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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 21 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 116.0 $23K 0.01% -48.0 -29.3% $196.04 +3.8%
402 RJF RAYMOND JAMES FINL INC COM Financial Services 157.0 $23K 0.01% +29.0 +22.7% $144.79 +4.6%
403 COKE COCA COLA CONS INC COM Consumer Defensive 116.0 $22K 0.01% +27.0 +30.3% $191.74 -8.5%
404 PFG PRINCIPAL FINANCIAL GROUP INC COM Financial Services 245.0 $22K 0.01% -160.0 -39.5% $90.11 +15.2%
405 GRMN GARMIN LTD SHS Technology 95.0 $22K 0.01% +40.0 +72.7% $232.01 +3.7%
406 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 78.0 $22K 0.01% +39.0 +100.0% $282.37 +22.7%
407 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 111.0 $22K 0.01% -56.0 -33.5% $198.29 -9.6%
408 TEX TEREX CORP NEW COM Industrials 370.0 $22K 0.01% +333.0 +900.0% $59.10 -2.3%
409 MPWR MONOLITHIC PWR SYS INC COM Technology 20.0 $22K 0.01% +6.0 +42.9% $1093.35 +45.4%
410 DG DOLLAR GEN CORP COM Consumer Defensive 184.0 $22K 0.01% +90.0 +95.7% $118.73 -11.0%
411 CASY CASEYS GEN STORES INC COM Consumer Cyclical 30.0 $22K 0.01% +16.0 +114.3% $727.87 +13.3%
412 HCA HCA HEALTHCARE INC COM Healthcare 46.0 $22K 0.01% -15.0 -24.6% $473.24 -16.7%
413 TFC TRUIST FINL CORP COM Financial Services 473.0 $22K 0.01% +182.0 +62.5% $45.97 +5.2%
414 WEC WEC ENERGY GROUP INC COM Utilities 187.0 $22K 0.01% +52.0 +38.5% $115.77 -2.0%
415 MDT MEDTRONIC PLC SHS Healthcare 249.0 $22K 0.01% -139.0 -35.8% $86.65 -9.3%
416 FLEX FLEXTRONICS INTL LTD ORD Technology 329.0 $22K 0.01% +193.0 +141.9% $65.46 +102.4%
417 BWXT BWX TECHNOLOGIES INC COM Industrials 105.0 $21K 0.01% +32.0 +43.8% $204.49 -0.8%
418 AEP AMERICAN ELEC PWR CO INC COM Utilities 162.0 $21K 0.01% +71.0 +78.0% $131.08 +0.4%
419 SNA SNAP ON INC COM Industrials 58.0 $21K 0.01% -17.0 -22.7% $363.22 +0.9%
420 NRG NRG ENERGY INC COM NEW Utilities 140.0 $20K 0.01% -53.0 -27.5% $146.14 -5.8%
Page 21 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%