Fortress Financial Solutions, LLC

CIK

2039501

Location

TUCSON, AZ

Portfolio Value

Micro $36,424,104

Diversification

Diversified

Filing Date

Global Rank

#7,193 / 8,603 ▼ 53 · as of Mar 2026

Top Industry

Semiconductors 23.2%

3Y Alpha vs SPY

+4.0%

Period ended 3 months ago

Filed May 4, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

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

Cloned portfolio

+30.1%

SPY

+24.0%

Annualised alpha

+4.1%

Max drawdown

−21.8%

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

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

Top Position

29.9%

+0.0 pts

Top 5

56.1%

+0.7 pts

Top 10

71.2%

+0.5 pts

HHI

1,198

Diversified+23

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.4%	$13,273,112	10
Unclassified	35.2%	$12,831,944	4
Industrials	7.7%	$2,805,564	4
Consumer Cyclical	5.6%	$2,033,309	2
Communication Services	4.1%	$1,490,194	2
Consumer Defensive	2.8%	$1,024,329	1
Financial Services	2.8%	$1,013,657	3
Healthcare	2.1%	$764,000	2
Utilities	2.0%	$737,717	1
Basic Materials	0.6%	$229,931	1
Energy	0.6%	$220,347	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
AEP	American Electric Power Co Inc	+456	5,628	$737,717
PLTR	Palantir Technologies Inc.	+311	5,973	$873,730
CRWD	CrowdStrike Holdings, Inc.	+198	1,279	$124,832
JNJ	Johnson & Johnson	+113	1,806	$441,458
JPM	Jpmorgan Chase & Co	+101	1,849	$543,901
T	At&T Inc.	+99	26,923	$780,497
HEI	Heico Corp	+49	1,796	$492,462
GOOGL	Alphabet Inc.	+7	2,468	$709,697
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	−2,423	2,441	$903,584
QQQ	Invesco Qqq Trust, Series 1	−1,848	18,865	$10,888,499
SLV	iShares Silver Trust	−1,302	5,850	$398,618
NVDA	Nvidia Corp	−1,208	11,665	$2,034,375
AMZN	Amazon Com Inc	−1,000	5,147	$1,071,965
GLAD	Gladstone Capital Corp	−798	14,116	$244,911
APO	Apollo Global Management, Inc.	−621	2,018	$224,845
AAPL	Apple Inc.	−407	16,827	$4,270,524
GLD	Spdr Gold Trust	−393	3,099	$1,333,467
TSLA	Tesla, Inc.	−200	2,586	$961,344
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−112	4,614	$1,559,301
FIX	Comfort Systems USA Inc	−67	1,216	$1,676,851
AVGO	Broadcom Inc.	−57	3,606	$1,116,092
COST	Costco Wholesale Corp /New	−52	1,028	$1,024,329
APH	Amphenol Corp /De/	−50	6,470	$817,483
UNH	Unitedhealth Group Inc	−27	1,192	$322,542
MLI	Mueller Industries Inc	−18	5,341	$295,891
GLW	Corning Inc /Ny	−7	5,869	$798,007
MPWR	Monolithic Power Systems Inc	−6	709	$775,184
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
EME	EMCOR Group, Inc.	461	$340,360
BHP	BHP Group Ltd	3,161	$229,931
CVX	Chevron Corp	1,065	$220,347
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
CCL	Carnival Corp Ltd.	26,299	$803,171
LOAN	Manhattan Bridge Capital, Inc	147,298	$684,935
AMGN	Amgen Inc	1,055	$345,312
SYK	Stryker Corp	713	$250,598
BMI	Badger Meter Inc	1,366	$238,244
BTCO	Invesco Galaxy Bitcoin ETF	2,420	$210,951
UBS	UBS Group AG	4,492	$208,024
TOON	Kartoon Studios, Inc.	75,000	$54,000
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

31 positions · $36,424,104 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	18,865	-1,848	$10,888,499	−14.4%	29.89%
AAPL	Apple Inc. Technology	Reduced	16,827	-407	$4,270,524	−8.9%	11.72%
NVDA	Nvidia Corp Technology	Reduced	11,665	-1,208	$2,034,375	−15.3%	5.59%
FIX	Comfort Systems USA Inc Industrials	Reduced	1,216	-67	$1,676,851	+40.0%	4.60%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	4,614	-112	$1,559,301	+8.6%	4.28%
GLD	Spdr Gold Trust	Reduced	3,099	-393	$1,333,467	−3.6%	3.66%
AVGO	Broadcom Inc. Technology	Reduced	3,606	-57	$1,116,092	−12.0%	3.06%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	5,147	-1,000	$1,071,965	−24.4%	2.94%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,028	-52	$1,024,329	+10.0%	2.81%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,586	-200	$961,344	−23.3%	2.64%
MSFT	Microsoft Corp Technology	Reduced	2,441	-2,423	$903,584	−61.6%	2.48%
PLTR	Palantir Technologies Inc. Technology	Added	5,973	+311	$873,730	−13.2%	2.40%
APH	Amphenol Corp /De/ Technology	Reduced	6,470	-50	$817,483	−7.2%	2.24%
GLW	Corning Inc /Ny Technology	Reduced	5,869	-7	$798,007	+55.1%	2.19%
T	At&T Inc. Communication Services	Added	26,923	+99	$780,497	+17.1%	2.14%
MPWR	Monolithic Power Systems Inc Technology	Reduced	709	-6	$775,184	+19.6%	2.13%
AEP	American Electric Power Co Inc Utilities	Added	5,628	+456	$737,717	+23.7%	2.03%
GOOGL	Alphabet Inc. Communication Services	Added	2,468	+7	$709,697	−7.9%	1.95%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,849	+101	$543,901	−3.4%	1.49%
HEI	Heico Corp Industrials	Added	1,796	+49	$492,462	−12.9%	1.35%
JNJ	Johnson & Johnson Healthcare	Added	1,806	+113	$441,458	+26.0%	1.21%
SLV	iShares Silver Trust	Reduced	5,850	-1,302	$398,618	−13.5%	1.09%
EME	EMCOR Group, Inc. Industrials	NEW	461	NEW	$340,360	NEW	0.93%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,192	-27	$322,542	−19.8%	0.89%
MLI	Mueller Industries Inc Industrials	Reduced	5,341	-18	$295,891	−3.8%	0.81%
GLAD	Gladstone Capital Corp Financial Services	Reduced	14,116	-798	$244,911	−20.5%	0.67%
BHP	BHP Group Ltd Basic Materials	NEW	3,161	NEW	$229,931	NEW	0.63%
APO	Apollo Global Management, Inc. Financial Services	Reduced	2,018	-621	$224,845	−41.1%	0.62%
CVX	Chevron Corp Energy	NEW	1,065	NEW	$220,347	NEW	0.60%
SPY	Spdr S&P 500 ETF Trust	Held	325	0	$211,360	−4.6%	0.58%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	1,279	+198	$124,832	−1.5%	0.34%