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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 31 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 BMRN BIOMARIN PHARMACEUTICAL INC COM Healthcare 91.0 $5K 0.00% +56.0 +160.0% $56.49 -11.1%
602 FNB F N B CORP COM Financial Services 307.0 $5K 0.00% +146.0 +90.7% $16.72 +2.5%
603 MIDD MIDDLEBY CORP COM Industrials 38.0 $5K 0.00% +27.0 +245.4% $132.58 +6.7%
604 OKTA OKTA INC CL A Technology 64.0 $5K 0.00% +26.0 +68.4% $78.70 +8.9%
605 LAUR LAUREATE ED INC COMMON STOCK Consumer Defensive 144.0 $5K 0.00% +63.0 +77.8% $34.84 -5.6%
606 LAD LITHIA MTRS INC COM Consumer Cyclical 20.0 $5K 0.00% +3.0 +17.6% $249.70 +3.0%
607 AAOI APPLIED OPTOELECTRONICS INC COM Technology 59.0 $5K 0.00% +11.0 +22.9% $84.59 +95.4%
608 UGI UGI CORP NEW COM Utilities 137.0 $5K 0.00% +90.0 +191.5% $36.42 -4.3%
609 GH GUARDANT HEALTH INC COM Healthcare 54.0 $5K 0.00% +16.0 +42.1% $92.37 +6.3%
610 UFPI UFP INDUSTRIES INC COM Basic Materials 54.0 $5K 0.00% +36.0 +200.0% $92.11 -14.0%
611 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 218.0 $5K 0.00% +31.0 +16.6% $22.77 +34.2%
612 CR CRANE COMPANY COMMON STOCK Industrials 29.0 $5K 0.00% +17.0 +141.7% $171.00 -2.1%
613 GOLF ACUSHNET HLDGS CORP COM Consumer Cyclical 53.0 $5K 0.00% +36.0 +211.8% $93.47 -6.4%
614 NWSA NEWS CORP NEW CL A Communication Services 198.0 $5K 0.00% +83.0 +72.2% $24.93 +5.3%
615 AX AXOS FINANCIAL INC COM Financial Services 58.0 $5K 0.00% +25.0 +75.8% $85.09 +1.0%
616 GNW GENWORTH FINL INC COM SHS Financial Services 607.0 $5K 0.00% +180.0 +42.1% $8.12 +12.8%
617 FBIN FORTUNE BRANDS INNOVATIONS INC COM Industrials 126.0 $5K 0.00% +87.0 +223.1% $38.97 -14.3%
618 POR PORTLAND GEN ELEC CO COM NEW Utilities 93.0 $5K 0.00% +42.0 +82.3% $52.77 -6.6%
619 PLXS PLEXUS CORP COM Technology 24.0 $5K 0.00% +13.0 +118.2% $202.54 +23.4%
620 FEDERATED HERMES INC CL B 85.0 $5K 0.00% +53.0 +165.6% $56.71
Page 31 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%