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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 11 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ACGL ARCH CAP GROUP LTD ORD Financial Services 237.0 $23K 0.01% +49.0 +26.1% $95.99 -0.5%
202 RJF RAYMOND JAMES FINL INC COM Financial Services 157.0 $23K 0.01% +29.0 +22.7% $144.79 +4.3%
203 COKE COCA COLA CONS INC COM Consumer Defensive 116.0 $22K 0.01% +27.0 +30.3% $191.74 -9.8%
204 GRMN GARMIN LTD SHS Technology 95.0 $22K 0.01% +40.0 +72.7% $232.01 -2.1%
205 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 78.0 $22K 0.01% +39.0 +100.0% $282.37 +18.1%
206 MPWR MONOLITHIC PWR SYS INC COM Technology 20.0 $22K 0.01% +6.0 +42.9% $1093.35 +36.2%
207 TEX TEREX CORP NEW COM Industrials 370.0 $22K 0.01% +333.0 +900.0% $59.10 -5.2%
208 DG DOLLAR GEN CORP COM Consumer Defensive 184.0 $22K 0.01% +90.0 +95.7% $118.73 -13.8%
209 CASY CASEYS GEN STORES INC COM Consumer Cyclical 30.0 $22K 0.01% +16.0 +114.3% $727.87 +18.1%
210 TFC TRUIST FINL CORP COM Financial Services 473.0 $22K 0.01% +182.0 +62.5% $45.97 +1.2%
211 WEC WEC ENERGY GROUP INC COM Utilities 187.0 $22K 0.01% +52.0 +38.5% $115.77 -3.5%
212 FLEX FLEXTRONICS INTL LTD ORD Technology 329.0 $22K 0.01% +193.0 +141.9% $65.46 +97.1%
213 BWXT BWX TECHNOLOGIES INC COM Industrials 105.0 $21K 0.01% +32.0 +43.8% $204.49 -2.8%
214 AEP AMERICAN ELEC PWR CO INC COM Utilities 162.0 $21K 0.01% +71.0 +78.0% $131.08 -1.0%
215 USFD US FOODS HLDG CORP COM Consumer Defensive 221.0 $20K 0.01% +93.0 +72.7% $92.21 -11.9%
216 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 111.0 $20K 0.01% +31.0 +38.8% $182.33 -6.4%
217 BURL BURLINGTON STORES INC COM Consumer Cyclical 62.0 $20K 0.01% +18.0 +40.9% $325.39 -9.2%
218 HUBB HUBBELL INC COM Industrials 41.0 $20K 0.00% +20.0 +95.2% $490.73 -6.1%
219 RIG TRANSOCEAN LTD REGISTERED SHS Energy 3,032.0 $20K 0.00% +390.0 +14.8% $6.63 +14.5%
220 TXT TEXTRON INC COM Industrials 228.0 $20K 0.00% +78.0 +52.0% $87.56 +1.0%
Page 11 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%