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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 50 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 AVY AVERY DENNISON CORP COM Industrials 18.0 $3K 0.00% NEW $181.89 -12.6%
982 CABO CABLE ONE INC COM Communication Services 29.0 $3K 0.00% NEW $112.86 -57.8%
983 SYM SYMBOTIC INC CLASS A COM Industrials 55.0 $3K 0.00% NEW $59.51 -16.0%
984 NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN Real Estate 116.0 $3K 0.00% NEW $28.21 +51.7%
985 NXST NEXSTAR MEDIA GROUP INC COMMON STOCK Communication Services 16.0 $3K 0.00% NEW $203.06 -6.7%
986 AYI ACUITY INC COM Industrials 9.0 $3K 0.00% NEW $360.00 -21.9%
987 DOX AMDOCS LTD SHS Technology 40.0 $3K 0.00% NEW $80.50 -22.5%
988 CAR AVIS BUDGET GROUP COM Industrials 25.0 $3K 0.00% NEW $128.32 +22.9%
989 SCI SERVICE CORP INTL COM Consumer Cyclical 41.0 $3K 0.00% NEW $77.98 -0.6%
990 DVA DAVITA INC COM Healthcare 28.0 $3K 0.00% NEW $113.61 +74.9%
991 URBN URBAN OUTFITTERS INC COM Consumer Cyclical 42.0 $3K 0.00% NEW $75.26 -4.8%
992 CSGP COSTAR GROUP INC COM Real Estate 47.0 $3K 0.00% NEW $67.23 -49.5%
993 KRNY KEARNY FINL CORP MD COM Financial Services 426.0 $3K 0.00% NEW $7.41 +10.8%
994 KHC KRAFT HEINZ CO COM Consumer Defensive 130.0 $3K 0.00% NEW $24.25 -2.9%
995 COCRYSTAL PHARMA INC COM NEW 3,219.0 $3K 0.00% NEW $0.98
996 ROAD CONSTRUCTION PARTNERS INC COM CL A Industrials 29.0 $3K 0.00% NEW $108.55 +3.7%
997 KRC KILROY RLTY CORP COM Real Estate 84.0 $3K 0.00% NEW $37.37 -8.6%
998 BBBY BED BATH & BEYOND INC COM Consumer Cyclical 574.0 $3K 0.00% NEW $5.46 +4.9%
999 BC BRUNSWICK CORP COM Consumer Cyclical 42.0 $3K 0.00% NEW $74.24 +6.1%
1000 ARMK ARAMARK COM Industrials 84.0 $3K 0.00% NEW $36.86 +40.1%
Page 50 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%