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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 31 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 HUBB HUBBELL INC COM Industrials 21.0 $9K 0.00% NEW $444.10 +3.8%
602 OMF ONEMAIN HLDGS INC COM Financial Services 138.0 $9K 0.00% NEW $67.55 -20.4%
603 DIN DINE BRANDS GLOBAL INC COM Consumer Cyclical 289.0 $9K 0.00% NEW $32.14 -5.7%
604 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 71.0 $9K 0.00% NEW $130.51 -5.1%
605 ODFL OLD DOMINION FREIGHT LINE INC COM Industrials 59.0 $9K 0.00% NEW $156.80 +32.5%
606 ANRO ALTO NEUROSCIENCE INC COM SHS Healthcare 511.0 $9K 0.00% NEW $17.80 +21.0%
607 COIN COINBASE GLOBAL INC COM CL A Financial Services 40.0 $9K 0.00% NEW $226.15 -14.4%
608 DOCS DOXIMITY INC CL A Healthcare 204.0 $9K 0.00% NEW $44.28 -56.2%
609 PTY PIMCO CORPORATE & INCOME OPPOR COM Financial Services 700.0 $9K 0.00% NEW $12.90 -8.4%
610 SANDISK CORP COM 38.0 $9K 0.00% NEW $237.37
611 CWST CASELLA WASTE SYS INC CL A Industrials 92.0 $9K 0.00% NEW $97.93 -10.9%
612 SNOW SNOWFLAKE INC COM SHS Technology 41.0 $9K 0.00% NEW $219.37 -23.9%
613 EXPD EXPEDITORS INTL WASH INC COM Industrials 60.0 $9K 0.00% NEW $149.02 +5.5%
614 TER TERADYNE INC COM Technology 46.0 $9K 0.00% NEW $193.57 +77.9%
615 HYT BLACKROCK CORPOR HI YLD FD INC COM Financial Services 1,000.0 $9K 0.00% NEW $8.90 -4.5%
616 SYNOVUS FINL CORP COM NEW 177.0 $9K 0.00% NEW $50.05
617 WCC WESCO INTL INC COM Industrials 36.0 $9K 0.00% NEW $244.64 +43.1%
618 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 32.0 $9K 0.00% NEW $275.12 +11.0%
619 AJG GALLAGHER ARTHUR J & CO COM Financial Services 34.0 $9K 0.00% NEW $258.79 -19.9%
620 SCHF SCHWAB INTERNATIONAL EQUITY ETF 366.0 $9K 0.00% NEW $24.04 +13.8%
Page 31 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%