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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 60 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 TRNO TERRENO RLTY CORP COM Real Estate 34.0 $2K NEW $58.71 +12.7%
1182 AIR LEASE CORP CL A 31.0 $2K NEW $64.23
1183 SEPN SEPTERNA INC COM Healthcare 71.0 $2K NEW $27.87 +0.5%
1184 PFSI PENNYMAC FINL SVCS INC NEW COM Financial Services 15.0 $2K NEW $131.87 -34.0%
1185 FRONTVIEW REIT INC COM 134.0 $2K NEW $14.76
1186 TEX TEREX CORP NEW COM Industrials 37.0 $2K NEW $53.38 +7.9%
1187 OLLI OLLIES BARGAIN OUTLET HLDGS IN COM Consumer Defensive 18.0 $2K NEW $109.61 -24.2%
1188 BWFG BANKWELL FINL GROUP INC COM Financial Services 43.0 $2K NEW $45.81 +15.2%
1189 ACIW ACI WORLDWIDE INC COM Technology 41.0 $2K NEW $47.80 -11.1%
1190 ALSN ALLISON TRANSMISSION HLDGS INC COM Consumer Cyclical 20.0 $2K NEW $97.90 +11.4%
1191 FBIN FORTUNE BRANDS INNOVATIONS INC COM Industrials 39.0 $2K NEW $50.03 -27.4%
1192 LEA LEAR CORP COM NEW Consumer Cyclical 17.0 $2K NEW $114.59 +20.8%
1193 MOOG INC CL A 8.0 $2K NEW $243.50
1194 MAA MID-AMER APT CMNTYS INC COM Real Estate 14.0 $2K NEW $138.93 -6.4%
1195 EXPRO GROUP HOLDINGS NV COM 145.0 $2K NEW $13.35
1196 AVAV AEROVIRONMENT INC COM Industrials 8.0 $2K NEW $241.88 -32.6%
1197 TDS TELEPHONE & DATA SYS INC COM NEW Communication Services 47.0 $2K NEW $41.00 +1.5%
1198 HXL HEXCEL CORP NEW COM Industrials 26.0 $2K NEW $73.88 +14.7%
1199 PI IMPINJ INC COM Technology 11.0 $2K NEW $174.00 -21.2%
1200 CTGO CONTANGO ORE INC COM Basic Materials 72.0 $2K NEW $26.42 -19.0%
Page 60 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%