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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 12 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IXC ISHARES GLOBAL ENERGY ETF 974.0 $56K 0.01% $57.59 +0.1%
222 AXP AMERICAN EXPRESS CO COM Financial Services 184.0 $56K 0.01% -534.0 -74.4% $302.48 +2.3%
223 BLUE OWL CAPITAL CORPORATION COM 5,000.0 $55K 0.01% $11.06
224 COHR COHERENT CORP COM Technology 232.0 $55K 0.01% +102.0 +78.5% $238.21 +52.3%
225 BHRB BURKE HERBERT FINL SVCS CORP COM Financial Services 883.0 $55K 0.01% $62.29 -0.6%
226 KMI KINDER MORGAN INC DEL COM Energy 1,629.0 $55K 0.01% +485.0 +42.4% $33.53 +0.7%
227 JCI JOHNSON CTLS INTL PLC SHS Industrials 406.0 $53K 0.01% -104.0 -20.4% $130.95 +4.9%
228 CAH CARDINAL HEALTH INC COM Healthcare 251.0 $53K 0.01% +39.0 +18.4% $211.31 -5.2%
229 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 3,524.0 $53K 0.01% +240.0 +7.3% $15.05 -11.3%
230 PANW PALO ALTO NETWORKS INC COM Technology 329.0 $53K 0.01% -83.0 -20.1% $160.32 +54.4%
231 INTC INTEL CORP COM Technology 1,193.0 $53K 0.01% -4K -76.0% $44.13 +145.1%
232 NEM NEWMONT CORP COM Basic Materials 486.0 $53K 0.01% +234.0 +92.9% $108.25 +1.5%
233 MET METLIFE INC COM Financial Services 739.0 $52K 0.01% +129.0 +21.1% $70.72 +15.1%
234 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 694.0 $52K 0.01% +125.0 +22.0% $75.25 +3.0%
235 GLW CORNING INC COM Technology 381.0 $52K 0.01% +218.0 +133.7% $135.97 +31.3%
236 CNI CANADIAN NATL RY CO COM Industrials 500.0 $51K 0.01% $102.77 +8.8%
237 EOG EOG RES INC COM Energy 352.0 $51K 0.01% +125.0 +55.1% $144.57 -1.1%
238 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM Communication Services 254.0 $50K 0.01% -28.0 -9.9% $197.50 +22.6%
239 PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN Energy 2,232.0 $50K 0.01% $22.33 +3.8%
240 GEV GE VERNOVA INC COM Utilities 57.0 $50K 0.01% -5.0 -8.1% $872.89 +16.0%
Page 12 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%