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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 71 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 CENTA CENTRAL GARDEN & PET CO CL A NON-VTG Consumer Defensive 44.0 $1K +26.0 +144.4% $32.41 +6.7%
1402 SBCF SEACOAST BKG CORP FLA COM NEW Financial Services 47.0 $1K +38.0 +422.2% $30.30 +1.1%
1403 RXO RXO INC COMMON STOCK Industrials 97.0 $1K +65.0 +203.1% $14.62 +63.1%
1404 ARES ARES MANAGEMENT CORPORATION CL A COM STK Financial Services 13.0 $1K -1.0 -7.1% $109.08 +13.7%
1405 AEHR AEHR TEST SYS COM Technology 38.0 $1K -22.0 -36.7% $37.08 +146.2%
1406 WOR WORTHINGTON ENTERPRISES INC COM Industrials 27.0 $1K +17.0 +170.0% $52.15 +4.8%
1407 ADUS ADDUS HOMECARE CORP COM Healthcare 15.0 $1K +8.0 +114.3% $93.67 -0.4%
1408 VOYG VOYAGER TECHNOLOGIES INC COM CL A Industrials 60.0 $1K $23.38 +70.8%
1409 ENPH ENPHASE ENERGY INC COM Energy 37.0 $1K +20.0 +117.7% $37.81 +64.9%
1410 STRO SUTRO BIOPHARMA INC COM SHS Healthcare 56.0 $1K $24.91 +25.0%
1411 MIR MIRION TECHNOLOGIES INC COM CL A Industrials 75.0 $1K +19.0 +33.9% $18.59 -5.3%
1412 SEALED AIR CORP NEW COM 33.0 $1K $42.06
1413 DXC DXC TECHNOLOGY CO COM Technology 110.0 $1K +9.0 +8.9% $12.57 -26.6%
1414 HWKN HAWKINS INC COM Basic Materials 9.0 $1K +8.0 +800.0% $153.56 -0.6%
1415 S SENTINELONE INC CL A Technology 107.0 $1K +42.0 +64.6% $12.88 +39.5%
1416 AZZ AZZ INC COM Industrials 11.0 $1K +8.0 +266.7% $125.09 +9.6%
1417 OLED UNIVERSAL DISPLAY CORP COM Technology 15.0 $1K NEW $91.67 -0.1%
1418 WY WEYERHAEUSER CO COM NEW Real Estate 56.0 $1K $24.43 -4.9%
1419 MC MOELIS & CO CL A Financial Services 24.0 $1K +17.0 +242.9% $57.00 +15.2%
1420 NMRK NEWMARK GROUP INC CL A Real Estate 91.0 $1K +57.0 +167.7% $14.99 -3.1%
Page 71 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%