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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 49 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 FTDR FRONTDOOR INC COM Consumer Cyclical 19.0 $1K +14.0 +280.0% $52.84 +20.1%
962 DDD 3D SYS CORP DEL COM NEW Technology 532.0 $1K +227.0 +74.4% $1.88 +50.6%
963 MSTR STRATEGY INC CL A NEW Technology 8.0 $998.0 +2.0 +33.3% $124.75 +33.6%
964 LNTH LANTHEUS HLDGS INC COM Healthcare 13.0 $986.0 +10.0 +333.3% $75.85 +22.8%
965 UEC URANIUM ENERGY CORP COM Energy 73.0 $986.0 +10.0 +15.9% $13.51 -2.3%
966 LOAR LOAR HOLDINGS INC COM SHS Industrials 17.0 $974.0 +9.0 +112.5% $57.29 +2.4%
967 TLN TALEN ENERGY CORP COM Utilities 3.0 $958.0 +2.0 +200.0% $319.33 +1.5%
968 FISV FISERV INC COM Technology 17.0 $949.0 +5.0 +41.7% $55.82 +1.5%
969 FLO FLOWERS FOODS INC COM Consumer Defensive 116.0 $945.0 +63.0 +118.9% $8.15 -10.0%
970 STEP STEPSTONE GROUP INC COM CL A Financial Services 19.0 $907.0 +8.0 +72.7% $47.74 +12.4%
971 TMDX TRANSMEDICS GROUP INC COM Healthcare 9.0 $895.0 +5.0 +125.0% $99.44 -31.3%
972 SAH SONIC AUTOMOTIVE INC CL A Consumer Cyclical 13.0 $891.0 +10.0 +333.3% $68.54 +8.1%
973 ALAB ASTERA LABS INC COM Technology 8.0 $877.0 +5.0 +166.7% $109.62 +122.8%
974 IMMUNITYBIO INC COM 114.0 $874.0 +80.0 +235.3% $7.67
975 VCYT VERACYTE INC COM Healthcare 27.0 $870.0 +21.0 +350.0% $32.22 +28.8%
976 SLAB SILICON LABORATORIES INC COM Technology 4.0 $833.0 +3.0 +300.0% $208.25 +4.0%
977 NATL NCR ATLEOS CORPORATION COM SHS Technology 19.0 $828.0 +18.0 +1800.0% $43.58 +2.8%
978 ALRM ALARM COM HLDGS INC COM Technology 19.0 $821.0 +8.0 +72.7% $43.21 +0.6%
979 ENVA ENOVA INTL INC COM Financial Services 6.0 $815.0 +1.0 +20.0% $135.83 +21.7%
980 TBBK BANCORP INC DEL COM Financial Services 15.0 $806.0 +10.0 +200.0% $53.73 +1.0%
Page 49 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%