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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 26 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 KSS KOHLS CORP COM Consumer Cyclical 636.0 $13K 0.00% NEW $20.41 -37.8%
502 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 162.0 $13K 0.00% NEW $79.67 +11.0%
503 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 446.0 $13K 0.00% NEW $28.82 -4.9%
504 CBOE CBOE GLOBAL MKTS INC COM Financial Services 51.0 $13K 0.00% NEW $251.00 +40.2%
505 BURL BURLINGTON STORES INC COM Consumer Cyclical 44.0 $13K 0.00% NEW $288.84 +9.4%
506 SOUTHSTATE BK CORP COM 135.0 $13K 0.00% NEW $94.11
507 MPWR MONOLITHIC PWR SYS INC COM Technology 14.0 $13K 0.00% NEW $906.36 +72.3%
508 BWXT BWX TECHNOLOGIES INC COM Industrials 73.0 $13K 0.00% NEW $172.84 +17.2%
509 RPM RPM INTL INC COM Basic Materials 121.0 $13K 0.00% NEW $104.00 -5.3%
510 TTI TETRA TECHNOLOGIES INC DEL COM Energy 1,340.0 $13K 0.00% NEW $9.37 +11.2%
511 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 237.0 $13K 0.00% NEW $52.88 -1.1%
512 ON24 INC COM 1,570.0 $12K 0.00% NEW $7.96
513 DG DOLLAR GEN CORP NEW COM Consumer Defensive 94.0 $12K 0.00% NEW $132.77 -20.9%
514 EEM ISHARES MSCI EMERGING MARKETS ETF 227.0 $12K 0.00% NEW $54.71 +20.7%
515 HYCROFT MINING HOLDING CORP CL A NEW 522.0 $12K 0.00% NEW $23.77
516 SSNC SS&C TECHNOLOGIES HLDGS INC COM Technology 140.0 $12K 0.00% NEW $87.42 -23.1%
517 PCTY PAYLOCITY HLDG CORP COM Technology 80.0 $12K 0.00% NEW $152.50 -26.7%
518 XERS XERIS BIOPHARMA HOLDINGS INC COM Healthcare 1,553.0 $12K 0.00% NEW $7.85 -20.6%
519 CMS CMS ENERGY CORP COM Utilities 174.0 $12K 0.00% NEW $69.93 +5.3%
520 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 327.0 $12K 0.00% NEW $37.00 -11.4%
Page 26 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%