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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 64 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 ABG ASBURY AUTOMOTIVE GROUP INC COM Consumer Cyclical 11.0 $2K -9.0 -45.0% $195.45 -5.2%
1262 ADT ADT INC DEL COM Industrials 327.0 $2K -22.0 -6.3% $6.57 +6.6%
1263 NVTS NAVITAS SEMICONDUCTOR CORP COM Technology 244.0 $2K $8.77 +178.0%
1264 FICO FAIR ISAAC CORP COM Technology 2.0 $2K -1.0 -33.3% $1067.50 +15.0%
1265 PBH PRESTIGE CONSMR HEALTHCARE INC COM Healthcare 36.0 $2K NEW $59.28 -18.6%
1266 FOX FOX CORP CL B COM Communication Services 40.0 $2K +25.0 +166.7% $53.10 +8.5%
1267 EWJ ISHARES MSCI JAPAN ETF 25.0 $2K -395.0 -94.0% $84.44 +8.2%
1268 WAFD WAFD INC COM Financial Services 67.0 $2K +49.0 +272.2% $31.40 +12.9%
1269 VC VISTEON CORP COM NEW Consumer Cyclical 23.0 $2K +9.0 +64.3% $91.13 +19.9%
1270 TRNO TERRENO RLTY CORP COM Real Estate 34.0 $2K $61.41 +7.7%
1271 LEU CENTRUS ENERGY CORP CL A Energy 12.0 $2K +3.0 +33.3% $173.58 +2.1%
1272 THO THOR INDS INC COM Consumer Cyclical 26.0 $2K +8.0 +44.4% $79.88 -6.4%
1273 SXT SENSIENT TECHNOLOGIES CORP COM Basic Materials 24.0 $2K +13.0 +118.2% $86.46 +32.0%
1274 FRONTVIEW REIT INC COM 134.0 $2K $15.47
1275 SOMNIGROUP INTERNATIONAL INC COM 28.0 $2K +9.0 +47.4% $73.93
1276 WSBC WESBANCO INC COM Financial Services 60.0 $2K +38.0 +172.7% $34.48 -0.9%
1277 CELC CELCUITY INC COM Healthcare 18.0 $2K NEW $114.17 +24.8%
1278 BWB BRIDGEWATER BANCSHARES INC COM Financial Services 116.0 $2K $17.70 +6.3%
1279 BWFG BANKWELL FINL GROUP INC COM Financial Services 42.0 $2K -1.0 -2.3% $48.52 +8.8%
1280 CPS COOPER-STANDARD HOLDINGS INC COM Consumer Cyclical 73.0 $2K $27.88 +0.5%
Page 64 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%