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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 50 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 TALO TALOS ENERGY INC COM Energy 51.0 $804.0 +18.0 +54.5% $15.76 +3.0%
982 LGND LIGAND PHARMACEUTICALS INC COM NEW Healthcare 4.0 $799.0 +3.0 +300.0% $199.75 +4.1%
983 EEFT EURONET WORLDWIDE INC COM Technology 12.0 $796.0 +8.0 +200.0% $66.33 +4.0%
984 TDC TERADATA CORP DEL COM Technology 31.0 $795.0 +10.0 +47.6% $25.65 +27.8%
985 WMG WARNER MUSIC GROUP CORP COM CL A Communication Services 31.0 $792.0 +6.0 +24.0% $25.55 +35.3%
986 RYTM RHYTHM PHARMACEUTICALS INC COM Healthcare 9.0 $783.0 +3.0 +50.0% $87.00 -0.2%
987 LIBERTY MEDIA CORP DEL COM LBTY ONE S A 10.0 $781.0 +6.0 +150.0% $78.10
988 OSCR OSCAR HEALTH INC CL A Healthcare 68.0 $780.0 +20.0 +41.7% $11.47 +120.6%
989 WING WINGSTOP INC COM Consumer Cyclical 5.0 $775.0 +4.0 +400.0% $155.00 -16.8%
990 MBC MASTERBRAND INC COMMON STOCK Consumer Cyclical 93.0 $773.0 +61.0 +190.6% $8.31 -15.2%
991 SHC SOTERA HEALTH CO COM Healthcare 53.0 $760.0 +15.0 +39.5% $14.34 +7.0%
992 MQ MARQETA INC CLASS A COM Technology 182.0 $743.0 +130.0 +250.0% $4.08 -3.5%
993 SLVM SYLVAMO CORP COMMON STOCK Basic Materials 17.0 $718.0 +1.0 +6.2% $42.24 -11.6%
994 RAMP LIVERAMP HLDGS INC COM Technology 27.0 $716.0 +19.0 +237.5% $26.52 +42.4%
995 CLEARWAY ENERGY INC CL A 18.0 $705.0 +11.0 +157.1% $39.17
996 NWBI NORTHWEST BANCSHARES INC COM Financial Services 55.0 $698.0 +44.0 +400.0% $12.69 +7.6%
997 BROWN FORMAN CORP CL A 26.0 $697.0 +20.0 +333.3% $26.81
998 ACAD ACADIA PHARMACEUTICALS INC COM Healthcare 31.0 $690.0 +10.0 +47.6% $22.26 -8.0%
999 LENNAR CORP CL B 8.0 $673.0 +6.0 +300.0% $84.12
1000 DNLI DENALI THERAPEUTICS INC COM Healthcare 35.0 $672.0 +28.0 +400.0% $19.20 -4.2%
Page 50 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%