Fortitude Family Office, LLC
Family OfficeTop Portfolio Positions
1,720 positions ·
$91,308,987 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
53,673 | $13,621,670 | 14.92% | |
| CVX |
Chevron Corp
Energy
|
25,551 | $5,286,501 | 5.79% | |
| UTI |
Universal Technical Institute Inc
Consumer Defensive
|
140,825 | $5,083,782 | 5.57% | |
| LLY |
ELI LILLY & Co
Healthcare
|
4,394 | $4,041,469 | 4.43% | |
| KNX |
Knight-Swift Transportation Holdings Inc.
Industrials
|
61,897 | $3,564,029 | 3.90% | |
| NVDA |
Nvidia Corp
Technology
|
17,794 | $3,103,273 | 3.40% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,979 | $2,873,779 | 3.15% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,957 | $2,575,674 | 2.82% | |
| MSFT |
Microsoft Corp
Technology
|
6,325 | $2,341,325 | 2.56% | |
| ET |
Energy Transfer LP
Energy
|
115,408 | $2,227,374 | 2.44% |
Portfolio Trend
10 quarters · across all stocks
Holdings in UTI
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,083,782 | 140,825 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,679,757 | 140,825 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $4,593,130 | 141,110 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $9,895 | 292 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $7,498 | 292 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $7,507 | 292 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $4,357 | 268 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $283 | 18 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $286 | 18 | Shares | Sole | 2024-04-11 | |
| No 13F history on record for this holder in this stock. | ||||||