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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 17 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 WTRG ESSENTIAL UTILS INC COM Utilities 330.0 $13K 0.00% +188.0 +132.4% $40.27 -8.4%
322 AIZ ASSURANT INC COM Financial Services 61.0 $13K 0.00% +13.0 +27.1% $217.80 +17.3%
323 UNM UNUM GROUP COM Financial Services 181.0 $13K 0.00% +73.0 +67.6% $73.03 +14.4%
324 BDX BECTON DICKINSON & CO COM Healthcare 84.0 $13K 0.00% +48.0 +133.3% $157.23 -5.7%
325 ARW ARROW ELECTRS INC COM Technology 92.0 $13K 0.00% +30.0 +48.4% $143.41 +48.3%
326 GAP GAP INC COM Consumer Cyclical 544.0 $13K 0.00% +118.0 +27.7% $24.20 -9.6%
327 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 552.0 $13K 0.00% +257.0 +87.1% $23.81 +42.0%
328 ALB ALBEMARLE CORP COM Basic Materials 73.0 $13K 0.00% +38.0 +108.6% $179.53 -5.4%
329 CACI CACI INTL INC CL A Technology 24.0 $13K 0.00% +11.0 +84.6% $543.88 -9.4%
330 KDP KEURIG DR PEPPER INC COM Consumer Defensive 495.0 $13K 0.00% +394.0 +390.1% $26.33 +9.0%
331 DXCM DEXCOM INC COM Healthcare 205.0 $13K 0.00% +135.0 +192.9% $62.80 +10.4%
332 NFG NATIONAL FUEL GAS CO COM Energy 135.0 $13K 0.00% +31.0 +29.8% $93.96 -11.1%
333 BIIB BIOGEN INC COM Healthcare 69.0 $13K 0.00% +37.0 +115.6% $183.33 +2.4%
334 CLH CLEAN HARBORS INC COM Industrials 44.0 $13K 0.00% +30.0 +214.3% $286.73 +1.8%
335 COLB COLUMBIA BKG SYS INC COM Financial Services 454.0 $12K 0.00% +108.0 +31.2% $27.43 +7.8%
336 FFIV F5 INC COM Technology 43.0 $12K 0.00% +21.0 +95.5% $289.33 +32.5%
337 RKLB ROCKET LAB CORP COM Industrials 192.0 $12K 0.00% +93.0 +93.9% $64.22 +104.3%
338 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 49.0 $12K 0.00% +17.0 +53.1% $250.63 +20.9%
339 DD DUPONT DE NEMOURS INC COM Basic Materials 267.0 $12K 0.00% +125.0 +88.0% $45.80 +4.1%
340 PPG PPG INDS INC COM Basic Materials 114.0 $12K 0.00% +57.0 +100.0% $106.88 -1.4%
Page 17 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%