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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 43 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 OVV OVINTIV INC COM Energy 118.0 $5K 0.00% NEW $39.19 +50.2%
842 HUM HUMANA INC COM Healthcare 18.0 $5K 0.00% NEW $256.11 +18.6%
843 GPOR GULFPORT ENERGY CORP COMMON SHARES Energy 22.0 $5K 0.00% NEW $208.00 -13.9%
844 CORE LABORATORIES INC COM 285.0 $5K 0.00% NEW $16.03
845 NDSN NORDSON CORP COM Industrials 19.0 $5K 0.00% NEW $240.42 +19.3%
846 MOD MODINE MFG CO COM Consumer Cyclical 34.0 $5K 0.00% NEW $133.50 +87.3%
847 MDU MDU RES GROUP INC COM Industrials 231.0 $5K 0.00% NEW $19.52 +11.8%
848 GUESS INC COM 268.0 $4K 0.00% NEW $16.75
849 BANC BANC OF CALIFORNIA INC COM Financial Services 232.0 $4K 0.00% NEW $19.29 -2.5%
850 WTFC WINTRUST FINL CORP COM Financial Services 32.0 $4K 0.00% NEW $139.81 +7.2%
851 UFCS UNITED FIRE GROUP INC COM Financial Services 123.0 $4K 0.00% NEW $36.35 +32.2%
852 CARE CARTER BANKSHARES INC COM NEW Financial Services 227.0 $4K 0.00% NEW $19.66 +37.1%
853 AAL AMERICAN AIRLS GROUP INC COM Industrials 291.0 $4K 0.00% NEW $15.33 -11.3%
854 SUI SUN CMNTYS INC COM Real Estate 36.0 $4K 0.00% NEW $123.92 -0.7%
855 ELAN ELANCO ANIMAL HEALTH INC COM Healthcare 197.0 $4K 0.00% NEW $22.63 -5.8%
856 ROP ROPER TECHNOLOGIES INC COM Industrials 10.0 $4K 0.00% NEW $445.10 -26.1%
857 SBAC SBA COMMUNICATIONS CORP NEW CL A Real Estate 23.0 $4K 0.00% NEW $193.43 +7.4%
858 MSEX MIDDLESEX WTR CO COM Utilities 88.0 $4K 0.00% NEW $50.42 +2.6%
859 APPF APPFOLIO INC COM CL A Technology 19.0 $4K 0.00% NEW $232.63 -30.2%
860 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 32.0 $4K 0.00% NEW $137.97 +9.6%
Page 43 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%