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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 18 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 561.0 $15K 0.00% +27.0 +5.1% $26.66 +7.1%
342 CMS CMS ENERGY CORP COM Utilities 195.0 $15K 0.00% +4.0 +2.1% $76.50 -10.8%
343 PINNACLE FINL PARTNERS INC COM 146.0 $15K 0.00% +17.0 +13.2% $100.88
344 ASB ASSOCIATED BANC-CORP COM Financial Services 477.0 $15K 0.00% +355.0 +291.0% $30.77 +0.2%
345 FLR FLUOR CORP COM Industrials 280.0 $15K 0.00% +181.0 +182.8% $52.39 +0.1%
346 AKAM AKAMAI TECHNOLOGIES INC COM Technology 124.0 $15K 0.00% +7.0 +6.0% $118.21 -6.6%
347 EVRG EVERGY INC COM Utilities 169.0 $15K 0.00% +6.0 +3.7% $86.43 -6.4%
348 TTC TORO CO COM Industrials 149.0 $15K 0.00% +66.0 +79.5% $97.42 +2.1%
349 DKS DICKS SPORTING GOODS INC COM Consumer Cyclical 64.0 $15K 0.00% +3.0 +4.9% $226.81 -19.2%
350 MARA MARA HOLDINGS INC COM Financial Services 1,045.0 $15K 0.00% +984.0 +1613.1% $13.89 -18.9%
351 ALLE ALLEGION PLC ORD SHS Industrials 103.0 $14K 0.00% +44.0 +74.6% $140.49 +15.5%
352 MOD MODINE MFG CO COM Consumer Cyclical 54.0 $14K 0.00% +5.0 +10.2% $267.02 -26.0%
353 FSLR FIRST SOLAR INC COM Energy 61.0 $14K 0.00% +26.0 +74.3% $235.97 -9.2%
354 LII LENNOX INTL INC COM Industrials 25.0 $14K 0.00% +2.0 +8.7% $572.96 -29.7%
355 KHC KRAFT HEINZ CO COM Consumer Defensive 598.0 $14K 0.00% +176.0 +41.7% $23.62 +8.3%
356 DAR DARLING INGREDIENTS INC COM Consumer Defensive 258.0 $14K 0.00% +138.0 +115.0% $54.62 +20.4%
357 RRX REGAL REXNORD CORPORATION COM Industrials 59.0 $14K 0.00% +6.0 +11.3% $238.19 -30.2%
358 MSCI MSCI INC COM Financial Services 25.0 $14K 0.00% +4.0 +19.1% $560.04 +0.6%
359 HUM HUMANA INC COM Healthcare 35.0 $14K 0.00% +30.0 +600.0% $397.23 -4.6%
360 AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A Healthcare 800.0 $14K 0.00% +34.0 +4.4% $17.31 +3.5%
Page 18 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%