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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 61 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 EOSE EOS ENERGY ENTERPRISES INC COM CL A Industrials 166.0 $2K NEW $11.46 -28.7%
1202 PTCT PTC THERAPEUTICS INC COM Healthcare 25.0 $2K NEW $75.96 -6.5%
1203 GXO GXO LOGISTICS INCORPORATED COMMON STOCK Industrials 36.0 $2K NEW $52.64 -11.2%
1204 CUSHMAN AND WAKEFIELD LTD COMMON SHARES 117.0 $2K NEW $16.19
1205 TKO TKO GROUP HOLDINGS INC CL A Communication Services 9.0 $2K NEW $209.00 -7.0%
1206 ELS EQUITY LIFESTYLE PPTYS INC COM Real Estate 31.0 $2K NEW $60.61 +4.0%
1207 HRTG HERITAGE INSURANCE HLDGS INC COM Financial Services 64.0 $2K NEW $29.27 -19.9%
1208 CHCT COMMUNITY HEALTHCARE TR INC COM Real Estate 113.0 $2K NEW $16.42 +7.9%
1209 NTR NUTRIEN LTD COM Basic Materials 30.0 $2K NEW $61.73 +13.8%
1210 ASO ACADEMY SPORTS & OUTDOORS INC COM Consumer Cyclical 37.0 $2K NEW $49.97 +2.1%
1211 THO THOR INDS INC COM Consumer Cyclical 18.0 $2K NEW $102.67 -27.2%
1212 GVA GRANITE CONSTR INC COM Industrials 16.0 $2K NEW $115.38 +10.6%
1213 LW LAMB WESTON HLDGS INC COM Consumer Defensive 44.0 $2K NEW $41.89 +2.2%
1214 NMRA NEUMORA THERAPEUTICS INC. COM Healthcare 1,022.0 $2K NEW $1.79 +3.4%
1215 CZFS CITIZENS FINL SVCS INC COM Financial Services 32.0 $2K NEW $57.03 +13.6%
1216 G GENPACT LIMITED SHS Technology 39.0 $2K NEW $46.77 -31.6%
1217 INGN INOGEN INC COM Healthcare 271.0 $2K NEW $6.72 -4.6%
1218 INSTALLED BLDG PRODS INC COM 7.0 $2K NEW $259.43
1219 APLD APPLIED DIGITAL CORP COM NEW Technology 74.0 $2K NEW $24.51 +95.9%
1220 NWE NORTHWESTERN ENERGY GROUP INC COM NEW Utilities 28.0 $2K NEW $64.54 +11.2%
Page 61 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%