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Portfolio (Quarterly) Guide ↗

Fortitude Family Office, LLC

· CIK 0001950506
13F Portfolio $448M AUM 1,890 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 206 New 1027 Added 311 Reduced 239 Exited
Page 10 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 112.0 $26K 0.01% +28.0 +33.3% $230.89 -6.9%
182 RNR RENAISSANCERE HLDGS LTD COM Financial Services 87.0 $26K 0.01% +26.0 +42.6% $297.23 +0.4%
183 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 190.0 $26K 0.01% +119.0 +167.6% $136.09 -8.8%
184 GIS GENERAL MILLS INC COM Consumer Defensive 688.0 $26K 0.01% +167.0 +32.0% $37.22 -10.1%
185 UTHR UNITED THERAPEUTICS CORP DEL COM Healthcare 43.0 $25K 0.01% +26.0 +152.9% $592.98 -4.4%
186 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 87.0 $25K 0.01% +8.0 +10.1% $292.75 +34.6%
187 MRVL MARVELL TECHNOLOGY INC COM Technology 255.0 $25K 0.01% +74.0 +40.9% $99.05 +70.5%
188 SPGI S&P GLOBAL INC COM Financial Services 59.0 $25K 0.01% +9.0 +18.0% $425.34 -1.9%
189 ATO ATMOS ENERGY CORP COM Utilities 135.0 $25K 0.01% +46.0 +51.7% $184.72 -3.8%
190 JBL JABIL INC COM Technology 93.0 $25K 0.01% +57.0 +158.3% $265.63 +27.5%
191 MCO MOODYS CORP COM Financial Services 56.0 $24K 0.01% +2.0 +3.7% $436.25 +1.6%
192 ODFL OLD DOMINION FREIGHT LINE INC COM Industrials 125.0 $24K 0.01% +66.0 +111.9% $195.40 +4.5%
193 AON AON PLC SHS CL A Financial Services 74.0 $24K 0.01% +26.0 +54.2% $322.78 +0.3%
194 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 240.0 $24K 0.01% +147.0 +158.1% $98.42 -0.8%
195 CF CF INDUSTRIES HOLD COM Basic Materials 181.0 $24K 0.01% +86.0 +90.5% $129.84 -1.5%
196 EW EDWARDS LIFESCIENCES CORP COM Healthcare 290.0 $23K 0.01% +55.0 +23.4% $80.08 +2.9%
197 RGLD ROYAL GOLD INC COM Basic Materials 91.0 $23K 0.01% +29.0 +46.8% $254.49 -11.1%
198 CL COLGATE PALMOLIVE CO COM Consumer Defensive 270.0 $23K 0.01% +102.0 +60.7% $85.23 +5.6%
199 XYL XYLEM INC COM Industrials 192.0 $23K 0.01% +31.0 +19.2% $119.50 -9.4%
200 MTZ MASTEC INC COM Industrials 71.0 $23K 0.01% +47.0 +195.8% $321.75 +19.8%
Page 10 of 52  ·  1,027 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 28.1%
Financial Services 15.0%
Energy 10.7%
Consumer Defensive 9.6%
Industrials 9.4%
Healthcare 8.3%
Communication Services 8.2%
Consumer Cyclical 6.9%
Utilities 1.9%
Basic Materials 1.1%