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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 23 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 STE STERIS PLC SHS USD Healthcare 67.0 $17K 0.00% NEW $253.52 -14.8%
442 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 59.0 $17K 0.00% NEW $287.25 +12.4%
443 AON AON PLC SHS CL A Financial Services 48.0 $17K 0.00% NEW $352.88 -8.1%
444 CAG CONAGRA BRANDS INC COM Consumer Defensive 972.0 $17K 0.00% NEW $17.31 -22.7%
445 REV GROUP INC COM 274.0 $17K 0.00% NEW $60.81
446 CRK COMSTOCK RES INC COM Energy 715.0 $17K 0.00% NEW $23.18 -39.1%
447 FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW Industrials 74.0 $16K 0.00% NEW $222.64 +0.5%
448 EA ELECTRONIC ARTS INC COM Communication Services 80.0 $16K 0.00% NEW $204.32 -1.2%
449 DDOG DATADOG INC CL A COM Technology 120.0 $16K 0.00% NEW $135.99 +60.3%
450 NBR NABORS INDUSTRIES LTD SHS Energy 297.0 $16K 0.00% NEW $54.30 +92.6%
451 ADBE ADOBE INC COM Technology 46.0 $16K 0.00% NEW $350.00 -30.3%
452 CHEF CHEFS WHSE INC COM Consumer Defensive 256.0 $16K 0.00% NEW $62.33 +25.3%
453 FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 140.0 $16K 0.00% NEW $113.82 +0.5%
454 GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 104.0 $16K 0.00% NEW $153.02 +24.8%
455 FIX COMFORT SYS USA INC COM Industrials 17.0 $16K 0.00% NEW $933.29 +96.5%
456 FDX FEDEX CORP COM Industrials 54.0 $16K 0.00% NEW $288.85 +34.6%
457 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 146.0 $16K 0.00% NEW $106.70 +10.9%
458 PRU PRUDENTIAL FINL INC COM Financial Services 138.0 $16K 0.00% NEW $112.88 -8.6%
459 ZION ZIONS BANCORPORATION N A COM Financial Services 263.0 $15K 0.00% NEW $58.54 +5.4%
460 MRVL MARVELL TECHNOLOGY INC COM Technology 181.0 $15K 0.00% NEW $84.98 +124.4%
Page 23 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%