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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 71 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 EAT BRINKER INTL INC COM Consumer Cyclical 8.0 $1K NEW $143.50 -4.8%
1402 DNUT KRISPY KREME INC COM Consumer Defensive 283.0 $1K NEW $4.02 -17.2%
1403 HELE HELEN OF TROY LTD COM Consumer Defensive 53.0 $1K NEW $21.25 +16.7%
1404 CPK CHESAPEAKE UTILS CORP COM Utilities 9.0 $1K NEW $124.78 +1.8%
1405 KFY KORN FERRY COM NEW Industrials 17.0 $1K NEW $66.00 +1.0%
1406 STNG SCORPIO TANKERS INC SHS Energy 22.0 $1K NEW $50.82 +60.7%
1407 PSN PARSONS CORP DEL COM Industrials 18.0 $1K NEW $61.78 -16.4%
1408 NEOG NEOGEN CORP COM Healthcare 159.0 $1K NEW $6.99 +26.8%
1409 BSY BENTLEY SYS INC COM CL B Technology 29.0 $1K NEW $38.17 -12.7%
1410 PFS PROVIDENT FINL SVCS INC COM Financial Services 56.0 $1K NEW $19.75 +12.2%
1411 SEI SOLARIS ENERGY INFRAS INC COM CL A Energy 24.0 $1K NEW $45.96 +55.5%
1412 EVH EVOLENT HEALTH INC CL A Healthcare 275.0 $1K NEW $4.00 -4.0%
1413 GHC GRAHAM HLDGS CO COM CL B Consumer Defensive 1.0 $1K NEW $1099.00 -0.3%
1414 CBU COMMUNITY FINANCIAL SYSTEM INC COM Financial Services 19.0 $1K NEW $57.42 +10.0%
1415 IQSTEL INC COM NEW 375.0 $1K NEW $2.91
1416 NVST ENVISTA HOLDINGS CORPORATION COM Healthcare 50.0 $1K NEW $21.72 +8.8%
1417 CWT CALIFORNIA WTR SVC GROUP COM Utilities 25.0 $1K NEW $43.32 -0.3%
1418 SMH VANECK SEMICONDUCTOR ETF 3.0 $1K NEW $360.00 +57.6%
1419 FORR FORRESTER RESH INC COM Industrials 132.0 $1K NEW $8.12 -14.2%
1420 LFVN LIFEVANTAGE CORP COM NEW Consumer Defensive 174.0 $1K NEW $6.16 -12.8%
Page 71 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%