Fortitude Advisory Group L.L.C.
Top Portfolio Positions
162 positions ·
$150,001,374 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
126,086 | $21,989,398 | 14.66% | |
| MSFT |
Microsoft Corp
Technology
|
26,828 | $9,930,920 | 6.62% | |
| AAPL |
Apple Inc.
Technology
|
25,098 | $6,369,621 | 4.25% | |
| SPY |
Spdr S&P 500 ETF Trust
|
9,002 | $5,854,360 | 3.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
25,883 | $5,390,652 | 3.59% | |
| AVGO |
Broadcom Inc.
Technology
|
14,069 | $4,354,496 | 2.90% | |
| PCAR |
Paccar Inc
Industrials
|
31,042 | $3,585,351 | 2.39% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
3,591 | $3,578,180 | 2.39% | |
| MU |
Micron Technology Inc
Technology
|
10,319 | $3,486,170 | 2.32% | |
| FTAI |
FTAI Aviation Ltd.
Industrials
|
13,999 | $3,429,755 | 2.29% |
Portfolio Trend
18 quarters · across all stocks
Holdings in IIM
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $323,456 | 26,600 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $327,712 | 26,600 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $333,830 | 26,600 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $284,667 | 24,456 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $292,738 | 24,456 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $266,359 | 22,402 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $288,537 | 22,402 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $276,440 | 22,402 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $268,824 | 22,402 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $262,775 | 22,402 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $213,179 | 20,498 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $229,485 | 19,415 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $222,601 | 18,246 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $219,864 | 18,246 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $191,273 | 16,618 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $223,860 | 17,394 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $226,636 | 16,258 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $277,036 | 16,258 | Shares | Sole | 2022-05-20 | |
| No 13F history on record for this holder in this stock. | ||||||