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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 36 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 IPGP IPG PHOTONICS CORP COM Technology 31.0 $4K 0.00% +17.0 +121.4% $114.58 -1.1%
702 TPC TUTOR PERINI CORP COM Industrials 46.0 $4K 0.00% +6.0 +15.0% $77.20 -3.0%
703 ZWS ZURN ELKAY WATER SOLNS CORP COM Industrials 79.0 $4K 0.00% +48.0 +154.8% $44.84 +3.4%
704 WSFS WSFS FINL CORP COM Financial Services 54.0 $4K 0.00% +32.0 +145.4% $65.46 +8.1%
705 BHF BRIGHTHOUSE FINL INC COM Financial Services 59.0 $4K 0.00% +37.0 +168.2% $59.88 +4.4%
706 WULF TERAWULF INC COM Financial Services 244.0 $4K 0.00% +40.0 +19.6% $14.43 +47.9%
707 STNG SCORPIO TANKERS INC SHS Energy 47.0 $4K 0.00% +25.0 +113.6% $74.66 +7.8%
708 SLGN SILGAN HLDGS INC COM Consumer Cyclical 90.0 $3K 0.00% +84.0 +1400.0% $38.80 -4.4%
709 CATY CATHAY GEN BANCORP COM Financial Services 70.0 $3K 0.00% +46.0 +191.7% $49.86 +14.7%
710 HXL HEXCEL CORP NEW COM Industrials 43.0 $3K 0.00% +17.0 +65.4% $80.93 +9.1%
711 BSY BENTLEY SYS INC COM CL B Technology 99.0 $3K 0.00% +70.0 +241.4% $35.12 -5.1%
712 GVA GRANITE CONSTR INC COM Industrials 29.0 $3K 0.00% +13.0 +81.2% $119.90 +10.5%
713 CBT CABOT CORP COM Basic Materials 46.0 $3K 0.00% +39.0 +557.1% $75.30 +3.9%
714 INSM INSMED INC COM PAR $.01 Healthcare 21.0 $3K 0.00% +2.0 +10.5% $163.52 -34.3%
715 KYMR KYMERA THERAPEUTICS INC COM Healthcare 41.0 $3K 0.00% +20.0 +95.2% $83.29 -6.2%
716 VCTR VICTORY CAP HLDGS INC DEL COM CL A Financial Services 52.0 $3K 0.00% +36.0 +225.0% $65.48 +25.8%
717 FUL FULLER H B CO COM Basic Materials 55.0 $3K 0.00% +40.0 +266.7% $61.67 -7.7%
718 CVCO CAVCO INDS INC DEL COM Consumer Cyclical 7.0 $3K 0.00% +3.0 +75.0% $484.29 -4.0%
719 VSAT VIASAT INC COM Technology 74.0 $3K 0.00% +56.0 +311.1% $45.80 +54.9%
720 VNT VONTIER CORPORATION COM Technology 95.0 $3K 0.00% +67.0 +239.3% $35.47 -21.6%
Page 36 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%