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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 29 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 552.0 $13K 0.00% +257.0 +87.1% $23.81 +57.8%
562 ALB ALBEMARLE CORP COM Basic Materials 73.0 $13K 0.00% +38.0 +108.6% $179.53 -4.4%
563 CACI CACI INTL INC CL A Technology 24.0 $13K 0.00% +11.0 +84.6% $543.88 -7.8%
564 KDP KEURIG DR PEPPER INC COM Consumer Defensive 495.0 $13K 0.00% +394.0 +390.1% $26.33 +10.6%
565 NDAQ NASDAQ INC COM Financial Services 152.0 $13K 0.00% -102.0 -40.2% $84.89 +7.2%
566 DXCM DEXCOM INC COM Healthcare 205.0 $13K 0.00% +135.0 +192.9% $62.80 +14.8%
567 LQDA LIQUIDIA CORPORATION COM NEW Healthcare 339.0 $13K 0.00% -59.0 -14.8% $37.74 +61.6%
568 ON24 INC COM 1,570.0 $13K 0.00% $8.10
569 NFG NATIONAL FUEL GAS CO COM Energy 135.0 $13K 0.00% +31.0 +29.8% $93.96 -13.9%
570 BIIB BIOGEN INC COM Healthcare 69.0 $13K 0.00% +37.0 +115.6% $183.33 +5.7%
571 CLH CLEAN HARBORS INC COM Industrials 44.0 $13K 0.00% +30.0 +214.3% $286.73 +0.1%
572 CPRT COPART INC COM Industrials 380.0 $13K 0.00% -186.0 -32.9% $33.20 +1.8%
573 COLB COLUMBIA BKG SYS INC COM Financial Services 454.0 $12K 0.00% +108.0 +31.2% $27.43 +8.4%
574 FFIV F5 INC COM Technology 43.0 $12K 0.00% +21.0 +95.5% $289.33 +36.1%
575 AMCOR PLC COM NEW 311.0 $12K 0.00% NEW $39.75
576 RKLB ROCKET LAB CORP COM Industrials 192.0 $12K 0.00% +93.0 +93.9% $64.22 +111.4%
577 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 49.0 $12K 0.00% +17.0 +53.1% $250.63 +26.2%
578 DD DUPONT DE NEMOURS INC COM Basic Materials 267.0 $12K 0.00% +125.0 +88.0% $45.80 +5.1%
579 PPG PPG INDS INC COM Basic Materials 114.0 $12K 0.00% +57.0 +100.0% $106.88 +0.8%
580 SNX TD SYNNEX CORPORATION COM Technology 72.0 $12K 0.00% +39.0 +118.2% $168.71 +40.7%
Page 29 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%