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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 14 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TXN TEXAS INSTRS INC COM Technology 248.0 $43K 0.01% NEW $173.49 +74.3%
262 TMUS T-MOBILE US INC COM Communication Services 205.0 $42K 0.01% NEW $203.04 -4.7%
263 WTM WHITE MTNS INS GROUP LTD COM Financial Services 20.0 $42K 0.01% NEW $2078.05 +3.2%
264 CFG CITIZENS FINL GROUP INC COM Financial Services 710.0 $41K 0.01% NEW $58.41 +7.6%
265 GWW WW GRAINGER INC COM Industrials 41.0 $41K 0.01% NEW $1009.05 +23.3%
266 TDG TRANSDIGM GROUP INC COM Industrials 31.0 $41K 0.01% NEW $1329.84 -11.3%
267 APP APPLOVIN CORP COM CL A Technology 61.0 $41K 0.01% NEW $673.82 -28.4%
268 TRV TRAVELERS COMPANIES INC COM Financial Services 141.0 $41K 0.01% NEW $290.06 +5.3%
269 VIG VANGUARD DIVIDEND APPRECIATION ETF 186.0 $41K 0.01% NEW $219.78 +5.0%
270 IXC ISHARES GLOBAL ENERGY ETF 974.0 $41K 0.01% NEW $41.91 +34.5%
271 IBKR INTERACTIVE BROKERS GROUP INC COM CL A Financial Services 631.0 $41K 0.01% NEW $64.31 +29.8%
272 GEV GE VERNOVA INC COM Utilities 62.0 $41K 0.01% NEW $653.56 +54.8%
273 PWB INVESCO LARGE CAP GROWTH ETF 317.0 $40K 0.01% NEW $127.11 +20.1%
274 EPD ENTERPRISE PRODS PARTNERS L P COM Energy 1,254.0 $40K 0.01% NEW $32.05 +24.2%
275 PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN Energy 2,232.0 $40K 0.01% NEW $17.96 +31.5%
276 COMP COMPASS INC CL A Technology 3,768.0 $40K 0.01% NEW $10.57 -28.3%
277 EIM EATON VANCE MUN BD FD COM Financial Services 4,000.0 $39K 0.01% NEW $9.73 -0.4%
278 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 389.0 $39K 0.01% NEW $99.88 -1.7%
279 MAS MASCO CORP COM Industrials 612.0 $39K 0.01% NEW $63.46 +1.6%
280 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 195.0 $39K 0.01% NEW $198.62 +6.9%
Page 14 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%