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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 57 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 JHG JANUS HENDERSON GROUP PLC ORD SHS Financial Services 48.0 $2K 0.00% NEW $47.56 +8.7%
1122 PCG PG&E CORP COM Utilities 142.0 $2K 0.00% NEW $16.07 +2.3%
1123 LFUS LITTELFUSE INC COM Technology 9.0 $2K 0.00% NEW $252.89 +75.5%
1124 ARES ARES MANAGEMENT CORPORATION CL A COM STK Financial Services 14.0 $2K 0.00% NEW $161.64 -23.3%
1125 OSW ONESPAWORLD HOLDINGS LIMITED COM Consumer Cyclical 109.0 $2K 0.00% NEW $20.74 +16.3%
1126 HRL HORMEL FOODS CORP COM Consumer Defensive 95.0 $2K 0.00% NEW $23.71 -11.1%
1127 REZI RESIDEO TECHNOLOGIES INC COM Industrials 64.0 $2K 0.00% NEW $35.12 -17.6%
1128 ZVIA ZEVIA PBC CL A Consumer Defensive 967.0 $2K 0.00% NEW $2.32 -34.5%
1129 ROIV ROIVANT SCIENCES LTD SHS Healthcare 103.0 $2K 0.00% NEW $21.70 +49.4%
1130 ACA ARCOSA INC COM Industrials 21.0 $2K 0.00% NEW $106.33 +12.1%
1131 NE NOBLE CORP PLC ORD SHS A Energy 79.0 $2K 0.00% NEW $28.24 +85.3%
1132 HAS HASBRO INC COM Consumer Cyclical 27.0 $2K 0.00% NEW $82.00 +9.9%
1133 PII POLARIS INC COM Consumer Cyclical 35.0 $2K 0.00% NEW $63.26 -0.3%
1134 CR CRANE COMPANY COMMON STOCK Industrials 12.0 $2K 0.00% NEW $184.42 -4.9%
1135 COOPER COS INC COM 27.0 $2K 0.00% NEW $81.96
1136 BMRC BANK OF MARIN BANCORP COM Financial Services 85.0 $2K 0.00% NEW $26.01 +0.9%
1137 QRVO QORVO INC COM Technology 26.0 $2K 0.00% NEW $84.50 +16.9%
1138 CRL CHARLES RIV LABS INTL INC COM Healthcare 11.0 $2K 0.00% NEW $199.45 -20.4%
1139 LEU CENTRUS ENERGY CORP CL A Energy 9.0 $2K 0.00% NEW $242.78 -27.0%
1140 DOMO DOMO INC COM CL B Technology 258.0 $2K 0.00% NEW $8.43 -57.5%
Page 57 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%