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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 41 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 JOE ST JOE CO COM Real Estate 41.0 $3K 0.00% +34.0 +485.7% $62.80 +1.9%
802 OPCH OPTION CARE HEALTH INC COM NEW Healthcare 95.0 $3K 0.00% +45.0 +90.0% $26.92 -19.1%
803 LOPE GRAND CANYON ED INC COM Consumer Defensive 15.0 $3K 0.00% +10.0 +200.0% $170.00 -7.6%
804 VSH VISHAY INTERTECHNOLOGY INC COM Technology 141.0 $3K 0.00% +96.0 +213.3% $18.00 +119.2%
805 HEICO CORP NEW CL A 12.0 $3K 0.00% +5.0 +71.4% $211.08
806 AAP ADVANCE AUTO PARTS INC COM Consumer Cyclical 48.0 $3K 0.00% +26.0 +118.2% $52.75 -2.4%
807 BGC BGC GROUP INC CL A Financial Services 258.0 $3K 0.00% +145.0 +128.3% $9.78 +16.5%
808 DOC HEALTHPEAK PROPERTIES INC COM Real Estate 153.0 $3K 0.00% +26.0 +20.5% $16.43 +19.1%
809 KLIC KULICKE & SOFFA INDS INC COM Technology 38.0 $2K 0.00% +30.0 +375.0% $65.71 +50.9%
810 AXTA AXALTA COATING SYS LTD COM Basic Materials 90.0 $2K 0.00% +41.0 +83.7% $27.70 +3.1%
811 SKYW SKYWEST INC COM Industrials 27.0 $2K 0.00% +9.0 +50.0% $91.81 -10.9%
812 ARCB ARCBEST CORP COM Industrials 25.0 $2K 0.00% +20.0 +400.0% $98.36 +25.1%
813 CWT CALIFORNIA WTR SVC GROUP COM Utilities 54.0 $2K 0.00% +29.0 +116.0% $45.33 -5.0%
814 GBCI GLACIER BANCORP INC NEW COM Financial Services 54.0 $2K 0.00% +34.0 +170.0% $44.67 +6.8%
815 CBU COMMUNITY FINANCIAL SYSTEM INC COM Financial Services 41.0 $2K 0.00% +22.0 +115.8% $58.66 +8.5%
816 KRMN KARMAN HLDGS INC COMMON STOCK Industrials 30.0 $2K 0.00% +10.0 +50.0% $80.07 -20.3%
817 BOH BANK HAWAII CORP COM Financial Services 32.0 $2K 0.00% +17.0 +113.3% $74.25 +4.8%
818 ATOM ATOMERA INC COM Technology 620.0 $2K 0.00% +390.0 +169.6% $3.81 +99.6%
819 CRC CALIFORNIA RES CORP COM STOCK Energy 34.0 $2K 0.00% +22.0 +183.3% $69.21 -10.4%
820 RNST RENASANT CORP COM Financial Services 65.0 $2K 0.00% +45.0 +225.0% $36.12 +12.6%
Page 41 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%