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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 26 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 TE T1 ENERGY INC COM NEW Industrials 1,612.0 $7K 0.00% +69.0 +4.5% $4.39 +98.2%
502 VAL VALARIS LTD CL A Energy 72.0 $7K 0.00% +29.0 +67.4% $98.04 +11.8%
503 EXEL EXELIXIS INC COM Healthcare 164.0 $7K 0.00% +105.0 +178.0% $42.89 +15.8%
504 ALK ALASKA AIR GROUP INC COM Industrials 191.0 $7K 0.00% +107.0 +127.4% $36.78 +11.7%
505 MDU MDU RES GROUP INC COM Industrials 339.0 $7K 0.00% +108.0 +46.8% $20.72 +5.4%
506 MOOG INC CL A 24.0 $7K 0.00% +16.0 +200.0% $292.62
507 CFR CULLEN FROST BANKERS INC COM Financial Services 51.0 $7K 0.00% +27.0 +112.5% $137.08 +1.4%
508 WTS WATTS WATER TECHNOLOGIES INC CL A Industrials 24.0 $7K 0.00% +12.0 +100.0% $290.29 +3.1%
509 JKHY HENRY JACK & ASSOC INC COM Technology 44.0 $7K 0.00% +22.0 +100.0% $158.05 -11.7%
510 AGCO AGCO CORP COM Industrials 60.0 $7K 0.00% +25.0 +71.4% $115.87 -3.3%
511 SNOW SNOWFLAKE INC COM SHS Technology 46.0 $7K 0.00% +5.0 +12.2% $150.83 +10.7%
512 GPN GLOBAL PMTS INC COM Industrials 103.0 $7K 0.00% +22.0 +27.2% $67.30 +7.9%
513 FSLR FIRST SOLAR INC COM Energy 35.0 $7K 0.00% +8.0 +29.6% $197.26 +26.2%
514 GLOBUS MED INC CL A 80.0 $7K 0.00% +32.0 +66.7% $86.16
515 EVEREST GROUP LTD COM 21.0 $7K 0.00% +12.0 +133.3% $326.86
516 PBF PBF ENERGY INC CL A Energy 144.0 $7K 0.00% +55.0 +61.8% $47.62 -18.0%
517 ANF ABERCROMBIE & FITCH CO CL A Consumer Cyclical 75.0 $7K 0.00% +7.0 +10.3% $91.37 -16.3%
518 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 19.0 $7K 0.00% +3.0 +18.8% $358.79 -11.8%
519 GPOR GULFPORT ENERGY CORP COMMON SHARES Energy 32.0 $7K 0.00% +10.0 +45.5% $211.56 -15.4%
520 THG HANOVER INS GROUP INC COM Financial Services 39.0 $7K 0.00% +18.0 +85.7% $173.36 +12.2%
Page 26 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%