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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 23 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 STE STERIS PLC SHS USD Healthcare 87.0 $19K 0.00% +20.0 +29.9% $221.13 -2.1%
442 JBHT HUNT J B TRANS SVCS INC COM Industrials 90.0 $19K 0.00% +52.0 +136.8% $212.54 +21.7%
443 SYF SYNCHRONY FINANCIAL COM Financial Services 280.0 $19K 0.00% +120.0 +75.0% $68.02 +5.6%
444 TPL TEXAS PACIFIC LAND CORPORATION COM Energy 40.0 $19K 0.00% +25.0 +166.7% $474.55 -15.3%
445 DTM DT MIDSTREAM INC COMMON STOCK Energy 140.0 $19K 0.00% +41.0 +41.4% $134.67 +12.2%
446 ULTA ULTA BEAUTY INC COM Consumer Cyclical 36.0 $19K 0.00% +19.0 +111.8% $522.72 -1.5%
447 PWB INVESCO LARGE CAP GROWTH ETF 149.0 $19K 0.00% -168.0 -53.0% $125.93 +22.9%
448 CINF CINCINNATI FINL CORP COM Financial Services 119.0 $19K 0.00% +56.0 +88.9% $157.35 +6.8%
449 KTB KONTOOR BRANDS INC COM Consumer Cyclical 265.0 $19K 0.00% +15.0 +6.0% $70.29 -0.5%
450 MTB M & T BK CORP COM Financial Services 90.0 $19K 0.00% +33.0 +57.9% $206.72 +3.1%
451 FANG DIAMONDBACK ENERGY INC COM Energy 94.0 $19K 0.00% +69.0 +276.0% $197.79 +1.5%
452 ZION ZIONS BANCORPORATION NATL ASSN COM Financial Services 320.0 $18K 0.00% +57.0 +21.7% $57.62 +7.2%
453 HYCROFT MINING HOLDING CORP CL A NEW 522.0 $18K 0.00% $35.20
454 CORPAY INC COM SHS 63.0 $18K 0.00% +30.0 +90.9% $290.98
455 WAT WATERS CORP COM Healthcare 61.0 $18K 0.00% +5.0 +8.9% $297.80 +15.0%
456 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 224.0 $18K 0.00% +48.0 +27.3% $80.95 -1.8%
457 NXPI NXP SEMICONDUCTORS N V COM Technology 92.0 $18K 0.00% +38.0 +70.4% $196.86 +60.8%
458 EVR EVERCORE INC CLASS A Financial Services 60.0 $18K 0.00% +2.0 +3.5% $298.52 +15.9%
459 WCC WESCO INTL INC COM Industrials 65.0 $18K 0.00% +29.0 +80.6% $273.62 +32.9%
460 SRE SEMPRA COM Utilities 183.0 $18K 0.00% +98.0 +115.3% $97.17 -4.5%
Page 23 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%