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 JRS
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $164,798 | 22,091 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $169,217 | 22,091 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $180,704 | 22,091 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $171,867 | 22,091 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $182,029 | 22,091 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $190,645 | 22,091 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $205,446 | 22,091 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $174,001 | 22,775 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $179,922 | 22,775 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $178,100 | 22,775 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $152,592 | 22,775 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $169,218 | 22,775 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $149,093 | 19,959 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $150,890 | 19,959 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $154,283 | 19,959 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $187,614 | 19,959 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $235,715 | 19,959 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $255,874 | 19,959 | Shares | Sole | 2022-05-20 | |
| No 13F history on record for this holder in this stock. | ||||||