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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 28 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 OSK OSHKOSH CORP COM Industrials 94.0 $14K 0.00% +9.0 +10.6% $147.21 -12.7%
542 LPLA LPL FINL HLDGS INC COM Financial Services 46.0 $14K 0.00% +22.0 +91.7% $300.83 -5.0%
543 THC TENET HEALTHCARE CORP COM NEW Healthcare 73.0 $14K 0.00% +41.0 +128.1% $188.71 -7.9%
544 BUNGE GLOBAL SA COM SHS 108.0 $14K 0.00% +71.0 +191.9% $127.20
545 OVV OVINTIV INC COM Energy 231.0 $14K 0.00% +113.0 +95.8% $59.36 -1.0%
546 VTRS VIATRIS INC COM Healthcare 1,008.0 $14K 0.00% +543.0 +116.8% $13.51 +23.2%
547 JXN JACKSON FINANCIAL INC COM CL A Financial Services 128.0 $14K 0.00% +29.0 +29.3% $105.72 +1.2%
548 IQVIA HLDGS INC COM 79.0 $13K 0.00% -2K -95.5% $170.54
549 AKAM AKAMAI TECHNOLOGIES INC COM Technology 117.0 $13K 0.00% +55.0 +88.7% $114.85 +28.2%
550 STT STATE STR CORP COM Financial Services 106.0 $13K 0.00% +63.0 +146.5% $126.56 +21.6%
551 MKL MARKEL GROUP INC COM Financial Services 7.0 $13K 0.00% +2.0 +40.0% $1914.00 -2.9%
552 BKD BROOKDALE SR LIVING INC COM Healthcare 978.0 $13K 0.00% $13.68 -2.8%
553 EVRG EVERGY INC COM Utilities 163.0 $13K 0.00% +68.0 +71.6% $81.92 +2.5%
554 WTRG ESSENTIAL UTILS INC COM Utilities 330.0 $13K 0.00% +188.0 +132.4% $40.27 -7.0%
555 AIZ ASSURANT INC COM Financial Services 61.0 $13K 0.00% +13.0 +27.1% $217.80 +17.0%
556 HIMS HIMS & HERS HEALTH INC COM CL A Healthcare 637.0 $13K 0.00% $20.76 +14.4%
557 UNM UNUM GROUP COM Financial Services 181.0 $13K 0.00% +73.0 +67.6% $73.03 +15.7%
558 BDX BECTON DICKINSON & CO COM Healthcare 84.0 $13K 0.00% +48.0 +133.3% $157.23 -6.1%
559 ARW ARROW ELECTRS INC COM Technology 92.0 $13K 0.00% +30.0 +48.4% $143.41 +51.5%
560 GAP GAP INC COM Consumer Cyclical 544.0 $13K 0.00% +118.0 +27.7% $24.20 -3.3%
Page 28 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%