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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 73 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 PEGA PEGASYSTEMS INC COM Technology 30.0 $1K +8.0 +36.4% $42.57 -19.5%
1442 LGIH LGI HOMES INC COM Consumer Cyclical 32.0 $1K -16.0 -33.3% $39.53 +16.9%
1443 HUBG HUB GROUP INC CL A Industrials 35.0 $1K +13.0 +59.1% $36.03 +12.9%
1444 PJT PJT PARTNERS INC COM CL A Financial Services 9.0 $1K +5.0 +125.0% $139.67 +11.2%
1445 SIRI SIRIUSXM HOLDINGS INC COMMON STOCK Communication Services 54.0 $1K NEW $23.20 +16.6%
1446 IRIDIUM COMMUNICATIONS INC COM 45.0 $1K NEW $27.73
1447 KMX CARMAX INC COM Consumer Cyclical 30.0 $1K NEW $41.57 -6.4%
1448 PVLA PALVELLA THERAPEUTICS INC NEW COM Healthcare 10.0 $1K +4.0 +66.7% $124.70 -7.4%
1449 STRA STRATEGIC ED INC COM Consumer Defensive 15.0 $1K +11.0 +275.0% $82.93 -3.5%
1450 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 35.0 $1K +15.0 +75.0% $35.49 -16.3%
1451 HAE HAEMONETICS CORP MASS COM Healthcare 22.0 $1K +12.0 +120.0% $56.36 +9.9%
1452 OUSTER INC COM NEW 67.0 $1K +26.0 +63.4% $18.37
1453 VEEV VEEVA SYS INC CL A COM Healthcare 7.0 $1K -12.0 -63.2% $175.71 -6.1%
1454 WDFC WD 40 CO COM Basic Materials 6.0 $1K -121.0 -95.3% $204.00 +2.0%
1455 RVLV REVOLVE GROUP INC CL A Consumer Cyclical 54.0 $1K $22.61 -17.5%
1456 IBIO INC CON NEW 638.0 $1K +207.0 +48.0% $1.90
1457 LOANDEPOT INC COM CL A 846.0 $1K $1.42
1458 LFST LIFESTANCE HEALTH GROUP INC COM Healthcare 188.0 $1K +141.0 +300.0% $6.37 +17.1%
1459 MSEX MIDDLESEX WTR CO COM Utilities 23.0 $1K -65.0 -73.9% $52.04 -0.6%
1460 CYTK CYTOKINETICS INC COM NEW Healthcare 18.0 $1K +13.0 +260.0% $65.89 +18.5%
Page 73 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%