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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 16 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 RDN RADIAN GROUP INC COM Financial Services 434.0 $14K 0.00% +58.0 +15.4% $33.08 +13.4%
302 INGERSOLL RAND INC COM 179.0 $14K 0.00% +86.0 +92.5% $80.12
303 RS RELIANCE INC COM Basic Materials 47.0 $14K 0.00% +27.0 +135.0% $303.91 +18.0%
304 RF REGIONS FINANCIAL CORP NEW COM Financial Services 544.0 $14K 0.00% +258.0 +90.2% $26.12 +5.3%
305 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 312.0 $14K 0.00% +81.0 +35.1% $45.30 -29.5%
306 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 194.0 $14K 0.00% +92.0 +90.2% $72.69 +7.0%
307 BE BLOOM ENERGY CORP COM CL A Industrials 104.0 $14K 0.00% +55.0 +112.2% $135.49 +108.6%
308 LNT ALLIANT ENERGY CORP COM Utilities 196.0 $14K 0.00% +85.0 +76.6% $71.76 +1.5%
309 LUV SOUTHWEST AIRLS CO COM Industrials 373.0 $14K 0.00% +222.0 +147.0% $37.57 +5.6%
310 OSK OSHKOSH CORP COM Industrials 94.0 $14K 0.00% +9.0 +10.6% $147.21 -14.8%
311 LPLA LPL FINL HLDGS INC COM Financial Services 46.0 $14K 0.00% +22.0 +91.7% $300.83 -4.4%
312 THC TENET HEALTHCARE CORP COM NEW Healthcare 73.0 $14K 0.00% +41.0 +128.1% $188.71 -2.3%
313 BUNGE GLOBAL SA COM SHS 108.0 $14K 0.00% +71.0 +191.9% $127.20
314 OVV OVINTIV INC COM Energy 231.0 $14K 0.00% +113.0 +95.8% $59.36 +1.8%
315 VTRS VIATRIS INC COM Healthcare 1,008.0 $14K 0.00% +543.0 +116.8% $13.51 +21.7%
316 JXN JACKSON FINANCIAL INC COM CL A Financial Services 128.0 $14K 0.00% +29.0 +29.3% $105.72 +4.7%
317 AKAM AKAMAI TECHNOLOGIES INC COM Technology 117.0 $13K 0.00% +55.0 +88.7% $114.85 +23.3%
318 STT STATE STR CORP COM Financial Services 106.0 $13K 0.00% +63.0 +146.5% $126.56 +21.7%
319 MKL MARKEL GROUP INC COM Financial Services 7.0 $13K 0.00% +2.0 +40.0% $1914.00 -3.1%
320 EVRG EVERGY INC COM Utilities 163.0 $13K 0.00% +68.0 +71.6% $81.92 +1.5%
Page 16 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%