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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 46 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 ENSG ENSIGN GROUP INC COM Healthcare 23.0 $4K 0.00% NEW $174.22 -1.5%
902 ZETA ZETA GLOBAL HOLDINGS CORP CL A Technology 196.0 $4K 0.00% NEW $20.35 -9.9%
903 EWTX EDGEWISE THERAPEUTICS INC COM Healthcare 160.0 $4K 0.00% NEW $24.81 +31.7%
904 MUR MURPHY OIL CORP COM Energy 127.0 $4K 0.00% NEW $31.25 +20.9%
905 SBH SALLY BEAUTY HLDGS INC COM Consumer Cyclical 276.0 $4K 0.00% NEW $14.26 -11.8%
906 NTRA NATERA INC COM Healthcare 17.0 $4K 0.00% NEW $229.12 -11.1%
907 LII LENNOX INTL INC COM Industrials 8.0 $4K 0.00% NEW $485.62 -1.1%
908 GH GUARDANT HEALTH INC COM Healthcare 38.0 $4K 0.00% NEW $102.13 +15.5%
909 BW BABCOCK & WILCOX ENTERPRISES I COM Industrials 612.0 $4K 0.00% NEW $6.34 +224.0%
910 PRI PRIMERICA INC COM Financial Services 15.0 $4K 0.00% NEW $258.33 +8.8%
911 CPA COPA HOLDINGS SA CL A Industrials 32.0 $4K 0.00% NEW $120.62 +13.6%
912 INGR INGREDION INC COM Consumer Defensive 35.0 $4K 0.00% NEW $110.26 -7.4%
913 HL HECLA MNG CO COM Basic Materials 201.0 $4K 0.00% NEW $19.19 -9.8%
914 GNW GENWORTH FINL INC COM SHS Financial Services 427.0 $4K 0.00% NEW $9.03 +2.4%
915 THG HANOVER INS GROUP INC COM Financial Services 21.0 $4K 0.00% NEW $182.76 +6.5%
916 BGS B & G FOODS INC NEW COM Consumer Defensive 890.0 $4K 0.00% NEW $4.30 -1.2%
917 DCI DONALDSON INC COM Industrials 43.0 $4K 0.00% NEW $88.65 -6.8%
918 FLY FIREFLY AEROSPACE INC COM Industrials 170.0 $4K 0.00% NEW $22.37 +91.6%
919 BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 114.0 $4K 0.00% NEW $33.30 +42.7%
920 CWAN CLEARWATER ANALYTICS HLDGS INC CL A Technology 156.0 $4K 0.00% NEW $24.12 +1.0%
Page 46 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%