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Portfolio (Quarterly) Guide ↗

Fortitude Advisory Group L.L.C.

· CIK 0001928999
13F Portfolio $262M AUM 238 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 238 New
Page 4 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VUG VANGUARD INDEX FDS 10,630.0 $916K 0.35% NEW $86.14 +3.2%
62 CAT CATERPILLAR INC Industrials 858.0 $914K 0.35% NEW $1065.24 -17.2%
63 IJR ISHARES TR 6,129.0 $909K 0.35% NEW $148.31 +1.0%
64 AMKR AMKOR TECHNOLOGY INC Technology 10,054.0 $867K 0.33% NEW $86.23 -28.9%
65 SGOV ISHARES TR 8,473.0 $853K 0.33% NEW $100.67 -0.1%
66 SCHV SCHWAB STRATEGIC TR 24,481.0 $852K 0.33% NEW $34.81 +1.5%
67 AGG ISHARES TR 8,566.0 $848K 0.32% NEW $98.98 -1.7%
68 AELUMA INC 37,567.0 $829K 0.32% NEW $22.08
69 JNJ JOHNSON & JOHNSON Healthcare 3,255.0 $827K 0.32% NEW $253.97 +3.3%
70 BAC BANK OF AMER CORP Financial Services 14,379.0 $819K 0.31% NEW $56.98 +12.1%
71 VGT VANGUARD WORLD FD 6,829.0 $816K 0.31% NEW $119.52 +2.5%
72 PG PROCTER & GAMBLE CO Consumer Defensive 5,387.0 $790K 0.30% NEW $146.64 -2.4%
73 CVX CHEVRON CORPORATION Energy 4,730.0 $784K 0.30% NEW $165.75 +22.3%
74 AGNC AGNC INVT CORP Real Estate 71,081.0 $775K 0.30% NEW $10.90 +0.5%
75 GE GE AEROSPACE Industrials 2,055.0 $768K 0.29% NEW $373.73 -1.2%
76 BK BANK OF NY MELLON CORP Financial Services 5,280.0 $764K 0.29% NEW $144.61 -0.6%
77 SPHQ INVESCO EXCHANGE TRADED FD T 8,471.0 $763K 0.29% NEW $90.10 -2.6%
78 BOND PIMCO ETF TR 8,252.0 $761K 0.29% NEW $92.21 -1.9%
79 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 25,156.0 $759K 0.29% NEW $30.17 +11.4%
80 ASX ASE TECHNOLOGY HLDG CO LTD Technology 16,593.0 $749K 0.29% NEW $45.12 -11.5%
Page 4 of 12  ·  238 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.4%
Financial Services 18.2%
Industrials 9.8%
Consumer Cyclical 5.6%
Communication Services 4.4%
Healthcare 4.1%
Consumer Defensive 3.8%
Utilities 3.3%
Energy 2.8%
Real Estate 1.2%