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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 34 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 RRX REGAL REXNORD CORPORATION COM Industrials 53.0 $10K 0.00% +43.0 +430.0% $187.26 +4.2%
662 PAYX PAYCHEX INC COM Industrials 107.0 $10K 0.00% +9.0 +9.2% $92.12 +2.3%
663 OIS OIL STS INTL INC COM Energy 844.0 $10K 0.00% +136.0 +19.2% $11.64 -23.7%
664 SSNC SS&C TECH HLDGS COM Technology 145.0 $10K 0.00% +5.0 +3.6% $67.57 -0.6%
665 MDB MONGODB INC CL A Technology 40.0 $10K 0.00% -29.0 -42.0% $244.78 +29.7%
666 VLYPN VALLEY NATL BANCORP COM Financial Services 794.0 $10K 0.00% +233.0 +41.5% $12.28 +110.7%
667 ITT ITT INC COM Industrials 51.0 $10K 0.00% +30.0 +142.9% $190.53 +1.1%
668 SMR NUSCALE PWR CORP CL A COM Utilities 894.0 $10K 0.00% -7K -89.0% $10.84 -4.2%
669 INGR INGREDION INC COM Consumer Defensive 86.0 $10K 0.00% +51.0 +145.7% $112.66 -9.3%
670 FNF FIDELITY NATL FINL INC COM SHS Financial Services 208.0 $10K 0.00% +62.0 +42.5% $46.38 +6.4%
671 LC LENDINGCLUB ISSUANCE TR SER COM NEW Financial Services 673.0 $10K 0.00% +249.0 +58.7% $14.32 +10.1%
672 GBDC GOLUB CAP BDC INC COM Financial Services 755.0 $10K 0.00% -108.0 -12.5% $12.66 +2.5%
673 ARCC ARES CAPITAL CORP COM Financial Services 529.0 $10K 0.00% NEW $18.02 +4.0%
674 AM ANTERO MIDSTREAM CORP COM Energy 418.0 $10K 0.00% +229.0 +121.2% $22.80 -4.3%
675 BKU BANKUNITED INC COM Financial Services 211.0 $10K 0.00% +47.0 +28.7% $45.16 +2.6%
676 AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A Healthcare 766.0 $10K 0.00% -40.0 -5.0% $12.43 -0.1%
677 INCY INCYTE CORP COM Healthcare 101.0 $10K 0.00% +44.0 +77.2% $94.12 +3.5%
678 CTRE CARETRUST REIT INC COM Real Estate 259.0 $9K 0.00% $36.65 +11.9%
679 KHC KRAFT HEINZ CO COM Consumer Defensive 422.0 $9K 0.00% +292.0 +224.6% $22.49 +4.7%
680 FCNCA FIRST CTZNS BANCSHARES INC DEL CL A Financial Services 5.0 $9K 0.00% -3.0 -37.5% $1884.60 +5.6%
Page 34 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%