Fortune 45
Latest statistics and disclosures from Fortune 45's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, QQQ, SPIB, VCIT, DIA, and represent 83.55% of Fortune 45's stock portfolio.
- Added to shares of these 10 stocks: MGK, QQQ, ETN, PG, INTC, FDXF, SPIB, VCIT, VOO, GEV.
- Started 4 new stock positions in ETN, INTC, FDXF, PG.
- Reduced shares in these 10 stocks: , SCHF, RTX, , LMT, , , XOM, CVX, GOOGL.
- Sold out of its positions in HCA, SLV, LMT, ORLY, RTX, XAR, SCHF.
- Fortune 45 was a net seller of stock by $-707k.
- Fortune 45 has $234M in assets under management (AUM), dropping by 13.98%.
- Central Index Key (CIK): 0001918707
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Positions held by Fortune 45 consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Fortune 45
Fortune 45 holds 36 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 37.9 | $89M | 129k | 686.82 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 30.1 | $70M | +2% | 96k | 736.41 |
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| Spdr Series Trust St Inter Bd Etf (SPIB) | 7.1 | $17M | +2% | 495k | 33.46 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 6.7 | $16M | 189k | 82.65 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 1.8 | $4.3M | 8.3k | 522.46 |
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| NVIDIA Corporation (NVDA) | 1.8 | $4.2M | 21k | 200.12 |
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| Apple (AAPL) | 1.7 | $3.9M | +2% | 13k | 289.39 |
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| Vanguard World Mega Grwth Ind (MGK) | 1.4 | $3.2M | +400% | 37k | 87.91 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $2.6M | 7.2k | 357.50 |
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| Amazon (AMZN) | 1.1 | $2.5M | 10k | 238.34 |
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| Ge Vernova (GEV) | 0.7 | $1.7M | +10% | 1.5k | 1175.40 |
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| Meta Platforms Cl A (META) | 0.7 | $1.6M | +2% | 2.8k | 563.64 |
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| Goldman Sachs (GS) | 0.6 | $1.4M | +3% | 1.3k | 1012.74 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.4M | 3.7k | 370.21 |
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| Corning Incorporated (GLW) | 0.5 | $1.3M | +3% | 4.9k | 255.54 |
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| Teradyne (TER) | 0.4 | $1.1M | +3% | 2.2k | 484.00 |
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| Tesla Motors (TSLA) | 0.4 | $1.0M | 2.5k | 420.60 |
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| Sandisk Corp (SNDK) | 0.4 | $994k | +3% | 437.00 | 2273.73 |
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| Dover Corporation (DOV) | 0.4 | $947k | +6% | 4.2k | 224.40 |
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| Microsoft Corporation (MSFT) | 0.4 | $946k | 2.5k | 373.31 |
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| Broadcom (AVGO) | 0.4 | $886k | +2% | 2.3k | 377.94 |
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| Eaton Corp SHS (ETN) | 0.4 | $872k | NEW | 2.0k | 426.12 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $849k | 1.7k | 500.39 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.3 | $813k | 6.9k | 117.05 |
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| Procter & Gamble Company (PG) | 0.3 | $755k | NEW | 5.1k | 146.65 |
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| Intel Corporation (INTC) | 0.3 | $712k | NEW | 5.1k | 139.63 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $682k | +12% | 5.8k | 116.67 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.3 | $678k | 11k | 61.25 |
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| Spdr Series Trust St Str P500val (SPYV) | 0.3 | $638k | 11k | 60.80 |
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| Fedex Fght Hldg Common Stock (FDXF) | 0.2 | $574k | NEW | 3.8k | 151.00 |
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| Oracle Corporation (ORCL) | 0.2 | $550k | +2% | 3.7k | 146.63 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $538k | -14% | 3.9k | 136.72 |
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| Vertiv Holdings Com Cl A (VRT) | 0.2 | $456k | +9% | 1.4k | 334.96 |
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| Costco Wholesale Corporation (COST) | 0.1 | $321k | 342.00 | 937.67 |
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| Emcor (EME) | 0.1 | $318k | +15% | 383.00 | 830.22 |
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| Chevron Corporation (CVX) | 0.1 | $272k | -5% | 1.6k | 165.80 |
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Past Filings by Fortune 45
SEC 13F filings are viewable for Fortune 45 going back to 2022
- Fortune 45 2026 Q2 filed Aug. 5, 2026
- Fortune 45 2026 Q1 filed April 28, 2026
- Fortune 45 2025 Q4 filed Feb. 17, 2026
- Fortune 45 2025 Q3 filed Nov. 13, 2025
- Fortune 45 2025 Q2 filed Aug. 4, 2025
- Fortune 45 2024 Q4 filed Feb. 13, 2025
- Fortune 45 2024 Q3 filed Nov. 14, 2024
- Fortune 45 2024 Q2 filed July 30, 2024
- Fortune 45 2024 Q1 filed April 18, 2024
- Fortune 45 2023 Q4 filed Feb. 7, 2024
- Fortune 45 2023 Q3 filed Oct. 17, 2023
- Fortune 45 2023 Q2 filed July 31, 2023
- Fortune 45 2023 Q1 filed April 17, 2023
- Fortune 45 2022 Q4 filed Feb. 10, 2023
- Fortune 45 2022 Q3 filed Nov. 10, 2022
- Fortune 45 2022 Q2 filed July 27, 2022