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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 59 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 CGEM CULLINAN THERAPEUTICS INC COM Healthcare 192.0 $3K 0.00% +134.0 +231.0% $14.21 -1.6%
1162 FULT FULTON FINL CORP PA COM Financial Services 134.0 $3K 0.00% +97.0 +262.2% $20.34 +5.2%
1163 MWA MUELLER WTR PRODS INC COM SER A Industrials 99.0 $3K 0.00% +61.0 +160.5% $27.49 -8.6%
1164 PFBC PREFERRED BK LOS ANGELES CA COM NEW Financial Services 30.0 $3K 0.00% $90.70 +4.4%
1165 TNGX TANGO THERAPEUTICS INC COM Healthcare 130.0 $3K 0.00% NEW $20.92 +0.7%
1166 JBLU JETBLUE AIRWAYS CORP COM Industrials 615.0 $3K 0.00% +551.0 +860.9% $4.42 +13.4%
1167 BANF BANCFIRST CORP COM Financial Services 25.0 $3K 0.00% +17.0 +212.5% $108.52 +2.6%
1168 SEI SOLARIS ENERGY INFRAS INC COM CL A Energy 48.0 $3K 0.00% +24.0 +100.0% $56.50 +26.5%
1169 CHRD CHORD ENERGY CORPORATION COM NEW Energy 19.0 $3K 0.00% +16.0 +533.3% $142.16 +0.5%
1170 ACLS AXCELIS TECHNOLOGIES INC COM NEW Technology 29.0 $3K 0.00% +4.0 +16.0% $93.07 +63.9%
1171 SAFEHOLD INC COM 198.0 $3K 0.00% $13.53
1172 TOST TOAST INC CL A Technology 101.0 $3K 0.00% +71.0 +236.7% $26.51 -12.0%
1173 ARVN ARVINAS INC COM Healthcare 252.0 $3K 0.00% $10.60 -14.1%
1174 DIOD DIODES INC COM Technology 39.0 $3K 0.00% +25.0 +178.6% $68.26 +41.1%
1175 ESS ESSEX PPTY TR INC COM Real Estate 11.0 $3K 0.00% $242.00 +13.1%
1176 VVV VALVOLINE INC COM Energy 79.0 $3K 0.00% +60.0 +315.8% $33.68 -1.2%
1177 CART MAPLEBEAR INC COM Consumer Cyclical 71.0 $3K 0.00% +36.0 +102.9% $37.46 +7.0%
1178 RRGB RED ROBIN GOURMET BURGERS INC COM Consumer Cyclical 906.0 $3K 0.00% $2.93 +55.3%
1179 PSN PARSONS CORP DEL COM Industrials 49.0 $3K 0.00% +31.0 +172.2% $54.16 -4.6%
1180 GRBK GREEN BRICK PARTNERS INC COM Consumer Cyclical 41.0 $3K 0.00% +20.0 +95.2% $64.44 +3.2%
Page 59 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%