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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 20 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ATO ATMOS ENERGY CORP COM Utilities 135.0 $25K 0.01% +46.0 +51.7% $184.72 -3.7%
382 JBL JABIL INC COM Technology 93.0 $25K 0.01% +57.0 +158.3% $265.63 +37.2%
383 BA BOEING CO COM Industrials 124.0 $25K 0.01% -1K -92.1% $199.03 +10.0%
384 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 400.0 $25K 0.01% $61.26 -2.9%
385 UPS UNITED PARCEL SVCS INC CL B Industrials 249.0 $24K 0.01% -2K -90.1% $98.38 +2.7%
386 MCO MOODYS CORP COM Financial Services 56.0 $24K 0.01% +2.0 +3.7% $436.25 +3.0%
387 ODFL OLD DOMINION FREIGHT LINE INC COM Industrials 125.0 $24K 0.01% +66.0 +111.9% $195.40 +7.7%
388 JPMORGAN U.S. QUALITY FACTOR ETF 396.0 $24K 0.01% $61.32
389 CBRE CBRE GROUP INC CL A Real Estate 179.0 $24K 0.01% -39.0 -17.9% $135.46 -3.2%
390 HOLOGIC INC COM 319.0 $24K 0.01% $75.59
391 AON AON PLC SHS CL A Financial Services 74.0 $24K 0.01% +26.0 +54.2% $322.78 +0.6%
392 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 240.0 $24K 0.01% +147.0 +158.1% $98.42 -12.0%
393 CF CF INDUSTRIES HOLD COM Basic Materials 181.0 $24K 0.01% +86.0 +90.5% $129.84 -6.3%
394 SOUN SOUNDHOUND AI INC CLASS A COM Technology 3,417.0 $23K 0.01% -163.0 -4.5% $6.87 +18.9%
395 EW EDWARDS LIFESCIENCES CORP COM Healthcare 290.0 $23K 0.01% +55.0 +23.4% $80.08 +7.1%
396 RGLD ROYAL GOLD INC COM Basic Materials 91.0 $23K 0.01% +29.0 +46.8% $254.49 -13.4%
397 CL COLGATE PALMOLIVE CO COM Consumer Defensive 270.0 $23K 0.01% +102.0 +60.7% $85.23 +6.3%
398 XYL XYLEM INC COM Industrials 192.0 $23K 0.01% +31.0 +19.2% $119.50 -9.0%
399 MTZ MASTEC INC COM Industrials 71.0 $23K 0.01% +47.0 +195.8% $321.75 +18.8%
400 ACGL ARCH CAP GROUP LTD ORD Financial Services 237.0 $23K 0.01% +49.0 +26.1% $95.99 +0.3%
Page 20 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%