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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 80 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 MBC MASTERBRAND INC COMMON STOCK Consumer Cyclical 93.0 $773.0 +61.0 +190.6% $8.31 -8.6%
1582 APOG APOGEE ENTERPRISES INC COM Industrials 23.0 $771.0 NEW $33.52 +5.3%
1583 AMSF AMERISAFE INC COM Financial Services 23.0 $767.0 $33.35 -6.1%
1584 SHC SOTERA HEALTH CO COM Healthcare 53.0 $760.0 +15.0 +39.5% $14.34 +8.4%
1585 KMT KENNAMETAL INC COM Industrials 21.0 $759.0 $36.14 -2.6%
1586 MQ MARQETA INC CLASS A COM Technology 182.0 $743.0 +130.0 +250.0% $4.08 -3.2%
1587 USAR USA RARE EARTH INC COM Basic Materials 49.0 $742.0 NEW $15.14 +49.0%
1588 ULH UNIVERSAL LOGISTICS HLDGS INC COM Industrials 35.0 $740.0 NEW $21.14 -33.4%
1589 CRESCENT BIOPHARMA INC. COM 40.0 $735.0 NEW $18.38
1590 CORZ CORE SCIENTIFIC INC NEW COM Technology 49.0 $733.0 NEW $14.96 +65.9%
1591 HUBS HUBSPOT INC COM Technology 3.0 $732.0 -2.0 -40.0% $244.00 -18.7%
1592 INDV INDIVIOR PHARMACEUTICALS INC COM Healthcare 24.0 $732.0 NEW $30.50 +22.8%
1593 TNET TRINET GROUP INC COM Industrials 20.0 $729.0 NEW $36.45 +16.9%
1594 UA UNDER ARMOUR INC CL C Consumer Cyclical 125.0 $724.0 NEW $5.79 -13.2%
1595 CTOS CUSTOM TRUCK ONE SOURCE INC COM CL A Industrials 110.0 $723.0 NEW $6.57 +40.6%
1596 CLNE CLEAN ENERGY FUELS CORP COM Energy 290.0 $719.0 $2.48 -18.1%
1597 SOLV SOLVENTUM CORP COM SHS Healthcare 11.0 $718.0 $65.27 +16.6%
1598 SLVM SYLVAMO CORP COMMON STOCK Basic Materials 17.0 $718.0 +1.0 +6.2% $42.24 -11.6%
1599 NUVL NUVALENT INC COM Healthcare 7.0 $717.0 $102.43 -1.2%
1600 POWI POWER INTEGRATIONS INC COM Technology 14.0 $717.0 $51.21 +35.0%
Page 80 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%