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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 93 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 CLOUDASTRUCTURE INC COM CL A 318.0 $256.0 NEW $0.81
1842 IPAR INTERPARFUMS INC COM Consumer Defensive 3.0 $254.0 NEW $84.67 +4.4%
1843 BLKB BLACKBAUD INC COM Technology 4.0 $253.0 NEW $63.25 -50.6%
1844 VCYT VERACYTE INC COM Healthcare 6.0 $253.0 NEW $42.17 +5.6%
1845 CVLT COMMVAULT SYS INC COM Technology 2.0 $251.0 NEW $125.50 -17.6%
1846 AIR AAR CORP COM Industrials 3.0 $248.0 NEW $82.67 +27.8%
1847 ROCK GIBRALTAR INDS INC COM Industrials 5.0 $247.0 NEW $49.40 -29.8%
1848 MQ MARQETA INC CLASS A COM Technology 52.0 $247.0 NEW $4.75 -16.3%
1849 HTO H2O AMERICA COM Utilities 5.0 $245.0 NEW $49.00 +15.4%
1850 BIRKENSTOCK HOLDING PLC COM SHS 6.0 $245.0 NEW $40.83
1851 ATR APTARGROUP INC COM Healthcare 2.0 $244.0 NEW $122.00 -6.3%
1852 KMPR KEMPER CORP COM Financial Services 6.0 $243.0 NEW $40.50 -28.0%
1853 SLGN SILGAN HLDGS INC COM Consumer Cyclical 6.0 $242.0 NEW $40.33 -6.7%
1854 TGTX TG THERAPEUTICS INC COM Healthcare 8.0 $238.0 NEW $29.75 +34.3%
1855 WING WINGSTOP INC COM Consumer Cyclical 1.0 $238.0 NEW $238.00 -46.5%
1856 RAMP LIVERAMP HLDGS INC COM Technology 8.0 $235.0 NEW $29.38 +28.4%
1857 AZTA AZENTA INC COM Healthcare 7.0 $233.0 NEW $33.29 -45.3%
1858 RNG RINGCENTRAL INC CL A Technology 8.0 $231.0 NEW $28.88 +48.6%
1859 GWH ESS TECH INC COM NEW Industrials 120.0 $226.0 NEW $1.88 -52.1%
1860 VYX NCR VOYIX CORPORATION COM Technology 22.0 $224.0 NEW $10.18 -36.4%
Page 93 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%