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Portfolio (Quarterly) Guide ↗

Fortitude Family Office, LLC

· CIK 0001950506
13F Portfolio $430M AUM Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1919 New
Page 9 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 UNH UNITEDHEALTH GROUP INC COM Healthcare 465.0 $154K 0.04% NEW $330.11 +16.3%
162 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS Technology 488.0 $148K 0.04% NEW $303.89 +31.9%
163 SO SOUTHERN CO COM Utilities 1,671.0 $146K 0.03% NEW $87.20 +7.6%
164 PRFZ INVESCO RAFI US 1500 SMALL-MID ETF 3,114.0 $143K 0.03% NEW $45.89 +9.2%
165 VZ VERIZON COMMUNICATIONS INC COM Communication Services 3,429.0 $140K 0.03% NEW $40.73 +17.0%
166 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 3,333.0 $132K 0.03% NEW $39.59 +8.8%
167 PGR PROGRESSIVE CORP COM Financial Services 577.0 $131K 0.03% NEW $227.72 -11.1%
168 MS MORGAN STANLEY COM NEW Financial Services 734.0 $130K 0.03% NEW $177.53 +11.2%
169 PH PARKER-HANNIFIN CORP COM Industrials 148.0 $130K 0.03% NEW $878.96 -2.5%
170 COP CONOCOPHILLIPS COM Energy 1,378.0 $129K 0.03% NEW $93.61 +31.2%
171 KLAC KLA CORP COM NEW Technology 100.0 $122K 0.03% NEW $1215.08 +49.4%
172 SPG SIMON PPTY GROUP INC NEW COM Real Estate 647.0 $120K 0.03% NEW $185.11 +9.7%
173 PNW PINNACLE WEST CAP CORP COM Utilities 1,348.0 $120K 0.03% NEW $88.70 +14.9%
174 KRNT KORNIT DIGITAL LTD SHS Industrials 8,164.0 $117K 0.03% NEW $14.38 -1.1%
175 PM PHILIP MORRIS INTL INC COM Consumer Defensive 723.0 $116K 0.03% NEW $160.40 +16.8%
176 SAP SAP SE SPON ADR Technology 477.0 $116K 0.03% NEW $242.91 -26.8%
177 SMR NUSCALE PWR CORP CL A COM Utilities 8,167.0 $116K 0.03% NEW $14.17 -26.0%
178 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 787.0 $115K 0.03% NEW $146.58 -8.4%
179 NOW SERVICENOW INC COM Technology 750.0 $115K 0.03% NEW $153.19 -33.5%
180 SWK STANLEY BLACK & DECKER INC COM Industrials 1,517.0 $113K 0.03% NEW $74.28 +1.7%
Page 9 of 96  ·  1,919 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 27.7%
Financial Services 19.9%
Industrials 14.7%
Healthcare 8.0%
Consumer Cyclical 7.2%
Communication Services 7.2%
Energy 7.0%
Consumer Defensive 5.7%
Utilities 1.2%
Real Estate 1.0%