Fortitude Family Office, LLC
Family OfficePosition in ULTA — Ulta Beauty, Inc.
CIK 1950506
SCOTTSDALE, AZ
Position in ULTA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$46,450
+$27,633 QoQ
Shares Held
103
+186.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#834
of 1,019 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ULTA Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Fortitude Family Office, LLC holds $182,737 across 22 Specialty Retail names. ULTA ranks #1 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ULTA |
Ulta Beauty, Inc.
This page
|
103 | $46,450 | |
| 2 | WSM |
Williams Sonoma Inc
|
120 | $27,972 | |
| 3 | CASY |
Caseys General Stores Inc
|
30 | $23,843 | |
| 4 | MUSA |
Murphy USA Inc.
|
35 | $18,860 | |
| 5 | DKS |
Dick's Sporting Goods, Inc.
|
64 | $14,515 | |
| 6 | FIVE |
Five Below, Inc
|
77 | $13,843 | |
| 7 | BBY |
Best Buy Co Inc
|
155 | $11,761 | |
| 8 | TSCO |
Tractor Supply Co /De/
|
135 | $4,267 |
All Filings in ULTA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,450 | 103 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $18,817 | 36 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $10,285 | 17 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $9,294 | 17 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,485 | 16 | Shares | Sole | 2025-07-15 | |
| 2024-09-30 | $2,723 | 7 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,244 | 11 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $5,751 | 11 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $5,389 | 11 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||