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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 3 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 APH AMPHENOL CORP CL A Technology 1,494.0 $263K 0.05% +676.0 +82.6% $176.32 -11.5%
42 CSCO CISCO SYS INC COM Technology 2,131.0 $250K 0.05% +143.0 +7.2% $117.46 -5.9%
43 CB CHUBB LIMITED COM Financial Services 711.0 $242K 0.05% +136.0 +23.6% $340.74 +0.1%
44 ADI ANALOG DEVICES INC COM Technology 583.0 $232K 0.04% +150.0 +34.6% $397.17 -6.0%
45 FIX COMFORT SYS USA INC COM Industrials 108.0 $214K 0.04% +73.0 +208.6% $1981.95 -14.4%
46 GLW CORNING INC COM Technology 799.0 $204K 0.04% +418.0 +109.7% $255.43 -40.3%
47 QCOM QUALCOMM INC COM Technology 1,090.0 $201K 0.04% +54.0 +5.2% $184.79 -12.4%
48 GE GE AEROSPACE COM NEW Industrials 524.0 $196K 0.04% +374.0 +249.3% $373.73 -4.7%
49 PG PROCTER & GAMBLE CO COM Consumer Defensive 1,309.0 $192K 0.04% +17.0 +1.3% $146.64 -1.5%
50 DELL DELL TECHNOLOGIES INC CL C Technology 435.0 $188K 0.04% +61.0 +16.3% $431.46 +1.4%
51 KLAC KLA CORP COM NEW Technology 620.0 $187K 0.04% +579.0 +1412.2% $301.71 -37.9%
52 CARR CARRIER GLOBAL CORPORATION COM Industrials 2,457.0 $180K 0.04% +1K +84.5% $73.35 -16.6%
53 SNDK SANDISK CORP COM Technology 79.0 $180K 0.04% +13.0 +19.7% $2273.73 -31.0%
54 UNH UNITEDHEALTH GROUP INC COM Healthcare 411.0 $171K 0.03% +145.0 +54.5% $415.86 -6.6%
55 SPG SIMON PPTY GROUP INC NEW COM Real Estate 717.0 $160K 0.03% +70.0 +10.8% $223.65 -0.2%
56 TJX TJX COS INC NEW COM Consumer Cyclical 1,027.0 $156K 0.03% +195.0 +23.4% $151.50 -4.6%
57 GEV GE VERNOVA INC COM Utilities 128.0 $150K 0.03% +71.0 +124.6% $1174.86 -16.0%
58 LIN LINDE PLC SHS Basic Materials 284.0 $147K 0.03% +3.0 +1.1% $518.94 -7.3%
59 GM GENERAL MTRS CO COM Consumer Cyclical 1,841.0 $142K 0.03% +1K +142.6% $77.08 +10.2%
60 BLK BLACKROCK INC COM Financial Services 147.0 $141K 0.03% +5.0 +3.5% $961.56 +20.5%
Page 3 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 34.5%
Financial Services 15.3%
Industrials 9.5%
Healthcare 9.4%
Energy 8.5%
Communication Services 8.0%
Consumer Cyclical 7.4%
Consumer Defensive 3.4%
Utilities 1.9%
Real Estate 1.1%