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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 53 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 PLNT PLANET FITNESS INC CL A Consumer Cyclical 26.0 $3K 0.00% NEW $108.46 -53.7%
1042 ADT ADT INC DEL COM Industrials 349.0 $3K 0.00% NEW $8.07 -13.2%
1043 AMPY AMPLIFY ENERGY CORP NEW COM Energy 615.0 $3K 0.00% NEW $4.57 +10.5%
1044 ILPT INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT Real Estate 503.0 $3K 0.00% NEW $5.54 +56.7%
1045 BKH BLACK HILLS CORP COM Utilities 40.0 $3K 0.00% NEW $69.42 +6.8%
1046 IMA IMAGENEBIO INC COM Healthcare 400.0 $3K 0.00% NEW $6.90 -20.0%
1047 FNB F N B CORP COM Financial Services 161.0 $3K 0.00% NEW $17.10 +2.2%
1048 HUDSON PAC PPTYS INC COM 253.0 $3K 0.00% NEW $10.83
1049 KNSL KINSALE CAP GROUP INC COM Financial Services 7.0 $3K 0.00% NEW $391.14 -20.2%
1050 LAUR LAUREATE EDUCATION INC COMMON STOCK Consumer Defensive 81.0 $3K 0.00% NEW $33.67 -2.1%
1051 CDW CDW CORP COM Technology 20.0 $3K 0.00% NEW $136.20 -21.5%
1052 IESC IES HLDGS INC COM Industrials 7.0 $3K 0.00% NEW $389.00 +66.5%
1053 ONB OLD NATL BANCORP IND COM Financial Services 122.0 $3K 0.00% NEW $22.31 +6.8%
1054 PIPER SANDLER COMPANIES COM 8.0 $3K 0.00% NEW $339.75
1055 APG API GROUP CORP COM STK Industrials 71.0 $3K 0.00% NEW $38.25 +8.5%
1056 SAFEHOLD INC COM 198.0 $3K 0.00% NEW $13.69
1057 ON ON SEMICONDUCTOR CORP COM Technology 50.0 $3K 0.00% NEW $54.16 +102.4%
1058 RDNW RIDENOW GROUP INC COM CL B Consumer Cyclical 489.0 $3K 0.00% NEW $5.52 -32.8%
1059 TSN TYSON FOODS INC CL A Consumer Defensive 46.0 $3K 0.00% NEW $58.63 +13.5%
1060 CPNG COUPANG INC CL A Consumer Cyclical 114.0 $3K 0.00% NEW $23.59 -33.3%
Page 53 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%