Long-term investor
Fortress Financial Group, LLC @fortressfinancialgroupll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002054451).
Record
- Tracked since 2025-12-31 (257 days), 163 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.5%
- Max drawdown n/a · win rate 26% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- WTS · 25.9% · long · since 2026-06-30
- IDCC · 14.4% · long · since 2026-06-30
- BP · 10.2% · long · since 2026-06-30
- BMY · 8.5% · long · since 2026-06-30
- MUSA · 3.1% · long · since 2026-06-30
- MELI · 2.6% · long · since 2026-06-30
- MDT · 2.5% · long · since 2026-06-30
- NGG · 2.1% · long · since 2026-06-30
- OGN · 1.8% · long · since 2026-06-30
- SMR · 1.6% · long · since 2026-06-30
- IBM · 1.5% · long · since 2025-12-31
- NVDA · 1.5% · long · since 2025-12-31