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Portfolio (Quarterly) Guide ↗

Fortitude Family Office, LLC

· CIK 0001950506
13F Portfolio $448M AUM 1,890 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 206 New 1027 Added 311 Reduced 239 Exited
Page 3 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KMX CARMAX INC COM Consumer Cyclical 30.0 $1K NEW $41.57 -12.7%
42 SM SM ENERGY COMPANY COM Energy 38.0 $1K NEW $31.18 +10.1%
43 SVV SAVERS VALUE VLG INC COM Consumer Cyclical 159.0 $1K NEW $7.44 -4.6%
44 AZN ASTRAZENECA PLC ORD Healthcare 6.0 $1K NEW $197.17 -4.9%
45 BAX BAXTER INTL INC COM Healthcare 69.0 $1K NEW $16.80 +11.7%
46 SHAK SHAKE SHACK INC CL A Consumer Cyclical 13.0 $1K NEW $88.46 -27.5%
47 CCCC C4 THERAPEUTICS INC COM STK Healthcare 435.0 $1K NEW $2.63 +24.7%
48 EPC EDGEWELL PERSONAL CARE CO COM Consumer Defensive 53.0 $1K NEW $21.34 -25.0%
49 SLS SELLAS LIFE SCIENCES GROUP INC COM NEW Healthcare 259.0 $1K NEW $4.23 +79.4%
50 RXT RACKSPACE TECHNOLOGY INC COM Technology 1,111.0 $1K NEW $0.98 +379.5%
51 MSTU T-REX 2X LONG MSTR DAILY TARGET ETF 256.0 $1K NEW $4.25 +58.6%
52 KYTX KYVERNA THERAPEUTICS INC COM Healthcare 126.0 $1K NEW $8.63 +0.8%
53 WSC WILLSCOT HLDGS CORP COM CL A Industrials 61.0 $1K NEW $17.36 +31.7%
54 RCAT RED CAT HLDGS INC COM Technology 80.0 $1K NEW $13.09 -34.7%
55 VLGEA VILLAGE SUPER MKT INC CL A NEW Consumer Defensive 23.0 $971.0 NEW $42.22 +10.7%
56 AVALO THERAPEUTICS INC COM NEW 63.0 $941.0 NEW $14.94
57 INTG INTERGROUP CORP COM Consumer Cyclical 24.0 $900.0 NEW $37.50 -1.2%
58 EBS EMERGENT BIOSOLUTIONS INC COM Healthcare 108.0 $896.0 NEW $8.30 -2.8%
59 ITGR INTEGER HLDGS CORP COM Healthcare 10.0 $880.0 NEW $88.00 +2.8%
60 FDS FACTSET RESH SYS INC COM Financial Services 4.0 $868.0 NEW $217.00 +2.3%
Page 3 of 11  ·  206 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 28.1%
Financial Services 15.0%
Energy 10.7%
Consumer Defensive 9.6%
Industrials 9.4%
Healthcare 8.3%
Communication Services 8.2%
Consumer Cyclical 6.9%
Utilities 1.9%
Basic Materials 1.1%