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Portfolio (Quarterly) Guide ↗

Fortitude Family Office, LLC

· CIK 0001950506
13F Portfolio $430M AUM Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1919 New
Page 20 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CPRT COPART INC COM Industrials 566.0 $22K 0.01% NEW $39.15 -16.3%
382 OKE ONEOK INC NEW COM Energy 301.0 $22K 0.01% NEW $73.50 +26.5%
383 AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 223.0 $22K 0.01% NEW $98.32 +25.9%
384 XYL XYLEM INC COM Industrials 161.0 $22K 0.01% NEW $136.18 -21.8%
385 MRSH MARSH COM Financial Services 118.0 $22K 0.01% NEW $185.52 -12.8%
386 CW CURTISS WRIGHT CORP COM Industrials 39.0 $22K 0.01% NEW $551.28 +29.5%
387 EQIX EQUINIX INC COM Real Estate 28.0 $21K 0.01% NEW $766.14 +39.1%
388 RACE FERRARI N V COM Consumer Cyclical 58.0 $21K 0.01% NEW $369.55 -7.3%
389 ITW ILLINOIS TOOL WKS INC COM Industrials 87.0 $21K 0.01% NEW $246.30 -0.1%
390 XEL XCEL ENERGY INC COM Utilities 290.0 $21K 0.01% NEW $73.86 +7.7%
391 WAT WATERS CORP COM Healthcare 56.0 $21K 0.01% NEW $379.82 -11.6%
392 EMR EMERSON ELEC CO COM Industrials 160.0 $21K 0.01% NEW $132.72 -1.0%
393 CNP CENTERPOINT ENERGY INC COM Utilities 552.0 $21K 0.01% NEW $38.34 +9.3%
394 HUT 8 CORP COM 455.0 $21K 0.01% NEW $45.94
395 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 272.0 $21K 0.01% NEW $76.67 +11.9%
396 HIMS HIMS & HERS HEALTH INC COM CL A Healthcare 637.0 $21K 0.01% NEW $32.47 -29.8%
397 RJF RAYMOND JAMES FINL INC COM Financial Services 128.0 $21K 0.01% NEW $160.59 -5.5%
398 IDXX IDEXX LABS INC COM Healthcare 30.0 $20K 0.01% NEW $676.53 -19.8%
399 PHM PULTE GROUP INC COM Consumer Cyclical 173.0 $20K 0.01% NEW $117.26 -3.0%
400 SF STIFEL FINL CORP COM Financial Services 162.0 $20K 0.01% NEW $125.22 -42.2%
Page 20 of 96  ·  1,919 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 27.7%
Financial Services 19.9%
Industrials 14.7%
Healthcare 8.0%
Consumer Cyclical 7.2%
Communication Services 7.2%
Energy 7.0%
Consumer Defensive 5.7%
Utilities 1.2%
Real Estate 1.0%