Fortitude Advisory Group L.L.C.
Top Portfolio Positions
160 positions ·
$149,205,183 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
126,086 | $21,989,398 | 14.74% |
| MSFT |
Microsoft Corp
Technology
|
26,828 | $9,930,920 | 6.66% |
| AAPL |
Apple Inc.
Technology
|
25,098 | $6,369,621 | 4.27% |
| SPY |
Spdr S&P 500 Etf Trust
|
9,002 | $5,854,360 | 3.92% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
25,883 | $5,390,652 | 3.61% |
| AVGO |
Broadcom Inc.
Technology
|
14,069 | $4,354,496 | 2.92% |
| PCAR |
Paccar Inc
Industrials
|
31,042 | $3,585,351 | 2.40% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
3,591 | $3,578,180 | 2.40% |
| MU |
Micron Technology Inc
Technology
|
10,319 | $3,486,170 | 2.34% |
| FTAI |
FTAI Aviation Ltd.
Industrials
|
13,999 | $3,429,755 | 2.30% |
Portfolio Trend
Holdings in BKT
Shares Held
Position Value (USD)
14 of 14 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $305,155 | 28,870 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $318,724 | 28,870 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $316,304 | 28,141 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $330,656 | 28,141 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $333,470 | 28,141 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $281,744 | 24,457 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $283,901 | 22,840 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $272,481 | 22,840 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $271,796 | 22,840 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $278,191 | 22,840 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $259,816 | 22,831 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $249,472 | 20,499 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $191,216 | 15,188 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $187,321 | 15,180 | Shares | Sole | 2023-02-13 | |
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