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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 43 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 LENNAR CORP CL B 10.0 $887.0 +2.0 +25.0% $88.70
842 QTRX QUANTERIX CORP COM Healthcare 201.0 $868.0 +95.0 +89.6% $4.32 -31.5%
843 SKILLSOFT CORP CL A 164.0 $850.0 +22.0 +15.5% $5.18
844 ZS ZSCALER INC COM Technology 6.0 $847.0 +2.0 +50.0% $141.17 +30.8%
845 HNST HONEST CO INC COM Consumer Cyclical 230.0 $842.0 +51.0 +28.5% $3.66 +37.1%
846 GBTG GLOBAL BUSINESS TRAVEL GROUP COM CL A Technology 89.0 $836.0 +56.0 +169.7% $9.39 +0.6%
847 DSP VIANT TECHNOLOGY INC COM CL A Technology 66.0 $836.0 +8.0 +13.8% $12.67 -0.6%
848 OI O-I GLASS INC COM Consumer Cyclical 86.0 $828.0 +24.0 +38.7% $9.63 -31.7%
849 STEP STEPSTONE GROUP INC COM CL A Financial Services 20.0 $827.0 +1.0 +5.3% $41.35 +20.6%
850 APPF APPFOLIO INC COM CL A Technology 5.0 $802.0 +4.0 +400.0% $160.40 +34.2%
851 AVXL ANAVEX LIFE SCIENCES CORP COM NEW Healthcare 299.0 $774.0 +182.0 +155.6% $2.59 +31.0%
852 OM OUTSET MED INC COM NEW Healthcare 176.0 $760.0 +22.0 +14.3% $4.32 -0.4%
853 PLUS EPLUS INC COM Technology 9.0 $749.0 +8.0 +800.0% $83.22 +4.0%
854 SILA SILA REALTY TRUST INC CLASS A Real Estate 24.0 $729.0 +2.0 +9.1% $30.38 -0.0%
855 OFLX OMEGA FLEX INC COM Industrials 22.0 $691.0 +4.0 +22.2% $31.41 -11.1%
856 ASST STRIVE INC CL A COM Communication Services 58.0 $633.0 +2.0 +3.6% $10.91 +35.0%
857 DTCX DATACENTREX INC COM Technology 346.0 $616.0 +157.0 +83.1% $1.78 +15.7%
858 BFST BUSINESS FIRST BANCSHARES INC COM Financial Services 19.0 $584.0 +14.0 +280.0% $30.74 +1.0%
859 TEADS HLDG CO COM 727.0 $558.0 +64.0 +9.7% $0.77
860 GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK Technology 181.0 $530.0 +138.0 +320.9% $2.93 +30.5%
Page 43 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%