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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 29 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 AXTA AXALTA COATING SYS LTD COM Basic Materials 168.0 $6K 0.00% +78.0 +86.7% $34.22 +5.8%
562 CWEN CLEARWAY ENERGY INC CL C Utilities 168.0 $6K 0.00% +29.0 +20.9% $34.18 -4.7%
563 PFS PROVIDENT FINL SVCS INC COM Financial Services 240.0 $6K 0.00% +184.0 +328.6% $23.64 +0.3%
564 SEADRILL LTD COM 150.0 $6K 0.00% +88.0 +141.9% $37.82
565 AMSC AMERICAN SUPERCONDUCTOR CORP SHS NEW Industrials 136.0 $6K 0.00% +118.0 +655.6% $41.51 -27.7%
566 QRVO QORVO INC COM Technology 60.0 $6K 0.00% +5.0 +9.1% $93.27 +2.5%
567 ATOM ATOMERA INC COM Technology 640.0 $6K 0.00% +20.0 +3.2% $8.71 -45.1%
568 USFR WISDOMTREE FLOATING RATE TREASURY FUND 110.0 $6K 0.00% +40.0 +57.1% $50.35 +0.3%
569 CVCO CAVCO INDS INC DEL COM Consumer Cyclical 9.0 $6K 0.00% +2.0 +28.6% $614.33 -5.2%
570 ASAN ASANA INC CL A Technology 789.0 $6K 0.00% +721.0 +1060.3% $7.00 +36.9%
571 LAUR LAUREATE ED INC COMMON STOCK Consumer Defensive 152.0 $6K 0.00% +8.0 +5.6% $36.32 +3.1%
572 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 715.0 $5K 0.00% +149.0 +26.3% $7.68 -22.7%
573 LBRT LIBERTY ENERGY INC COM CL A Energy 209.0 $5K 0.00% +10.0 +5.0% $26.19 -26.1%
574 PSMT PRICESMART INC COM Consumer Defensive 28.0 $5K 0.00% +2.0 +7.7% $195.36 -11.5%
575 SBAC SBA COMMUNICATIONS CORP CL A Real Estate 31.0 $5K 0.00% +16.0 +106.7% $176.45 +3.5%
576 NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS Consumer Cyclical 259.0 $5K 0.00% +35.0 +15.6% $21.11 -18.3%
577 CCI CROWN CASTLE INC COM Real Estate 72.0 $5K 0.00% +17.0 +30.9% $75.74 -0.3%
578 NXDR NEXTDOOR HOLDINGS INC COM CL A Communication Services 2,386.0 $5K 0.00% +344.0 +16.9% $2.27 +5.3%
579 NWSA NEWS CORP NEW CL A Communication Services 218.0 $5K 0.00% +20.0 +10.1% $24.83 +22.4%
580 ACA ARCOSA INC COM Industrials 37.0 $5K 0.00% +3.0 +8.8% $145.30 -0.3%
Page 29 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%