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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 34 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CMC COMMERCIAL METALS CO COM Basic Materials 113.0 $8K 0.00% NEW $69.22 +2.1%
662 NBN NORTHEAST BK PORTLAND ME COM Financial Services 75.0 $8K 0.00% NEW $103.93 +19.6%
663 JACK JACK IN THE BOX INC COM Consumer Cyclical 410.0 $8K 0.00% NEW $18.95 -40.1%
664 RF REGIONS FINANCIAL CORP NEW COM Financial Services 286.0 $8K 0.00% NEW $27.10 +1.6%
665 CASY CASEYS GEN STORES INC COM Consumer Cyclical 14.0 $8K 0.00% NEW $552.71 +49.2%
666 SPT SPROUT SOCIAL INC COM CL A Technology 684.0 $8K 0.00% NEW $11.27 -39.7%
667 O REALTY INCOME CORP COM Real Estate 136.0 $8K 0.00% NEW $56.37 +10.4%
668 AR ANTERO RESOURCES CORP COM Energy 222.0 $8K 0.00% NEW $34.46 +7.5%
669 BTU PEABODY ENERGY CORP COM Energy 257.0 $8K 0.00% NEW $29.70 -17.8%
670 AMT AMERICAN TOWER CORP NEW COM Real Estate 43.0 $8K 0.00% NEW $175.58 +4.7%
671 OMC OMNICOM GROUP INC COM Communication Services 93.0 $8K 0.00% NEW $80.75 -8.6%
672 SRE SEMPRA COM Utilities 85.0 $8K 0.00% NEW $88.29 +3.6%
673 VENTYX BIOSCIENCES INC COM 830.0 $7K 0.00% NEW $9.03
674 OXY OCCIDENTAL PETE CORP COM Energy 182.0 $7K 0.00% NEW $41.12 +43.1%
675 CALM CAL MAINE FOODS INC COM NEW Consumer Defensive 94.0 $7K 0.00% NEW $79.57 -3.3%
676 MSCI MSCI INC COM Financial Services 13.0 $7K 0.00% NEW $573.69 +1.5%
677 CUBI CUSTOMERS BANCORP INC COM Financial Services 101.0 $7K 0.00% NEW $73.12 +3.5%
678 JBHT HUNT J B TRANS SVCS INC COM Industrials 38.0 $7K 0.00% NEW $194.34 +33.4%
679 INSP INSPIRE MED SYS INC COM Healthcare 80.0 $7K 0.00% NEW $92.22 -51.5%
680 COCO VITA COCO CO INC COM Consumer Defensive 139.0 $7K 0.00% NEW $53.01 +48.7%
Page 34 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%