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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 76 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 PATH UIPATH INC CL A Technology 55.0 $901.0 NEW $16.38 -35.5%
1502 BTSG BRIGHTSPRING HEALTH SVCS INC COM Healthcare 24.0 $899.0 NEW $37.46 +54.8%
1503 IDYA IDEAYA BIOSCIENCES INC COM Healthcare 26.0 $899.0 NEW $34.58 -14.6%
1504 TTMI TTM TECHNOLOGIES INC COM Technology 13.0 $897.0 NEW $69.00 +145.4%
1505 OC OWENS CORNING NEW COM Industrials 8.0 $895.0 NEW $111.88 +3.7%
1506 FUL FULLER H B CO COM Basic Materials 15.0 $892.0 NEW $59.47 -5.2%
1507 XMTR XOMETRY INC CLASS A COM Industrials 15.0 $892.0 NEW $59.47 +54.4%
1508 MXL MAXLINEAR INC COM Technology 51.0 $889.0 NEW $17.43 +471.8%
1509 SERA SERA PROGNOSTICS INC CLASS A COM Healthcare 301.0 $888.0 NEW $2.95 -40.3%
1510 NEKTAR THERAPEUTICS COM NEW 21.0 $888.0 NEW $42.29
1511 OUSTER INC COM NEW 41.0 $887.0 NEW $21.63
1512 IDR IDAHO STRATEGIC RESOURCES COM NEW Basic Materials 22.0 $887.0 NEW $40.32 -7.4%
1513 FIRST HAWAIIAN INC COM 35.0 $886.0 NEW $25.31
1514 AMSF AMERISAFE INC COM Financial Services 23.0 $883.0 NEW $38.39 -18.5%
1515 GBCI GLACIER BANCORP INC NEW COM Financial Services 20.0 $881.0 NEW $44.05 +8.5%
1516 WCN WASTE CONNECTIONS INC COM Industrials 5.0 $877.0 NEW $175.40 -10.5%
1517 NWPX NWPX INFRASTRUCTURE INC COM Industrials 14.0 $875.0 NEW $62.50 +74.4%
1518 SON SONOCO PRODS CO COM Consumer Cyclical 20.0 $873.0 NEW $43.65 +10.0%
1519 SOLV SOLVENTUM CORP COM SHS Healthcare 11.0 $872.0 NEW $79.27 -4.0%
1520 MARA MARA HOLDINGS INC COM Financial Services 97.0 $871.0 NEW $8.98 +50.9%
Page 76 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%