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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 45 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 TGT TARGET CORP COM Consumer Defensive 43.0 $4K 0.00% NEW $97.74 +25.2%
882 RIOT RIOT PLATFORMS INC COM Financial Services 331.0 $4K 0.00% NEW $12.67 +86.8%
883 GLOBUS MED INC CL A 48.0 $4K 0.00% NEW $87.31
884 M MACYS INC COM Consumer Cyclical 190.0 $4K 0.00% NEW $22.05 -6.5%
885 BNC CEA INDUSTRIES INC COM Industrials 651.0 $4K 0.00% NEW $6.42 -59.2%
886 WBS WEBSTER FINL CORP COM Financial Services 66.0 $4K 0.00% NEW $62.94 +16.1%
887 IDCC INTERDIGITAL INC COM Technology 13.0 $4K 0.00% NEW $318.38 -16.1%
888 FORM FORMFACTOR INC COM Technology 74.0 $4K 0.00% NEW $55.78 +129.5%
889 WPC WP CAREY INC COM Real Estate 64.0 $4K 0.00% NEW $64.36 +16.5%
890 AFG AMERICAN FINL GROUP INC OHIO COM Financial Services 30.0 $4K 0.00% NEW $136.67 +0.4%
891 THOMSON REUTERS CORP COM 31.0 $4K 0.00% NEW $131.90
892 FCPT FOUR CORNERS PPTY TR INC COM Real Estate 177.0 $4K 0.00% NEW $23.06 +8.4%
893 AGX ARGAN INC COM Industrials 13.0 $4K 0.00% NEW $313.31 +105.8%
894 ABNB AIRBNB INC COM CL A Consumer Cyclical 30.0 $4K 0.00% NEW $135.73 -1.1%
895 MATIV HOLDINGS INC COM 334.0 $4K 0.00% NEW $12.15
896 KFRC KFORCE INC COM Industrials 131.0 $4K 0.00% NEW $30.92 +33.0%
897 GREAT LAKES DREDGE & DOCK CORP COM 308.0 $4K 0.00% NEW $13.12
898 BOW BOWHEAD SPECIALTY HLDGS INC COM SHS Financial Services 141.0 $4K 0.00% NEW $28.54 -0.3%
899 JKHY HENRY JACK & ASSOC INC COM Technology 22.0 $4K 0.00% NEW $182.50 -23.5%
900 NATR NATURES SUNSHINE PRODS INC COM Consumer Defensive 186.0 $4K 0.00% NEW $21.58 +1.3%
Page 45 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%