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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 30 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SABR SABRE CORP COM Consumer Cyclical 2,541.0 $5K 0.00% +2K +502.1% $2.09 +0.5%
582 FIBK FIRST INTST BANCSYSTEM INC COM Financial Services 136.0 $5K 0.00% +67.0 +97.1% $38.56 -2.8%
583 FLY FIREFLY AEROSPACE INC COM Industrials 177.0 $5K 0.00% +7.0 +4.1% $29.40 -16.8%
584 TNET TRINET GROUP INC COM Industrials 105.0 $5K 0.00% +85.0 +425.0% $49.49 +42.4%
585 HGV HILTON GRAND VACATIONS INC COM Consumer Cyclical 99.0 $5K 0.00% +18.0 +22.2% $52.37 -13.9%
586 PTC PTC INC COM Technology 45.0 $5K 0.00% +1.0 +2.3% $113.60 +36.2%
587 ROAD CONSTRUCTION PARTNERS INC COM CL A Industrials 43.0 $5K 0.00% +9.0 +26.5% $118.77 -5.6%
588 GTX GARRETT MOTION INC COM Consumer Cyclical 140.0 $5K 0.00% +33.0 +30.8% $36.23 -26.5%
589 BROWN FORMAN CORP CL B 190.0 $5K 0.00% +44.0 +30.1% $26.65
590 CWT CALIFORNIA WTR SVC GROUP COM Utilities 104.0 $5K 0.00% +50.0 +92.6% $48.65 +1.8%
591 PB PROSPERITY BANCSHARES INC COM Financial Services 69.0 $5K 0.00% +7.0 +11.3% $73.03 -0.4%
592 HUBG HUB GROUP INC CL A Industrials 115.0 $5K 0.00% +80.0 +228.6% $43.79 -7.0%
593 BTSG BRIGHTSPRING HEALTH SVCS INC COM Healthcare 72.0 $5K 0.00% +11.0 +18.0% $69.74 -15.6%
594 SMTC SEMTECH CORP COM Technology 31.0 $5K 0.00% +11.0 +55.0% $161.84 -23.3%
595 CZR CAESARS ENTERTAINMENT INC NEW COM Consumer Cyclical 165.0 $5K 0.00% +147.0 +816.7% $30.18 -1.4%
596 AWR AMER STATES WTR CO COM Utilities 60.0 $5K 0.00% +31.0 +106.9% $82.63 +7.3%
597 FBK FB FINL CORP COM Financial Services 89.0 $5K 0.00% +68.0 +323.8% $55.35 +6.0%
598 PCTY PAYLOCITY HLDG CORP COM Technology 47.0 $5K 0.00% +38.0 +422.2% $104.53 +46.7%
599 DRS LEONARDO DRS INC COM Industrials 115.0 $5K 0.00% +9.0 +8.5% $42.67 -4.6%
600 HXL HEXCEL CORP NEW COM Industrials 49.0 $5K 0.00% +6.0 +13.9% $100.06 -6.2%
Page 30 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%