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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 44 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 DY DYCOM INDS INC COM Industrials 13.0 $4K 0.00% NEW $337.92 +22.6%
862 GO GROCERY OUTLET HLDG CORP COM Consumer Defensive 434.0 $4K 0.00% NEW $10.10 -20.7%
863 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 44.0 $4K 0.00% NEW $98.50
864 UVV UNIVERSAL CORP VA COM Consumer Defensive 82.0 $4K 0.00% NEW $52.76 +3.9%
865 ES EVERSOURCE ENERGY COM Utilities 64.0 $4K 0.00% NEW $67.33 +3.4%
866 TPL TEXAS PACIFIC LAND CORPORATION COM Energy 15.0 $4K 0.00% NEW $287.20 +40.2%
867 EYPT EYEPOINT INC COM NEW Healthcare 235.0 $4K 0.00% NEW $18.27 -30.0%
868 NXDR NEXTDOOR HOLDINGS INC COM CL A Communication Services 2,042.0 $4K 0.00% NEW $2.10 -3.8%
869 AXS AXIS CAP HLDGS LTD SHS Financial Services 40.0 $4K 0.00% NEW $107.10 -6.0%
870 FEPI REX FANG & INNOVATION EQUITY PREMIUM INCOME ETF 94.0 $4K 0.00% NEW $45.55 -0.9%
871 BE BLOOM ENERGY CORP COM CL A Industrials 49.0 $4K 0.00% NEW $86.90 +254.3%
872 VRSK VERISK ANALYTICS INC COM Industrials 19.0 $4K 0.00% NEW $223.68 -23.7%
873 SIRIUSPOINT LTD COM 194.0 $4K 0.00% NEW $21.89
874 VEEV VEEVA SYS INC CL A COM Healthcare 19.0 $4K 0.00% NEW $223.21 -26.1%
875 J JACOBS SOLUTIONS INC COM Industrials 32.0 $4K 0.00% NEW $132.47 -13.9%
876 BALL BALL CORP COM Consumer Cyclical 80.0 $4K 0.00% NEW $52.98 +6.4%
877 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 47.0 $4K 0.00% NEW $89.91 -5.0%
878 ALK ALASKA AIR GROUP INC COM Industrials 84.0 $4K 0.00% NEW $50.30 -18.3%
879 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 107.0 $4K 0.00% NEW $39.39 -20.0%
880 LOGI LOGITECH INTL S A SHS Technology 42.0 $4K 0.00% NEW $100.21 +5.6%
Page 44 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%