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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 27 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 W WAYFAIR INC CL A Consumer Cyclical 120.0 $12K 0.00% NEW $100.41 -35.5%
522 TEAM ATLASSIAN CORPORATION CL A Technology 74.0 $12K 0.00% NEW $162.14 -46.8%
523 TRGP TARGA RES CORP COM Energy 65.0 $12K 0.00% NEW $184.51 +46.7%
524 LEIDOS HOLDINGS INC COM 66.0 $12K 0.00% NEW $180.39
525 GATX GATX CORP COM Industrials 70.0 $12K 0.00% NEW $169.60 +2.0%
526 DTM DT MIDSTREAM INC COMMON STOCK Energy 99.0 $12K 0.00% NEW $119.68 +24.7%
527 GTLS CHART INDS INC COM Industrials 57.0 $12K 0.00% NEW $206.23 +1.0%
528 NXPI NXP SEMICONDUCTORS N V COM Technology 54.0 $12K 0.00% NEW $217.06 +37.9%
529 GBDC GOLUB CAP BDC INC COM Financial Services 863.0 $12K 0.00% NEW $13.57 -4.4%
530 MP MP MATERIALS CORP COM CL A Basic Materials 230.0 $12K 0.00% NEW $50.52 +22.2%
531 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 137.0 $12K 0.00% NEW $84.52 +12.6%
532 AIZ ASSURANT INC COM Financial Services 48.0 $12K 0.00% NEW $240.85 +6.2%
533 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 231.0 $12K 0.00% NEW $50.01 -36.6%
534 KVUE KENVUE INC COM Consumer Defensive 667.0 $12K 0.00% NEW $17.25 +1.2%
535 MTB M & T BK CORP COM Financial Services 57.0 $11K 0.00% NEW $201.47 +5.4%
536 CHDN CHURCHILL DOWNS INC COM Consumer Cyclical 100.0 $11K 0.00% NEW $113.78 -24.8%
537 AXON AXON ENTERPRISE INC COM Industrials 20.0 $11K 0.00% NEW $567.95 -31.4%
538 AA ALCOA CORP COM Basic Materials 213.0 $11K 0.00% NEW $53.14 +24.7%
539 CTAS CINTAS CORP COM Industrials 60.0 $11K 0.00% NEW $188.07 -8.4%
540 QBTS D-WAVE QUANTUM INC COM Technology 430.0 $11K 0.00% NEW $26.15 -26.2%
Page 27 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%