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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 20 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 112.0 $11K 0.00% +98.0 +700.0% $96.47 +2.3%
382 ILMN ILLUMINA INC COM Healthcare 87.0 $11K 0.00% +7.0 +8.8% $123.26 +17.5%
383 LII LENNOX INTL INC COM Industrials 23.0 $11K 0.00% +15.0 +187.5% $464.13 +3.5%
384 MLI MUELLER INDS INC COM Industrials 96.0 $11K 0.00% +52.0 +118.2% $110.80 +20.6%
385 MOD MODINE MFG CO COM Consumer Cyclical 49.0 $11K 0.00% +15.0 +44.1% $216.71 +15.4%
386 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 330.0 $11K 0.00% +3.0 +0.9% $32.01 +2.5%
387 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 675.0 $11K 0.00% +288.0 +74.4% $15.64 +1.3%
388 CDE COEUR MNG INC COM NEW Basic Materials 561.0 $11K 0.00% +258.0 +85.2% $18.77 -5.0%
389 IESC IES HOLDINGS INC COM Industrials 22.0 $10K 0.00% +15.0 +214.3% $476.45 +36.0%
390 IVZ INVESCO LTD SHS Financial Services 430.0 $10K 0.00% +118.0 +37.8% $24.29 +11.1%
391 ELAN ELANCO ANIMAL HEALTH INC COM Healthcare 435.0 $10K 0.00% +238.0 +120.8% $23.93 -10.9%
392 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 290.0 $10K 0.00% +183.0 +171.0% $35.70 -11.8%
393 CSL CARLISLE COS INC COM Industrials 31.0 $10K 0.00% +27.0 +675.0% $333.61 -0.4%
394 NTAP NETAPP INC COM Technology 101.0 $10K 0.00% +38.0 +60.3% $102.39 +21.1%
395 BBY BEST BUY INC COM Consumer Cyclical 161.0 $10K 0.00% +69.0 +75.0% $64.20 -4.7%
396 ROL ROLLINS INC COM Consumer Cyclical 193.0 $10K 0.00% +91.0 +89.2% $53.41 -0.3%
397 ORI OLD REP INTL CORP COM Financial Services 258.0 $10K 0.00% +111.0 +75.5% $39.90 -0.6%
398 W WAYFAIR INC CL A Consumer Cyclical 136.0 $10K 0.00% +16.0 +13.3% $75.21 -14.0%
399 BW BABCOCK & WILCOX ENTERPRISES COM Industrials 696.0 $10K 0.00% +84.0 +13.7% $14.69 +39.8%
400 PR PERMIAN RESOURCES CORP CLASS A COM Energy 477.0 $10K 0.00% +302.0 +172.6% $21.32 -2.0%
Page 20 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%