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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 68 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 CNS COHEN & STEERS INC COM Financial Services 27.0 $2K NEW $62.56 +15.3%
1342 AEO AMERICAN EAGLE OUTFITTERS INC COM Consumer Cyclical 101.0 $2K +39.0 +62.9% $16.70 -0.9%
1343 RUSHB RUSH ENTERPRISES INC CL B Consumer Cyclical 26.0 $2K +13.0 +100.0% $64.35 +1.8%
1344 BROS DUTCH BROS INC CL A Consumer Cyclical 33.0 $2K -711.0 -95.6% $50.67 +5.5%
1345 LUNR INTUITIVE MACHINES INC CLASS A COM Industrials 90.0 $2K $18.56 +84.5%
1346 CALX CALIX INC COM Technology 34.0 $2K -10.0 -22.7% $49.00 -21.6%
1347 EOSE EOS ENERGY ENTERPRISES INC COM CL A Industrials 335.0 $2K +169.0 +101.8% $4.96 +64.7%
1348 LBRDK LIBERTY BROADBAND CORP COM SER C Communication Services 33.0 $2K NEW $50.30 -30.7%
1349 GAMESTOP CORP CL A 72.0 $2K NEW $23.04
1350 CHH CHOICE HOTELS INTL INC COM Consumer Cyclical 16.0 $2K +11.0 +220.0% $103.50 +7.7%
1351 CNK CINEMARK HLDGS INC COM Communication Services 58.0 $2K NEW $28.52 -6.7%
1352 ESAB ESAB CORPORATION COM Industrials 17.0 $2K +5.0 +41.7% $96.65 -5.7%
1353 AMR ALPHA METALLURGICAL RESOUR INC COM Energy 8.0 $2K +4.0 +100.0% $205.25 -16.1%
1354 FIS FIDELITY NATL INFORMATION SVCS COM Technology 35.0 $2K -59.0 -62.8% $46.91 -7.0%
1355 PD PAGERDUTY INC COM Technology 264.0 $2K NEW $6.21 +13.6%
1356 DOX AMDOCS LTD SHS Technology 25.0 $2K -15.0 -37.5% $65.28 -4.5%
1357 EPAM EPAM SYS INC COM Technology 12.0 $2K $135.42 -23.8%
1358 GEF GREIF INC CL A Consumer Cyclical 24.0 $2K +18.0 +300.0% $67.08 -4.4%
1359 CC CHEMOURS CO COM Basic Materials 73.0 $2K +28.0 +62.2% $22.03 -2.7%
1360 GO GROCERY OUTLET HLDG CORP COM Consumer Defensive 228.0 $2K -206.0 -47.5% $7.05 +13.6%
Page 68 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%