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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 33 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 IVZ INVESCO LTD SHS Financial Services 430.0 $10K 0.00% +118.0 +37.8% $24.29 +11.1%
642 ELAN ELANCO ANIMAL HEALTH INC COM Healthcare 435.0 $10K 0.00% +238.0 +120.8% $23.93 -10.9%
643 VNQ VANGUARD REAL ESTATE ETF 117.0 $10K 0.00% $88.70 +9.0%
644 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 290.0 $10K 0.00% +183.0 +171.0% $35.70 -11.8%
645 CSL CARLISLE COS INC COM Industrials 31.0 $10K 0.00% +27.0 +675.0% $333.61 -0.4%
646 NTAP NETAPP INC COM Technology 101.0 $10K 0.00% +38.0 +60.3% $102.39 +21.1%
647 BBY BEST BUY INC COM Consumer Cyclical 161.0 $10K 0.00% +69.0 +75.0% $64.20 -4.7%
648 ROL ROLLINS INC COM Consumer Cyclical 193.0 $10K 0.00% +91.0 +89.2% $53.41 -0.3%
649 ORI OLD REP INTL CORP COM Financial Services 258.0 $10K 0.00% +111.0 +75.5% $39.90 -0.6%
650 W WAYFAIR INC CL A Consumer Cyclical 136.0 $10K 0.00% +16.0 +13.3% $75.21 -14.0%
651 BW BABCOCK & WILCOX ENTERPRISES COM Industrials 696.0 $10K 0.00% +84.0 +13.7% $14.69 +39.8%
652 PR PERMIAN RESOURCES CORP CLASS A COM Energy 477.0 $10K 0.00% +302.0 +172.6% $21.32 -2.0%
653 PAG PENSKE AUTOMOTIVE GRP INC COM Consumer Cyclical 68.0 $10K 0.00% +22.0 +47.8% $149.51 +8.2%
654 CMPX COMPASS THERAPEUTICS INC COM Healthcare 1,915.0 $10K 0.00% -3K -58.3% $5.29 -63.5%
655 TERN TERNS PHARMACEUTICALS INC COM Healthcare 192.0 $10K 0.00% -269.0 -58.4% $52.72 +0.4%
656 ASTS AST SPACEMOBILE INC COM CL A Technology 122.0 $10K 0.00% +41.0 +50.6% $82.87 +16.1%
657 MTD METTLER TOLEDO INTERNATIONAL COM Healthcare 8.0 $10K 0.00% +2.0 +33.3% $1261.25 -13.5%
658 PSA PUBLIC STORAGE OPER CO COM Real Estate 37.0 $10K 0.00% $270.89 +11.8%
659 FORM FORMFACTOR INC COM Technology 103.0 $10K 0.00% +29.0 +39.2% $96.99 +32.0%
660 VRSN VERISIGN INC COM Technology 40.0 $10K 0.00% +28.0 +233.3% $248.35 +22.0%
Page 33 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%