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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 36 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 RKLB ROCKET LAB CORP COM Industrials 99.0 $7K 0.00% NEW $69.76 +92.5%
702 EVRG EVERGY INC COM Utilities 95.0 $7K 0.00% NEW $72.49 +15.4%
703 TLT ISHARES 20 YEAR TREASURY BOND ETF 79.0 $7K 0.00% NEW $87.16 -3.4%
704 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 1,296.0 $7K 0.00% NEW $5.30 +2.1%
705 BRBR BELLRING BRANDS INC COMMON STOCK Consumer Defensive 256.0 $7K 0.00% NEW $26.73 -66.1%
706 ARW ARROW ELECTRS INC COM Technology 62.0 $7K 0.00% NEW $110.18 +93.2%
707 PUMP PROPETRO HLDG CORP COM Energy 713.0 $7K 0.00% NEW $9.51 +79.1%
708 DVN DEVON ENERGY CORP NEW COM Energy 185.0 $7K 0.00% NEW $36.63 +28.6%
709 CHRW C H ROBINSON WORLDWIDE INC COM NEW Industrials 42.0 $7K 0.00% NEW $160.76 +10.8%
710 HWC HANCOCK WHITNEY CORPORATION COM Financial Services 106.0 $7K 0.00% NEW $63.68 +4.7%
711 NTAP NETAPP INC COM Technology 63.0 $7K 0.00% NEW $107.10 +15.7%
712 VTR VENTAS INC COM Real Estate 87.0 $7K 0.00% NEW $77.38 +14.5%
713 NVT NVENT ELECTRIC PLC SHS Industrials 66.0 $7K 0.00% NEW $101.97 +60.4%
714 TAP MOLSON COORS BEVERAGE CO CL B Consumer Defensive 144.0 $7K 0.00% NEW $46.68 -8.4%
715 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 387.0 $7K 0.00% NEW $17.35 -8.6%
716 ORI OLD REP INTL CORP COM Financial Services 147.0 $7K 0.00% NEW $45.64 -13.1%
717 RMBS RAMBUS INC DEL COM Technology 73.0 $7K 0.00% NEW $91.89 +45.3%
718 CNC CENTENE CORP DEL COM Healthcare 163.0 $7K 0.00% NEW $41.15 +40.4%
719 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 16.0 $7K 0.00% NEW $416.81 -24.1%
720 NSC NORFOLK SOUTHN CORP COM Industrials 23.0 $7K 0.00% NEW $288.74 +7.9%
Page 36 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%