SEC 13F Intelligence

Fortune Financial Advisors, LLC / MA

Fortune Financial Advisors, LLC’s Mastercard Incorporated Position

Does Fortune Financial Advisors, LLC own Mastercard Incorporated (MA)? Yes — 6.7K shares worth $3M (+1.71% of its 13F portfolio) as of Q1 2026, up from 6.6K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
6.7K
% of Portfolio
+1.71%
Quarters Held
12
currently held

Position History MA

Reported value by quarter
Q2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $4MQ2 ’25Q3 ’25: $4MQ4 ’25: $4MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.7K$3M+1.71%
Q4 20256.6K$4M+2.53%
Q3 20256.5K$4M+2.80%
Q2 20256.4K$4M+2.90%
Q1 20256.3K$3M+2.98%
Q4 20246.2K$3M+2.99%
Q3 20246.2K$3M+2.78%
Q2 20247.7K$3M+2.07%
Q1 20247.7K$4M+2.35%
Q4 20237.9K$3M+2.34%
Q3 20237.5K$3M+2.28%
Q2 20237.6K$3M+2.24%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fortune Financial Advisors, LLC’s full portfolio or all institutional holders of MA.