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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 9 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EME EMCOR GROUP INC COM Industrials 38.0 $28K 0.01% +22.0 +137.5% $738.32 +16.4%
162 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 404.0 $28K 0.01% +130.0 +47.5% $69.30 +7.0%
163 NBR NABORS INDUSTRIES LTD SHS Energy 324.0 $28K 0.01% +27.0 +9.1% $86.06 +26.1%
164 CRH PLC ORD 265.0 $28K 0.01% +103.0 +63.6% $105.12
165 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 95.0 $28K 0.01% +39.0 +69.6% $290.49 +0.2%
166 NEU NEWMARKET CORP COM Basic Materials 43.0 $28K 0.01% +4.0 +10.3% $640.95 +9.0%
167 PNR PENTAIR PLC SHS Industrials 314.0 $27K 0.01% +34.0 +12.1% $87.11 -18.2%
168 L LOEWS CORP COM Financial Services 256.0 $27K 0.01% +84.0 +48.8% $106.74 +1.1%
169 TECHNIPFMC PLC COM 395.0 $27K 0.01% +261.0 +194.8% $69.13
170 OXY OCCIDENTAL PETE CORP COM Energy 420.0 $27K 0.01% +238.0 +130.8% $65.00 -5.9%
171 CBOE CBOE GLOBAL MKTS INC COM Financial Services 96.0 $27K 0.01% +45.0 +88.2% $281.07 +29.2%
172 TEL TE CONNECTIVITY PLC ORD SHS Technology 129.0 $27K 0.01% +43.0 +50.0% $209.02 -5.1%
173 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 368.0 $27K 0.01% +96.0 +35.3% $72.46 +19.5%
174 OTIS OTIS WORLDWIDE CORP COM Industrials 343.0 $26K 0.01% +50.0 +17.1% $77.08 -8.8%
175 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 285.0 $26K 0.01% +138.0 +93.9% $92.31 -1.1%
176 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 194.0 $26K 0.01% +86.0 +79.6% $135.23 -0.9%
177 MKSI MKS INC. COM Technology 114.0 $26K 0.01% +25.0 +28.1% $229.81 +31.6%
178 CCL CARNIVAL CORP COMMON STOCK Consumer Cyclical 1,011.0 $26K 0.01% +448.0 +79.6% $25.88 -8.7%
179 LITE LUMENTUM HLDGS INC COM Technology 37.0 $26K 0.01% +19.0 +105.6% $702.76 +28.8%
180 AA ALCOA CORP COM Basic Materials 391.0 $26K 0.01% +178.0 +83.6% $66.33 -2.8%
Page 9 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%