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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 40 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 CHRD CHORD ENERGY CORPORATION COM NEW Energy 19.0 $3K 0.00% +16.0 +533.3% $142.16 +1.9%
782 ACLS AXCELIS TECHNOLOGIES INC COM NEW Technology 29.0 $3K 0.00% +4.0 +16.0% $93.07 +60.4%
783 TOST TOAST INC CL A Technology 101.0 $3K 0.00% +71.0 +236.7% $26.51 -11.9%
784 DIOD DIODES INC COM Technology 39.0 $3K 0.00% +25.0 +178.6% $68.26 +41.2%
785 VVV VALVOLINE INC COM Energy 79.0 $3K 0.00% +60.0 +315.8% $33.68 -2.0%
786 CART MAPLEBEAR INC COM Consumer Cyclical 71.0 $3K 0.00% +36.0 +102.9% $37.46 +9.6%
787 PSN PARSONS CORP DEL COM Industrials 49.0 $3K 0.00% +31.0 +172.2% $54.16 -5.2%
788 GRBK GREEN BRICK PARTNERS INC COM Consumer Cyclical 41.0 $3K 0.00% +20.0 +95.2% $64.44 +0.6%
789 MKTX MARKETAXESS HLDGS INC COM Financial Services 16.0 $3K 0.00% +15.0 +1500.0% $165.00 -15.7%
790 KBH KB HOME COM Consumer Cyclical 51.0 $3K 0.00% +9.0 +21.4% $51.75 -10.1%
791 FIRST HAWAIIAN INC COM 107.0 $3K 0.00% +72.0 +205.7% $24.64
792 MTX MINERALS TECHNOLOGIES INC COM Basic Materials 37.0 $3K 0.00% +21.0 +131.2% $70.92 +7.2%
793 SFBS SERVISFIRST BANCSHARES INC COM Financial Services 36.0 $3K 0.00% +15.0 +71.4% $72.83 +5.3%
794 KNF KNIFE RIVER CORP COMMON STOCK Basic Materials 32.0 $3K 0.00% +28.0 +700.0% $81.66 -10.7%
795 BRKR BRUKER CORP COM Healthcare 72.0 $3K 0.00% +36.0 +100.0% $36.12 +20.3%
796 BRC BRADY CORP CL A Industrials 32.0 $3K 0.00% +22.0 +220.0% $81.25 +5.4%
797 BTSG BRIGHTSPRING HEALTH SVCS INC COM Healthcare 61.0 $3K 0.00% +37.0 +154.2% $42.61 +36.5%
798 NWS NEWS CORP NEW CL B Communication Services 91.0 $3K 0.00% +23.0 +33.8% $28.51 +4.5%
799 HALO HALOZYME THERAPEUTICS INC COM Healthcare 40.0 $3K 0.00% +21.0 +110.5% $64.62 +6.4%
800 LCII LCI INDS COM Consumer Cyclical 21.0 $3K 0.00% +15.0 +250.0% $123.00 -12.0%
Page 40 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%