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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 62 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 CBU COMMUNITY FINANCIAL SYSTEM INC COM Financial Services 41.0 $2K 0.00% +22.0 +115.8% $58.66 +7.7%
1222 KRMN KARMAN HLDGS INC COMMON STOCK Industrials 30.0 $2K 0.00% +10.0 +50.0% $80.07 -18.4%
1223 TYL TYLER TECHNOLOGIES INC COM Technology 7.0 $2K 0.00% -6.0 -46.1% $342.43 -7.4%
1224 KNSL KINSALE CAP GROUP INC COM Financial Services 7.0 $2K 0.00% $341.71 -8.7%
1225 BOH BANK HAWAII CORP COM Financial Services 32.0 $2K 0.00% +17.0 +113.3% $74.25 +5.2%
1226 ATOM ATOMERA INC COM Technology 620.0 $2K 0.00% +390.0 +169.6% $3.81 +123.4%
1227 CRC CALIFORNIA RES CORP COM STOCK Energy 34.0 $2K 0.00% +22.0 +183.3% $69.21 -10.0%
1228 RNST RENASANT CORP COM Financial Services 65.0 $2K 0.00% +45.0 +225.0% $36.12 +13.8%
1229 HTO H2O AMERICA COM Utilities 40.0 $2K 0.00% +35.0 +700.0% $58.67 -1.9%
1230 VAC MARRIOTT VACATIONS WORLDWIDE C COM Consumer Cyclical 36.0 $2K 0.00% +30.0 +500.0% $65.11 +13.5%
1231 LASR NLIGHT INC COM Technology 41.0 $2K 0.00% NEW $57.02 +34.0%
1232 HLIO HELIOS TECHNOLOGIES INC COM Industrials 36.0 $2K 0.00% NEW $64.72 +20.5%
1233 AVA AVISTA CORP COM Utilities 58.0 $2K 0.00% -104.0 -64.2% $40.14 +1.9%
1234 CROX CROCS INC COM Consumer Cyclical 28.0 $2K 0.00% +18.0 +180.0% $83.04 +31.2%
1235 MTN VAIL RESORTS INC COM Consumer Cyclical 18.0 $2K 0.00% +6.0 +50.0% $128.33 -1.1%
1236 FIBK FIRST INTST BANCSYSTEM INC COM Financial Services 69.0 $2K 0.00% +41.0 +146.4% $33.41 +5.4%
1237 AGNC AGNC INVT CORP COM Real Estate 229.0 $2K 0.00% $10.03 +2.3%
1238 CVBF CVB FINL CORP COM Financial Services 118.0 $2K 0.00% +83.0 +237.1% $19.39 +4.8%
1239 BRO BROWN & BROWN INC COM Financial Services 35.0 $2K 0.00% -31.0 -47.0% $65.20 -10.2%
1240 OTTR OTTER TAIL CORP COM Utilities 26.0 $2K 0.00% +19.0 +271.4% $87.77 -1.3%
Page 62 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%