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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 14 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DGX QUEST DIAGNOSTICS INC COM Healthcare 85.0 $17K 0.00% +38.0 +80.8% $195.98 -1.5%
262 NVT NVENT ELEC PLC SHS Industrials 140.0 $17K 0.00% +74.0 +112.1% $118.28 +37.2%
263 EIX EDISON INTL COM Utilities 226.0 $17K 0.00% +86.0 +61.4% $73.18 -4.4%
264 HLI HOULIHAN LOKEY INC CL A Financial Services 115.0 $17K 0.00% +5.0 +4.5% $143.62 +4.0%
265 SOFI SOFI TECHNOLOGIES INC COM Financial Services 1,039.0 $16K 0.00% +348.0 +50.4% $15.88 -1.6%
266 MUSA MURPHY USA INC COM Consumer Cyclical 33.0 $16K 0.00% +6.0 +22.2% $493.97 +14.5%
267 DDOG DATADOG INC CL A COM Technology 138.0 $16K 0.00% +18.0 +15.0% $118.05 +79.3%
268 FORTINET INC COM 196.0 $16K 0.00% +14.0 +7.7% $81.72
269 RPM RPM INTL INC COM Basic Materials 160.0 $16K 0.00% +39.0 +32.2% $99.40 -1.9%
270 LEIDOS HOLDINGS INC COM 101.0 $16K 0.00% +35.0 +53.0% $155.52
271 TWLO TWILIO INC CL A Communication Services 124.0 $16K 0.00% +65.0 +110.2% $125.82 +49.2%
272 DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 346.0 $16K 0.00% +126.0 +57.3% $45.07 +12.6%
273 ATI ATI INC COM Industrials 107.0 $16K 0.00% +78.0 +269.0% $145.46 +5.1%
274 FIVE FIVE BELOW INC COM Consumer Cyclical 68.0 $16K 0.00% +14.0 +25.9% $228.49 -4.6%
275 DINO HF SINCLAIR CORP COM Energy 249.0 $16K 0.00% +98.0 +64.9% $62.39 +13.1%
276 DTE DTE ENERGY CO COM Utilities 106.0 $15K 0.00% +30.0 +39.5% $146.22 -2.2%
277 STRL STERLING INFRASTRUCTURE INC COM Industrials 38.0 $15K 0.00% +14.0 +58.3% $407.26 +83.6%
278 TOL TOLL BROTHERS INC COM Consumer Cyclical 113.0 $15K 0.00% +38.0 +50.7% $136.47 -1.8%
279 HSY HERSHEY CO COM Consumer Defensive 74.0 $15K 0.00% +38.0 +105.6% $207.89 -8.0%
280 GATX GATX CORP COM Industrials 90.0 $15K 0.00% +20.0 +28.6% $170.74 +0.2%
Page 14 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%