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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 86 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 WK WORKIVA INC COM CL A Technology 9.0 $537.0 -2.0 -18.2% $59.67 -18.6%
1702 DEA EASTERLY GOVT PPTYS INC COM SHS Real Estate 25.0 $536.0 $21.44 +11.4%
1703 KNTK KINETIK HOLDINGS INC COM NEW CL A Energy 11.0 $533.0 NEW $48.45 +3.5%
1704 BFLY BUTTERFLY NETWORK INC COM CL A Healthcare 132.0 $533.0 NEW $4.04 +10.9%
1705 THRM GENTHERM INC COM Consumer Cyclical 19.0 $528.0 $27.79 +12.3%
1706 NTST NETSTREIT CORP COM Real Estate 28.0 $527.0 $18.82 +9.6%
1707 INSTIL BIO INC COM NEW 64.0 $527.0 NEW $8.23
1708 OUTLOOK THERAPEUTICS INC COM 2,554.0 $526.0 +2K +502.4% $0.21
1709 HNST HONEST CO INC COM Consumer Cyclical 179.0 $526.0 $2.94 +8.6%
1710 PENN PENN ENTERTAINMENT INC COM Consumer Cyclical 35.0 $526.0 NEW $15.03 +11.1%
1711 UTZ UTZ BRANDS INC COM CL A Consumer Defensive 66.0 $523.0 NEW $7.92 -2.6%
1712 PACK RANPAK HOLDINGS CORP COM CL A Consumer Cyclical 146.0 $521.0 -181.0 -55.4% $3.57 +73.2%
1713 SUNB SUNBELT RENTALS HOLDINGS INC SHS Financial Services 8.0 $521.0 NEW $65.12 +14.2%
1714 ARRY ARRAY TECHNOLOGIES INC COM SHS Energy 72.0 $521.0 -83.0 -53.5% $7.24 +13.3%
1715 SILA SILA REALTY TRUST INC CLASS A Real Estate 22.0 $521.0 -21K -99.9% $23.68 +27.7%
1716 FDMT 4D MOLECULAR THERAPEUTICS INC COM Healthcare 56.0 $521.0 NEW $9.30 -6.6%
1717 AMWD AMERICAN WOODMARK CORP COM Consumer Cyclical 13.0 $518.0 NEW $39.85 -3.6%
1718 FIVN FIVE9 INC COM Technology 34.0 $516.0 NEW $15.18 +43.9%
1719 TRNS TRANSCAT INC COM Industrials 7.0 $514.0 NEW $73.43 -7.6%
1720 FATE FATE THERAPEUTICS INC COM Healthcare 427.0 $512.0 -93.0 -17.9% $1.20 +75.1%
Page 86 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%