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Portfolio (Quarterly) Guide ↗

Fortitude Family Office, LLC

· CIK 0001950506
13F Portfolio $448M AUM 1,890 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 206 New 1027 Added 311 Reduced 239 Exited
Page 11 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PFFD GLOBAL X U.S. PREFERRED ETF 3,544.0 $65K 0.01% $18.40 +1.6%
202 CMI CUMMINS INC COM Industrials 120.0 $65K 0.01% +23.0 +23.7% $538.02 +22.6%
203 DELL DELL TECHNOLOGIES INC CL C Technology 374.0 $61K 0.01% -2.0 -0.5% $164.13 +45.0%
204 ECL ECOLAB INC COM Basic Materials 230.0 $61K 0.01% +9.0 +4.1% $266.02 -6.3%
205 ARKK ARK INNOVATION ETF 903.0 $61K 0.01% $67.59 +9.2%
206 F FORD MTR CO COM Consumer Cyclical 5,287.0 $61K 0.01% +933.0 +21.4% $11.54 +12.9%
207 WRB BERKLEY W R CORP COM Financial Services 919.0 $61K 0.01% -342.0 -27.1% $66.28 +3.7%
208 KLAC KLA CORP COM NEW Technology 41.0 $60K 0.01% -59.0 -59.0% $1472.41 +19.3%
209 MPC MARATHON PETE CORP COM Energy 247.0 $60K 0.01% +80.0 +47.9% $244.18 +6.3%
210 CVNA CARVANA CO CL A Consumer Cyclical 188.0 $59K 0.01% +168.0 +840.0% $314.38 -79.0%
211 TMUS T-MOBILE US INC COM Communication Services 277.0 $58K 0.01% +72.0 +35.1% $210.03 -9.2%
212 WELL WELLTOWER INC COM Real Estate 292.0 $58K 0.01% $197.71 +7.5%
213 VRT VERTIV HOLDINGS CO COM CL A Industrials 230.0 $58K 0.01% +114.0 +98.3% $250.58 +35.6%
214 MPLX MPLX LP COM UNIT REP LTD Energy 1,009.0 $58K 0.01% $57.08 -2.9%
215 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 998.0 $58K 0.01% +194.0 +24.1% $57.64 +6.9%
216 CSX CSX CORP COM Industrials 1,401.0 $58K 0.01% +592.0 +73.2% $41.05 +12.5%
217 RSG REPUBLIC SVCS INC COM Industrials 261.0 $57K 0.01% +2.0 +0.8% $219.02 -2.1%
218 GM GENERAL MTRS CO COM Consumer Cyclical 759.0 $57K 0.01% +66.0 +9.5% $74.50 -1.9%
219 WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT Energy 1,367.0 $56K 0.01% $41.17 +14.6%
220 PSX PHILLIPS 66 COM Energy 308.0 $56K 0.01% +94.0 +43.9% $182.18 -1.3%
Page 11 of 95  ·  1,886 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 28.1%
Financial Services 15.0%
Energy 10.7%
Consumer Defensive 9.6%
Industrials 9.4%
Healthcare 8.3%
Communication Services 8.2%
Consumer Cyclical 6.9%
Utilities 1.9%
Basic Materials 1.1%