808,749	−39.2%	0.89%
IAU	Ishares Gold Trust	Added	6,307	+1,004	$556,025	+29.2%	0.61%
MA	Mastercard Inc Financial Services	Added	1,098	+17	$548,626	−11.1%	0.60%
RTX	RTX Corp Industrials	Reduced	2,682	-296	$517,357	−5.3%	0.57%
FBTC	Fidelity Wise Origin Bitcoin Fund	NEW	8,638	NEW	$509,901	NEW	0.56%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,333	+120	$495,542	−9.2%	0.54%
JNJ	Johnson & Johnson Healthcare	Added	1,964	+58	$480,080	+21.7%	0.53%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,486	-64	$461,833	−2.5%	0.51%
XOM	ExxonMobil Holdings Corp Energy	Reduced	2,678	-1,123	$454,349	−0.7%	0.50%
C	Citigroup Inc Financial Services	Added	3,849	+42	$436,515	−1.7%	0.48%
CAT	Caterpillar Inc Industrials	Added	592	+207	$419,408	+90.2%	0.46%
AMGN	Amgen Inc Healthcare	Reduced	1,178	-1,429	$414,479	−51.4%	0.45%
GS	Goldman Sachs Group Inc Financial Services	Reduced	433	-1,269	$366,313	−75.5%	0.40%
WMT	Walmart Inc. Consumer Defensive	Added	2,635	+605	$327,477	+44.8%	0.36%
ABT	Abbott Laboratories Healthcare	Added	3,161	+71	$324,539	−16.2%	0.36%
IRM	Iron Mountain Inc Real Estate	Held	3,112	0	$317,859	+23.1%	0.35%
DHI	Horton D R Inc /De/ Consumer Cyclical	Reduced	2,310	-5,964	$316,978	−73.4%	0.35%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	6,280	-14,704	$306,150	−73.5%	0.34%
USB	US Bancorp De Financial Services	Added	5,316	+245	$276,485	+2.2%	0.30%
MRK	Merck & Co., Inc. Healthcare	Added	2,022	+349	$243,226	+38.1%	0.27%
MO	Altria Group, Inc. Consumer Defensive	Reduced	3,652	-299	$240,995	+5.8%	0.26%
SBUX	Starbucks Corp Consumer Cyclical	Added	2,603	+179	$233,202	+14.2%	0.26%
IBM	International Business Machines Corp Technology	Reduced	956	-653	$231,724	−51.4%	0.25%
LRCX	Lam Research Corp Technology	Added	1,020	+81	$217,933	+35.6%	0.24%
PLTR	Palantir Technologies Inc. Technology	Added	1,425	+109	$208,449	−10.9%	0.23%
NEE	Nextera Energy Inc Utilities	Added	2,244	+282	$208,422	+32.3%	0.23%
BSX	Boston Scientific Corp Healthcare	Reduced	3,182	-134	$199,670	−36.8%	0.22%
YUM	Yum Brands Inc Consumer Cyclical	Added	1,282	+39	$199,325	+6.0%	0.22%