Fortitude Financial, LLC
Filing Date
Global Rank
#5,774
/ 8,232
▲ 2277
Top Industry
REIT - Mortgage
42.1%
3Y Alpha vs SPY
-10.5%
Period ended 2 months ago
Filed Apr 24, 2026 · 51d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+8.9%
SPY
+23.4%
Annualised alpha
-10.5%
Max drawdown
−22.4%
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
11 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
91.2%
+61.8 pts
Top 5
97.5%
+21.8 pts
Top 10
99.7%
+2.3 pts
HHI
8,337
Highly concentrated+6,708
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 95.3% | $76,701,562 |
| Real Estate | 2.0% | $1,581,680 |
| Technology | 1.9% | $1,489,233 |
| Consumer Cyclical | 0.5% | $410,291 |
| Consumer Defensive | 0.3% | $273,021 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | +111,855 | 112,861 | $73,398,022 | |
| IBIT | iShares Bitcoin Trust ETF | +3,015 | 15,720 | $603,962 | |
| AMZN | Amazon Com Inc | +564 | 1,970 | $410,291 | |
| AGNC | AGNC Investment Corp. | +148 | 157,695 | $1,581,680 | |
| QQQ | Invesco Qqq Trust, Series 1 | +4 | 3,910 | $2,256,773 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GLD | Spdr Gold Trust | 478 | $205,678 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BITW | Bitwise 10 Crypto Index ETF | 3,581 | $210,419 | |
| No positions match the current search. | ||||
1 positions ·
$273,021 total
· Consumer Defensive only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 274 | $273,021 | 100.00% |