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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 16 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 AIZ ASSURANT INC COM Financial Services 67.0 $18K 0.00% +6.0 +9.8% $268.54 +5.8%
302 ACT ENACT HLDGS INC COM Financial Services 392.0 $18K 0.00% +95.0 +32.0% $45.71 +8.1%
303 RF REGIONS FINANCIAL CORP NEW COM Financial Services 593.0 $18K 0.00% +49.0 +9.0% $30.20 +0.6%
304 PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW Healthcare 658.0 $18K 0.00% +23.0 +3.6% $27.19 +0.8%
305 CTAS CINTAS CORP COM Industrials 103.0 $18K 0.00% +2.0 +2.0% $170.08 +20.1%
306 CFR CULLEN FROST BANKERS INC COM Financial Services 113.0 $17K 0.00% +62.0 +121.6% $154.52 +6.5%
307 REGN REGENERON PHARMACEUTICALS COM Healthcare 28.0 $17K 0.00% +3.0 +12.0% $623.54 +34.0%
308 W WAYFAIR INC CL A Consumer Cyclical 188.0 $17K 0.00% +52.0 +38.2% $92.42 +9.6%
309 TDY TELEDYNE TECHNOLOGIES INC COM Technology 26.0 $17K 0.00% +1.0 +4.0% $666.88 -4.9%
310 UNM UNUM GROUP COM Financial Services 193.0 $17K 0.00% +12.0 +6.6% $89.40 -2.0%
311 DY DYCOM INDS INC COM Industrials 34.0 $17K 0.00% +7.0 +25.9% $505.59 -21.9%
312 MTG MGIC INVT CORP WIS COM Financial Services 609.0 $17K 0.00% +294.0 +93.3% $28.20 +9.6%
313 DVA DAVITA INC COM Healthcare 77.0 $17K 0.00% +1.0 +1.3% $222.48 -21.4%
314 ECG EVERUS CONSTR GROUP COM Industrials 102.0 $17K 0.00% +2.0 +2.0% $165.95 -23.3%
315 IESC IES HOLDINGS INC COM Industrials 23.0 $17K 0.00% +1.0 +4.5% $734.65 -5.8%
316 SYNA SYNAPTICS INC COM Technology 136.0 $17K 0.00% +109.0 +403.7% $124.23 -21.5%
317 FANG DIAMONDBACK ENERGY INC COM Energy 96.0 $17K 0.00% +2.0 +2.1% $175.78 +19.6%
318 BLOCK INC CL A 221.0 $17K 0.00% +72.0 +48.3% $76.00
319 INSW INTERNATIONAL SEAWAYS INC COM Energy 219.0 $17K 0.00% +166.0 +313.2% $76.59 +29.8%
320 HLI HOULIHAN LOKEY INC CL A Financial Services 123.0 $16K 0.00% +8.0 +7.0% $134.13 -4.0%
Page 16 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%