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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 63 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 BRKR BRUKER CORP COM Healthcare 36.0 $2K NEW $47.11 -4.5%
1242 ACLX ARCELLX INC COMMON STOCK Healthcare 26.0 $2K NEW $65.19 +76.5%
1243 TKR TIMKEN CO COM Industrials 20.0 $2K NEW $84.15 +39.3%
1244 MSM MSC INDL DIRECT INC CL A Industrials 20.0 $2K NEW $84.10 +26.0%
1245 AAOI APPLIED OPTOELECTRONICS INC COM Technology 48.0 $2K NEW $34.85 +407.3%
1246 FEDERATED HERMES INC CL B 32.0 $2K NEW $52.06
1247 PLUG PLUG POWER INC COM NEW Industrials 845.0 $2K NEW $1.97 +68.0%
1248 MGY MAGNOLIA OIL & GAS CORP CL A Energy 76.0 $2K NEW $21.89 +33.5%
1249 GLPI GAMING & LEISURE PPTYS INC COM Real Estate 37.0 $2K NEW $44.70 +6.3%
1250 FEMY FEMASYS INC COM Healthcare 2,866.0 $2K NEW $0.58 -41.4%
1251 UDR UDR INC COM Real Estate 45.0 $2K NEW $36.69 +3.1%
1252 KWR QUAKER HOUGHTON COM Basic Materials 12.0 $2K NEW $137.33 +1.3%
1253 TTEK TETRA TECH INC NEW COM Industrials 49.0 $2K NEW $33.53 -18.2%
1254 UFPI UFP INDUSTRIES INC COM Basic Materials 18.0 $2K NEW $91.06 -12.2%
1255 DAN DANA INC COM Consumer Cyclical 69.0 $2K NEW $23.75 +42.5%
1256 AEO AMERICAN EAGLE OUTFITTERS INC COM Consumer Cyclical 62.0 $2K NEW $26.37 -37.2%
1257 MIDD MIDDLEBY CORP COM Industrials 11.0 $2K NEW $148.64 -2.3%
1258 KYMR KYMERA THERAPEUTICS INC COM Healthcare 21.0 $2K NEW $77.81 +3.6%
1259 RVLV REVOLVE GROUP INC CL A Consumer Cyclical 54.0 $2K NEW $30.19 -38.2%
1260 MTW MANITOWOC CO INC COM NEW Industrials 135.0 $2K NEW $11.99 -2.5%
Page 63 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%