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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 4 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MS MORGAN STANLEY COM NEW Financial Services 674.0 $141K 0.03% +23.0 +3.5% $209.04 +1.0%
62 VRT VERTIV HOLDINGS CO COM CL A Industrials 415.0 $139K 0.03% +185.0 +80.4% $334.82 -22.7%
63 WFC WELLS FARGO & CO COM Financial Services 1,676.0 $139K 0.03% +37.0 +2.3% $82.64 +2.6%
64 JCI JOHNSON CTLS INTL PLC SHS Industrials 905.0 $132K 0.03% +499.0 +122.9% $146.11 -1.1%
65 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 2,867.0 $129K 0.03% +2K +419.4% $45.11 +17.9%
66 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 134.0 $129K 0.03% +35.0 +35.4% $965.00 -11.7%
67 DAL DELTA AIR LINES INC COM NEW Industrials 1,325.0 $124K 0.02% +861.0 +185.6% $93.66 -13.1%
68 TT TRANE TECHNOLOGIES PLC SHS Industrials 248.0 $122K 0.02% +147.0 +145.5% $491.16 -7.7%
69 TECHNIPFMC PLC COM 1,714.0 $114K 0.02% +1K +333.9% $66.30
70 TPR TAPESTRY INC COM Consumer Cyclical 753.0 $110K 0.02% +485.0 +181.0% $146.38 -11.7%
71 KO COCA COLA CO COM Consumer Defensive 1,353.0 $110K 0.02% +25.0 +1.9% $81.27 +12.7%
72 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 329.0 $109K 0.02% +228.0 +225.7% $330.46 -0.2%
73 TXN TEXAS INSTRS INC COM Technology 351.0 $105K 0.02% +13.0 +3.9% $298.07 -10.7%
74 BK BANK OF NY MELLON CORP COM Financial Services 691.0 $100K 0.02% +17.0 +2.5% $144.61 -1.9%
75 ANET ARISTA NETWORKS INC COM SHS Technology 587.0 $100K 0.02% +260.0 +79.5% $169.88 +9.6%
76 SCHW SCHWAB CHARLES CORP COM Financial Services 1,079.0 $100K 0.02% +357.0 +49.5% $92.27 +20.4%
77 CI THE CIGNA GROUP COM Healthcare 356.0 $98K 0.02% +17.0 +5.0% $275.68 +0.2%
78 CSX CSX CORP COM Industrials 1,968.0 $94K 0.02% +567.0 +40.5% $47.53 +7.7%
79 COHR COHERENT CORP COM Technology 235.0 $93K 0.02% +3.0 +1.3% $394.47 -27.3%
80 ORCL ORACLE CORP COM Technology 619.0 $91K 0.02% +136.0 +28.2% $146.55 -3.1%
Page 4 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%