Position in TRU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,997
+$2,431 QoQ
Shares Held
97
+47.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#448
of 518 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRU Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Fortitude Family Office, LLC holds $199,440 across 13 Financial Data & Stock Exchanges names. TRU ranks #9 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
82 | $37,139 | |
| 2 | CME |
Cme Group Inc.
|
133 | $29,370 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
233 | $28,684 | |
| 4 | SPGI |
S&P Global Inc.
|
77 | $28,126 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
87 | $21,112 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
198 | $15,606 | |
| 7 | MSCI |
MSCI Inc.
|
25 | $14,001 | |
| 8 | MORN |
Morningstar, Inc.
|
65 | $10,141 |
All Filings in TRU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,997 | 97 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,566 | 66 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,401 | 28 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $4,021 | 48 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,344 | 38 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||