Fortitude Family Office, LLC
Family OfficePosition in ULTA — Ulta Beauty, Inc.
CIK 1950506
SCOTTSDALE, AZ
Position in ULTA
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$18,817
+$8,532 QoQ
Shares Held
36
+111.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ULTA Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026Fortitude Family Office, LLC holds $147,545 across 16 Specialty Retail names. ULTA ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
30 | $21,835 | |
| 2 | WSM |
Williams Sonoma Inc
|
111 | $20,238 | |
| 3 | ULTA |
Ulta Beauty, Inc.
This page
|
36 | $18,817 | |
| 4 | MUSA |
Murphy USA Inc.
|
33 | $16,301 | |
| 5 | FIVE |
Five Below, Inc
|
68 | $15,536 | |
| 6 | TSCO |
Tractor Supply Co /De/
|
312 | $14,133 | |
| 7 | DKS |
Dick's Sporting Goods, Inc.
|
61 | $12,095 | |
| 8 | BBY |
Best Buy Co Inc
|
161 | $10,336 |
All Filings in ULTA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||