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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 38 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 SUPN SUPERNUS PHARMACEUTICALS COM Healthcare 53.0 $2K +45.0 +562.5% $46.51 +2.5%
742 MCHI ISHARES MSCI CHINA ETF 48.0 $2K +22.0 +84.6% $51.02 +8.6%
743 FG F&G ANNUITIES & LIFE INC COMMON STOCK Financial Services 92.0 $2K +14.0 +17.9% $26.59 -15.5%
744 SM SM ENERGY COMPANY COM Energy 93.0 $2K +55.0 +144.7% $26.10 +44.3%
745 FXI ISHARES CHINA LARGE-CAP ETF 75.0 $2K +35.0 +87.5% $31.59 +12.8%
746 CNS COHEN & STEERS INC COM Financial Services 31.0 $2K +4.0 +14.8% $76.13 +6.2%
747 MC MOELIS & CO CL A Financial Services 36.0 $2K +12.0 +50.0% $65.42 +3.3%
748 RYTM RHYTHM PHARMACEUTICALS INC COM Healthcare 21.0 $2K +12.0 +133.3% $111.05 -0.6%
749 VISN VISTANCE NETWORKS INC COM Technology 182.0 $2K +7.0 +4.0% $12.78 -11.6%
750 MGM MGM RESORTS INTERNATIONAL COM Consumer Cyclical 49.0 $2K +31.0 +172.2% $47.33 -9.4%
751 TFSL TFS FINL CORP COM Financial Services 129.0 $2K +23.0 +21.7% $17.72 -1.3%
752 FFBC 1ST FINL BANCORP COM Financial Services 67.0 $2K +6.0 +9.8% $33.84 -2.7%
753 GAMESTOP CORP CL A 102.0 $2K +30.0 +41.7% $22.08
754 DNTH DIANTHUS THERAPEUTICS INC COM Healthcare 23.0 $2K +6.0 +35.3% $97.48 +11.1%
755 SFNC SIMMONS FIRST NATL CORP CL A $1 PAR Financial Services 99.0 $2K +8.0 +8.8% $22.65 +1.7%
756 CHCT COMMUNITY HEALTHCARE TR INC COM Real Estate 122.0 $2K +9.0 +8.0% $18.28 -18.6%
757 FATE FATE THERAPEUTICS INC COM Healthcare 822.0 $2K +395.0 +92.5% $2.70 -7.6%
758 IOT SAMSARA INC COM CL A Technology 68.0 $2K +51.0 +300.0% $32.43 +21.3%
759 OSCR OSCAR HEALTH INC CL A Healthcare 77.0 $2K +9.0 +13.2% $28.52 +16.0%
760 CPS COOPER-STANDARD HOLDINGS INC COM Consumer Cyclical 81.0 $2K +8.0 +11.0% $27.05 +2.2%
Page 38 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%