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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 44 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 SIG SIGNET JEWELERS LIMITED SHS Consumer Cyclical 70.0 $6K 0.00% +25.0 +55.6% $84.64 -7.2%
862 TKR TIMKEN CO COM Industrials 58.0 $6K 0.00% +38.0 +190.0% $100.57 +16.5%
863 RLI RLI CORP COM Financial Services 102.0 $6K 0.00% +24.0 +30.8% $57.04 -7.7%
864 WMK WEIS MKTS INC COM Consumer Defensive 85.0 $6K 0.00% +76.0 +844.4% $68.39 +5.4%
865 QBTS D-WAVE QUANTUM INC COM Technology 400.0 $6K 0.00% -30.0 -7.0% $14.43 +33.7%
866 BKH BLACK HILLS CORP COM Utilities 83.0 $6K 0.00% +43.0 +107.5% $69.41 +6.8%
867 SWK STANLEY BLACK & DECKER INC COM Industrials 81.0 $6K 0.00% -1K -94.7% $71.06 +5.5%
868 ICICI BANK LIMITED ADR 222.0 $6K 0.00% $25.90
869 LBRT LIBERTY ENERGY INC COM CL A Energy 199.0 $6K 0.00% +87.0 +77.7% $28.80 +14.2%
870 DAN DANA INC COM Consumer Cyclical 169.0 $6K 0.00% +100.0 +144.9% $33.65 +0.6%
871 LKQ LKQ CORP COM Consumer Cyclical 193.0 $6K 0.00% +112.0 +138.3% $29.37 -8.5%
872 APTIV PLC COM SHS 81.0 $6K 0.00% +35.0 +76.1% $69.44
873 NXST NEXSTAR MEDIA GROUP INC COMMON STOCK Communication Services 31.0 $6K 0.00% +15.0 +93.8% $180.84 +4.7%
874 ORA ORMAT TECHNOLOGIES INC COM Utilities 50.0 $6K 0.00% +24.0 +92.3% $111.92 +19.6%
875 SANM SANMINA CORP COM Technology 43.0 $6K 0.00% +21.0 +95.5% $129.65 +78.3%
876 LEA LEAR CORP COM NEW Consumer Cyclical 46.0 $6K 0.00% +29.0 +170.6% $121.09 +14.3%
877 CPA COPA HOLDINGS SA CL A Industrials 49.0 $6K 0.00% +17.0 +53.1% $113.61 +20.6%
878 COLM COLUMBIA SPORTSWEAR CO COM Consumer Cyclical 101.0 $6K 0.00% +40.0 +65.6% $54.81 +12.0%
879 REZI RESIDEO TECHNOLOGIES INC COM Industrials 164.0 $6K 0.00% +100.0 +156.2% $33.71 -14.2%
880 MTDR MATADOR RES CO COM Energy 87.0 $5K 0.00% +68.0 +357.9% $63.18 -11.2%
Page 44 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%