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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 65 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 AIR LEASE CORP CL A 31.0 $2K $64.94
1282 RNG RINGCENTRAL INC CL A Technology 54.0 $2K +46.0 +575.0% $37.19 +17.0%
1283 NOVT NOVANTA INC COM Technology 17.0 $2K +13.0 +325.0% $118.12 +31.1%
1284 NGVT INGEVITY CORP COM Basic Materials 28.0 $2K +19.0 +211.1% $71.21 -8.4%
1285 KWR QUAKER HOUGHTON COM Basic Materials 16.0 $2K +4.0 +33.3% $124.25 +12.0%
1286 JJSF J & J SNACK FOODS CORP COM Consumer Defensive 25.0 $2K +9.0 +56.2% $79.28 -7.0%
1287 FG F&G ANNUITIES & LIFE INC COMMON STOCK Financial Services 78.0 $2K +4.0 +5.4% $25.32 +9.0%
1288 UPST UPSTART HLDGS INC COM Financial Services 77.0 $2K -35.0 -31.2% $25.65 +12.4%
1289 PII POLARIS INC COM Consumer Cyclical 36.0 $2K +1.0 +2.9% $54.50 +15.7%
1290 CZFS CITIZENS FINL SVCS INC COM Financial Services 32.0 $2K $61.16 +5.9%
1291 GTX GARRETT MOTION INC COM Consumer Cyclical 107.0 $2K +80.0 +296.3% $18.17 +82.8%
1292 FRME FIRST MERCHANTS CORP COM Financial Services 50.0 $2K +38.0 +316.7% $38.74 +3.8%
1293 ATMU ATMUS FILTRATION TECHNOLOGIES COM Industrials 34.0 $2K +18.0 +112.5% $56.76 -14.7%
1294 GSAT GLOBALSTAR INC COM NEW Communication Services 29.0 $2K +20.0 +222.2% $66.41 +24.5%
1295 VNO VORNADO RLTY TR SH BEN INT Real Estate 74.0 $2K $25.99 +21.6%
1296 HOG HARLEY DAVIDSON INC COM Consumer Cyclical 95.0 $2K +35.0 +58.3% $20.22 +14.7%
1297 BBBY BED BATH & BEYOND INC COM Consumer Cyclical 413.0 $2K -161.0 -28.1% $4.64 +23.5%
1298 TFX TELEFLEX INCORPORATED COM Healthcare 16.0 $2K -8.0 -33.3% $119.62 +13.0%
1299 PLUG PLUG PWR INC COM NEW Industrials 845.0 $2K $2.26 +46.4%
1300 LIVN LIVANOVA PLC SHS Healthcare 30.0 $2K +18.0 +150.0% $63.57 +15.8%
Page 65 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%