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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 4 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BK BANK NEW YORK MELLON CORP COM Financial Services 674.0 $80K 0.02% +52.0 +8.4% $118.63 +14.9%
62 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 506.0 $80K 0.02% +78.0 +18.2% $157.28 -0.8%
63 PEP PEPSICO INC COM Consumer Defensive 510.0 $79K 0.02% +192.0 +60.4% $155.29 -4.0%
64 AMP AMERIPRISE FINL INC COM Financial Services 176.0 $78K 0.02% +21.0 +13.6% $444.40 +4.4%
65 OGE OGE ENERGY CORP COM Utilities 1,614.0 $77K 0.02% +75.0 +4.9% $47.96 -1.4%
66 CARR CARRIER GLOBAL CORPORATION COM Industrials 1,332.0 $75K 0.02% +107.0 +8.7% $56.31 +9.1%
67 DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 1,921.0 $75K 0.02% +104.0 +5.7% $38.96 +4.9%
68 VST VISTRA CORP COM Utilities 483.0 $73K 0.02% +89.0 +22.6% $150.33 -9.0%
69 DHR DANAHER CORP DEL COM Healthcare 372.0 $71K 0.02% +50.0 +15.5% $189.60 -13.6%
70 TRV TRAVELERS COMPANIES INC COM Financial Services 238.0 $69K 0.02% +97.0 +68.8% $291.68 +4.9%
71 ED CONSOLIDATED EDISON INC COM Utilities 607.0 $69K 0.01% +67.0 +12.4% $113.18 -5.9%
72 SCHW SCHWAB CHARLES CORP COM Financial Services 722.0 $68K 0.01% +111.0 +18.2% $93.98 -1.7%
73 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 114.0 $67K 0.01% +10.0 +9.6% $588.68 -5.6%
74 TXN TEXAS INSTRS INC COM Technology 338.0 $66K 0.01% +90.0 +36.3% $194.14 +54.8%
75 SHW SHERWIN WILLIAMS CO COM Basic Materials 204.0 $65K 0.01% +42.0 +25.9% $320.55 -5.5%
76 CMI CUMMINS INC COM Industrials 120.0 $65K 0.01% +23.0 +23.7% $538.02 +22.6%
77 ECL ECOLAB INC COM Basic Materials 230.0 $61K 0.01% +9.0 +4.1% $266.02 -6.3%
78 F FORD MTR CO COM Consumer Cyclical 5,287.0 $61K 0.01% +933.0 +21.4% $11.54 +12.9%
79 MPC MARATHON PETE CORP COM Energy 247.0 $60K 0.01% +80.0 +47.9% $244.18 +6.3%
80 CVNA CARVANA CO CL A Consumer Cyclical 188.0 $59K 0.01% +168.0 +840.0% $314.38 -79.0%
Page 4 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%