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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 52 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 NAT NORDIC AMERICAN TANKERS LIMITE COM Industrials 840.0 $3K 0.00% NEW $3.44 +59.9%
1022 FAF FIRST AMERN FINL CORP COM Financial Services 47.0 $3K 0.00% NEW $61.45 +10.4%
1023 AMG AFFILIATED MANAGERS GROUP INC COM Financial Services 10.0 $3K 0.00% NEW $288.30 +5.0%
1024 PSTG PURE STORAGE INC CL A Technology 43.0 $3K 0.00% NEW $67.00 +25.1%
1025 ESS ESSEX PPTY TR INC COM Real Estate 11.0 $3K 0.00% NEW $261.64 +4.6%
1026 UMBF UMB FINL CORP COM Financial Services 25.0 $3K 0.00% NEW $115.04 +13.2%
1027 ORA ORMAT TECHNOLOGIES INC COM Utilities 26.0 $3K 0.00% NEW $110.46 +21.2%
1028 SCCO SOUTHERN COPPER CORP COM Basic Materials 20.0 $3K 0.00% NEW $143.45 +21.4%
1029 GNRC GENERAC HLDGS INC COM Industrials 21.0 $3K 0.00% NEW $136.38 +81.7%
1030 JANX JANUX THERAPEUTICS INC COM Healthcare 207.0 $3K 0.00% NEW $13.80 +4.4%
1031 MXCT MAXCYTE INC COM Healthcare 1,837.0 $3K 0.00% NEW $1.55 -31.6%
1032 AX AXOS FINANCIAL INC COM Financial Services 33.0 $3K 0.00% NEW $86.15 -0.3%
1033 VICI VICI PPTYS INC COM Real Estate 101.0 $3K 0.00% NEW $28.12 +1.0%
1034 FTCI FTC SOLAR INC COM NEW Energy 260.0 $3K 0.00% NEW $10.91 -56.4%
1035 NBIX NEUROCRINE BIOSCIENCES INC COM Healthcare 20.0 $3K 0.00% NEW $141.85 +9.6%
1036 PFBC PREFERRED BK LOS ANGELES CA COM NEW Financial Services 30.0 $3K 0.00% NEW $94.43 +0.3%
1037 SHOO MADDEN STEVEN LTD COM Consumer Cyclical 68.0 $3K 0.00% NEW $41.65 -2.8%
1038 VOYA VOYA FINANCIAL INC COM Financial Services 38.0 $3K 0.00% NEW $74.50 +10.6%
1039 KDP KEURIG DR PEPPER INC COM Consumer Defensive 101.0 $3K 0.00% NEW $28.01 +2.7%
1040 EL LAUDER ESTEE COS INC CL A Consumer Defensive 27.0 $3K 0.00% NEW $104.70 -24.6%
Page 52 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%