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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 78 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 MTDR MATADOR RES CO COM Energy 19.0 $806.0 NEW $42.42 +32.2%
1542 HP HELMERICH & PAYNE INC COM Energy 28.0 $803.0 NEW $28.68 +38.1%
1543 HAE HAEMONETICS CORP MASS COM Healthcare 10.0 $802.0 NEW $80.20 -22.8%
1544 BKE BUCKLE INC COM Consumer Cyclical 15.0 $801.0 NEW $53.40 -8.2%
1545 AMR ALPHA METALLURGICAL RESOUR INC COM Energy 4.0 $800.0 NEW $200.00 -13.9%
1546 AMPX AMPRIUS TECHNOLOGIES INC COMMON STOCK Industrials 101.0 $797.0 NEW $7.89 +93.9%
1547 WU WESTERN UN CO COM Financial Services 85.0 $791.0 NEW $9.31 -7.8%
1548 CNXC CONCENTRIX CORP COM Technology 19.0 $790.0 NEW $41.58 -37.8%
1549 ENVA ENOVA INTL INC COM Financial Services 5.0 $786.0 NEW $157.20 +2.4%
1550 BRC BRADY CORP CL A Industrials 10.0 $784.0 NEW $78.40 +7.9%
1551 NUS NU SKIN ENTERPRISES INC CL A Consumer Defensive 81.0 $779.0 NEW $9.62 -38.5%
1552 GGRW GABELLI GROWTH INNOVATORS ETF 22.0 $776.0 NEW $35.27 +4.0%
1553 SLVM SYLVAMO CORP COMMON STOCK Basic Materials 16.0 $770.0 NEW $48.12 -22.4%
1554 TOWN TOWNEBANK PORTSMOUTH VA COM Financial Services 23.0 $768.0 NEW $33.39 +3.6%
1555 WMG WARNER MUSIC GROUP CORP COM CL A Communication Services 25.0 $767.0 NEW $30.68 +10.6%
1556 BCPC BALCHEM CORP COM Basic Materials 5.0 $767.0 NEW $153.40 +5.4%
1557 FELE FRANKLIN ELEC INC COM Industrials 8.0 $764.0 NEW $95.50 +1.2%
1558 PRK PARK NATL CORP COM Financial Services 5.0 $761.0 NEW $152.20 +10.9%
1559 ROKU ROKU INC COM CL A Communication Services 7.0 $759.0 NEW $108.43 +14.5%
1560 WH WYNDHAM HOTELS & RESORTS INC COM Consumer Cyclical 10.0 $756.0 NEW $75.60 +7.0%
Page 78 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%