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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 93 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 PEPG PEPGEN INC COM Healthcare 112.0 $198.0 NEW $1.77 -21.9%
1842 ASGN ASGN INC COM Technology 5.0 $194.0 -3.0 -37.5% $38.80 -53.7%
1843 FGNX FG NEXUS INC. COM Financial Services 38.0 $190.0 NEW $5.00 +29.6%
1844 MCW MISTER CAR WASH INC COM Consumer Cyclical 27.0 $188.0 NEW $6.96 +2.0%
1845 GBTG GLOBAL BUSINESS TRAVEL GROUP COM CL A Technology 33.0 $184.0 -33.0 -50.0% $5.58 +69.3%
1846 FGMC FG MERGER II CORP COM Financial Services 18.0 $182.0 $10.11 +2.1%
1847 MSTX DEFIANCE DAILY TARGET 2X LONG MSTR ETF 9.0 $176.0 NEW $19.56 +56.1%
1848 TPB TURNING PT BRANDS INC COM Consumer Defensive 2.0 $174.0 $87.00 +2.5%
1849 DKNG DRAFTKINGS INC NEW COM CL A Consumer Cyclical 8.0 $173.0 -53.0 -86.9% $21.62 +15.6%
1850 LKFN LAKELAND FINL CORP COM Financial Services 3.0 $172.0 +1.0 +50.0% $57.33 +0.9%
1851 NBTB NBT BANCORP INC COM Financial Services 4.0 $170.0 +3.0 +300.0% $42.50 +5.4%
1852 WAY WAYSTAR HLDG CORP COM Technology 7.0 $169.0 NEW $24.14 -25.7%
1853 PRKS UNITED PARKS & RESORTS INC COM Consumer Cyclical 5.0 $163.0 NEW $32.60 +10.8%
1854 NPK INTERNATIONAL INC COM SHS 11.0 $159.0 $14.45
1855 APPF APPFOLIO INC COM CL A Technology 1.0 $158.0 -18.0 -94.7% $158.00 +1.2%
1856 DIGITALBRIDGE GROUP INC CL A NEW 10.0 $154.0 $15.40
1857 LBRDA LIBERTY BROADBAND CORP COM SER A Communication Services 3.0 $151.0 NEW $50.33 -34.5%
1858 COMP COMPASS INC CL A Technology 20.0 $146.0 -4K -99.5% $7.30 +8.4%
1859 BHR BRAEMAR HOTELS & RESORTS INC COM Real Estate 60.0 $142.0 $2.37 +3.9%
1860 TRIP TRIPADVISOR INC COM Consumer Cyclical 13.0 $139.0 -19.0 -59.4% $10.69 -10.9%
Page 93 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%