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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 28 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 IVOO VANGUARD S&P MID-CAP 400 ETF 100.0 $11K 0.00% NEW $111.80 +10.3%
542 RHI ROBERT HALF INC. COM Industrials 411.0 $11K 0.00% NEW $27.16 -3.4%
543 GRMN GARMIN LTD SHS Technology 55.0 $11K 0.00% NEW $202.85 +18.2%
544 TCMD TACTILE SYS TECHNOLOGY INC COM Healthcare 384.0 $11K 0.00% NEW $29.00 -14.3%
545 PPL PPL CORP COM Utilities 318.0 $11K 0.00% NEW $35.02 +1.2%
546 VMC VULCAN MATLS CO COM Basic Materials 39.0 $11K 0.00% NEW $285.23 -7.7%
547 PAYX PAYCHEX INC COM Industrials 98.0 $11K 0.00% NEW $112.18 -16.0%
548 RIG TRANSOCEAN LTD REGISTERED SHS Energy 2,642.0 $11K 0.00% NEW $4.13 +77.7%
549 R RYDER SYS INC COM Industrials 57.0 $11K 0.00% NEW $191.39 +22.7%
550 GAP GAP INC COM Consumer Cyclical 426.0 $11K 0.00% NEW $25.60 -9.5%
551 MUSA MURPHY USA INC COM Consumer Cyclical 27.0 $11K 0.00% NEW $403.52 +34.9%
552 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 207.0 $11K 0.00% NEW $52.39
553 MKL MARKEL GROUP INC COM Financial Services 5.0 $11K 0.00% NEW $2149.60 -13.8%
554 FCX FREEPORT-MCMORAN INC CL B Basic Materials 211.0 $11K 0.00% NEW $50.79 +22.7%
555 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 168.0 $11K 0.00% NEW $63.72 +43.0%
556 OSK OSHKOSH CORP COM Industrials 85.0 $11K 0.00% NEW $125.64 +1.2%
557 AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 119.0 $11K 0.00% NEW $89.56 +7.9%
558 LAW CS DISCO INC COM Technology 1,368.0 $11K 0.00% NEW $7.76 -52.1%
559 JXN JACKSON FINANCIAL INC COM CL A Financial Services 99.0 $11K 0.00% NEW $106.65 +1.5%
560 BKD BROOKDALE SR LIVING INC COM Healthcare 978.0 $11K 0.00% NEW $10.79 +24.0%
Page 28 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%