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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 42 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 HTO H2O AMERICA COM Utilities 40.0 $2K 0.00% +35.0 +700.0% $58.67 -3.6%
822 VAC MARRIOTT VACATIONS WORLDWIDE C COM Consumer Cyclical 36.0 $2K 0.00% +30.0 +500.0% $65.11 +12.7%
823 CROX CROCS INC COM Consumer Cyclical 28.0 $2K 0.00% +18.0 +180.0% $83.04 +23.3%
824 MTN VAIL RESORTS INC COM Consumer Cyclical 18.0 $2K 0.00% +6.0 +50.0% $128.33 -2.1%
825 FIBK FIRST INTST BANCSYSTEM INC COM Financial Services 69.0 $2K 0.00% +41.0 +146.4% $33.41 +5.2%
826 CVBF CVB FINL CORP COM Financial Services 118.0 $2K 0.00% +83.0 +237.1% $19.39 +4.5%
827 OTTR OTTER TAIL CORP COM Utilities 26.0 $2K 0.00% +19.0 +271.4% $87.77 -1.4%
828 BCC BOISE CASCADE CO DEL COM Basic Materials 30.0 $2K 0.00% +24.0 +400.0% $75.87 -12.0%
829 TRMK TRUSTMARK CORP COM Financial Services 54.0 $2K 0.00% +35.0 +184.2% $42.15 +5.3%
830 YOU CLEAR SECURE INC COM CL A Technology 47.0 $2K 0.00% +26.0 +123.8% $48.40 +27.0%
831 BILL BILL HOLDINGS INC COM Technology 59.0 $2K 0.00% +41.0 +227.8% $38.31 -1.9%
832 SKY CHAMPION HOMES INC COM Consumer Cyclical 30.0 $2K +11.0 +57.9% $74.37 -8.8%
833 EBC EASTERN BANKSHARES INC COM Financial Services 114.0 $2K +76.0 +200.0% $19.56 +0.5%
834 TRN TRINITY INDS INC COM Industrials 69.0 $2K +33.0 +91.7% $32.17 +4.6%
835 LIBERTY GLOBAL LTD COM CL A 182.0 $2K +95.0 +109.2% $12.09
836 MAT MATTEL INC COM Consumer Cyclical 151.0 $2K +34.0 +29.1% $14.53 +1.7%
837 AWR AMER STATES WTR CO COM Utilities 29.0 $2K +12.0 +70.6% $75.62 -0.0%
838 PTCT PTC THERAPEUTICS INC COM Healthcare 32.0 $2K +7.0 +28.0% $68.12 +4.9%
839 FOX FOX CORP CL B COM Communication Services 40.0 $2K +25.0 +166.7% $53.10 +9.5%
840 WAFD WAFD INC COM Financial Services 67.0 $2K +49.0 +272.2% $31.40 +12.7%
Page 42 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%