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Portfolio (Quarterly) Guide ↗

Fortitude Family Office, LLC

· CIK 0001950506
13F Portfolio $516M AUM 2,276 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 529 New 867 Added 454 Reduced 144 Exited
Page 15 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FCFS FIRSTCASH HOLDINGS INC COM Financial Services 93.0 $20K 0.00% +15.0 +19.2% $216.32 +3.1%
282 ORI OLD REP INTL CORP COM Financial Services 491.0 $20K 0.00% +233.0 +90.3% $40.92 +2.2%
283 GPC GENUINE PARTS CO COM Consumer Cyclical 170.0 $20K 0.00% +8.0 +4.9% $117.98 +13.5%
284 BURL BURLINGTON STORES INC COM Consumer Cyclical 63.0 $20K 0.00% +1.0 +1.6% $316.79 +3.9%
285 XPO XPO INC COM Industrials 95.0 $20K 0.00% +4.0 +4.4% $205.29 -3.4%
286 RPM RPM INTL INC COM Basic Materials 175.0 $19K 0.00% +15.0 +9.4% $111.15 -3.3%
287 OMF ONEMAIN HLDGS INC COM Financial Services 317.0 $19K 0.00% +187.0 +143.8% $60.97 +3.6%
288 ALAB ASTERA LABS INC COM Technology 40.0 $19K 0.00% +32.0 +400.0% $483.02 -41.3%
289 CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES Technology 71.0 $19K 0.00% +5.0 +7.6% $271.94 -16.2%
290 PSTG EVERPURE INC CL A 243.0 $19K 0.00% +173.0 +247.1% $78.79
291 VMC VULCAN MATLS CO COM Basic Materials 64.0 $19K 0.00% +2.0 +3.2% $295.02 -6.3%
292 MUSA MURPHY USA INC COM Consumer Cyclical 35.0 $19K 0.00% +2.0 +6.1% $538.86 +4.7%
293 MCY MERCURY GENL CORP NEW COM Financial Services 175.0 $19K 0.00% +122.0 +230.2% $106.62 -1.4%
294 ARWR ARROWHEAD PHARMACEUTICALS INC COM Healthcare 228.0 $19K 0.00% +160.0 +235.3% $81.51 +5.8%
295 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 1,041.0 $18K 0.00% +366.0 +54.2% $17.73 -4.3%
296 EA ELECTRONIC ARTS INC COM Communication Services 90.0 $18K 0.00% +10.0 +12.5% $205.04 +2.3%
297 STNG SCORPIO TANKERS INC SHS Energy 266.0 $18K 0.00% +219.0 +466.0% $69.26 +13.9%
298 FFIV F5 INC COM Technology 44.0 $18K 0.00% +1.0 +2.3% $415.95 -7.9%
299 MOH MOLINA HEALTHCARE INC COM Healthcare 80.0 $18K 0.00% +51.0 +175.9% $228.70 -12.6%
300 TEAM ATLASSIAN CORPORATION CL A Technology 235.0 $18K 0.00% +221.0 +1578.6% $77.79 +120.0%
Page 15 of 44  ·  867 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 36.0%
Financial Services 14.1%
Industrials 9.9%
Healthcare 9.8%
Energy 8.9%
Consumer Cyclical 7.7%
Communication Services 5.9%
Consumer Defensive 3.6%
Utilities 1.9%
Real Estate 1.1%