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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 90 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 LAW CS DISCO INC COM Technology 113.0 $432.0 -1K -91.7% $3.82 -5.2%
1782 OCUL OCULAR THERAPEUTIX INC COM Healthcare 51.0 $432.0 NEW $8.47 -2.4%
1783 SANA SANA BIOTECHNOLOGY INC COM Healthcare 149.0 $429.0 NEW $2.88 +8.7%
1784 TNYA TENAYA THERAPEUTICS INC COM Healthcare 616.0 $427.0 NEW $0.69 +16.1%
1785 CNC CENTENE CORP DEL COM Healthcare 13.0 $426.0 -150.0 -92.0% $32.77 +83.5%
1786 FTCI FTC SOLAR INC COM NEW Energy 112.0 $423.0 -148.0 -56.9% $3.78 +13.5%
1787 PLAY DAVE & BUSTERS ENTMT INC COM Communication Services 39.0 $422.0 +1.0 +2.6% $10.82 -4.3%
1788 CLPT CLEARPOINT NEURO INC COM Healthcare 46.0 $419.0 NEW $9.11 +23.5%
1789 RH RH COM Consumer Cyclical 3.0 $419.0 -25.0 -89.3% $139.67 -13.3%
1790 AD ARRAY DIGITAL INFRASTRUCTURE I COM Communication Services 9.0 $415.0 $46.11 +11.3%
1791 SUPN SUPERNUS PHARMACEUTICALS COM Healthcare 8.0 $414.0 +6.0 +300.0% $51.75 -6.2%
1792 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 45.0 $411.0 NEW $9.13 +2.7%
1793 AP AMPCO-PITTSBURG CORP COM Industrials 61.0 $410.0 NEW $6.72 +31.4%
1794 IVVD INVIVYD INC COM Healthcare 314.0 $408.0 NEW $1.30 -21.1%
1795 DT DYNATRACE INC COM NEW Technology 11.0 $407.0 NEW $37.00 +5.6%
1796 DTCX DATACENTREX INC COM Technology 189.0 $406.0 NEW $2.15 +1.0%
1797 BOW BOWHEAD SPECIALTY HLDGS INC COM SHS Financial Services 18.0 $404.0 -123.0 -87.2% $22.44 +28.5%
1798 WEN WENDYS CO COM Consumer Cyclical 58.0 $403.0 -507.0 -89.7% $6.95 +13.5%
1799 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 44.0 $397.0 NEW $9.02 +9.2%
1800 SAFE PRO GROUP INC COM 104.0 $396.0 NEW $3.81
Page 90 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%