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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 42 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 ZTS ZOETIS INC CL A Healthcare 55.0 $7K 0.00% +18.0 +48.6% $118.22 -32.6%
822 DOW DOW HLDGS INC COM Basic Materials 156.0 $6K 0.00% +134.0 +609.1% $41.65 -13.8%
823 CG CARLYLE GROUP INC COM Financial Services 134.0 $6K 0.00% -116.0 -46.4% $48.39 -6.7%
824 GNK GENCO SHIPPING & TRADING LTD SHS Industrials 287.0 $6K 0.00% -16.0 -5.3% $22.55 +7.0%
825 LFUS LITTELFUSE INC COM Technology 19.0 $6K 0.00% +10.0 +111.1% $339.37 +30.8%
826 PRIM PRIMORIS SVCS CORP COM Industrials 45.0 $6K 0.00% +21.0 +87.5% $143.04 -25.4%
827 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 1,279.0 $6K 0.00% -17.0 -1.3% $5.03 +7.6%
828 ACI ALBERTSONS COMPANIES INC COMMON STOCK Consumer Defensive 376.0 $6K 0.00% +166.0 +79.0% $17.04 -4.5%
829 MATX MATSON INC COM Industrials 39.0 $6K 0.00% +20.0 +105.3% $163.95 +11.5%
830 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 75.0 $6K 0.00% +31.0 +70.5% $85.03
831 FTAI AVIATION LTD SHS 26.0 $6K 0.00% +15.0 +136.4% $245.00
832 SCCO SOUTHERN COPPER CORP COM Basic Materials 37.0 $6K 0.00% +17.0 +85.0% $172.05 +1.2%
833 VSCO VICTORIAS SECRET AND CO COMMON STOCK Consumer Cyclical 137.0 $6K 0.00% +33.0 +31.7% $46.36 +2.9%
834 AOS SMITH A O CORP COM Industrials 96.0 $6K 0.00% +41.0 +74.5% $65.94 -13.3%
835 PODD INSULET CORP COM Healthcare 30.0 $6K 0.00% -7.0 -18.9% $209.83 -25.4%
836 CDW CDW CORP COM Technology 52.0 $6K 0.00% +32.0 +160.0% $121.02 -11.7%
837 CNX CNX RES CORP COM Energy 163.0 $6K 0.00% +94.0 +136.2% $38.55 -7.8%
838 ACM AECOM COM Industrials 74.0 $6K 0.00% +15.0 +25.4% $84.82 -17.3%
839 FAF FIRST AMERN FINL CORP COM Financial Services 104.0 $6K 0.00% +57.0 +121.3% $60.29 +12.5%
840 PTC PTC INC COM Technology 44.0 $6K 0.00% +29.0 +193.3% $142.50 +3.8%
Page 42 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%