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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 8 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 146.0 $51K 0.01% +68.0 +87.2% $350.07 -10.2%
142 CIEN CIENA CORP COM NEW Technology 104.0 $51K 0.01% +4.0 +4.0% $490.56 -19.2%
143 RL RALPH LAUREN CORP CL A Consumer Cyclical 127.0 $51K 0.01% +93.0 +273.5% $401.41 -7.5%
144 VRSN VERISIGN INC COM Technology 202.0 $51K 0.01% +162.0 +405.0% $251.56 +10.0%
145 TDG TRANSDIGM GROUP INC COM Industrials 38.0 $51K 0.01% +6.0 +18.8% $1332.05 -9.7%
146 ROST ROSS STORES INC COM Consumer Cyclical 234.0 $50K 0.01% +21.0 +9.9% $212.85 +8.1%
147 NTRA NATERA INC COM Healthcare 183.0 $50K 0.01% +156.0 +577.8% $271.45 +21.7%
148 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 920.0 $49K 0.01% +520.0 +130.0% $53.10 +20.6%
149 IXC ISHARES GLOBAL ENERGY ETF 988.0 $49K 0.01% +14.0 +1.4% $49.13 +19.7%
150 APA APA CORPORATION COM Energy 1,489.0 $48K 0.01% +409.0 +37.9% $32.57 +36.5%
151 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 478.0 $48K 0.01% +74.0 +18.3% $100.28 -5.1%
152 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 129.0 $48K 0.01% +3.0 +2.4% $370.59 -3.8%
153 CW CURTISS WRIGHT CORP COM Industrials 63.0 $48K 0.01% +7.0 +12.5% $757.76 -13.7%
154 HAL HALLIBURTON CO COM Energy 1,404.0 $48K 0.01% +429.0 +44.0% $33.95 +4.4%
155 VLO VALERO ENERGY CORP COM Energy 183.0 $48K 0.01% +51.0 +38.6% $260.44 +32.7%
156 AEP AMERICAN ELEC PWR CO INC COM Utilities 346.0 $47K 0.01% +184.0 +113.6% $136.81 -7.6%
157 VTRS VIATRIS INC COM Healthcare 2,964.0 $47K 0.01% +2K +194.1% $15.88 +1.5%
158 ULTA ULTA BEAUTY INC COM Consumer Cyclical 103.0 $46K 0.01% +67.0 +186.1% $450.98 +15.9%
159 OTIS OTIS WORLDWIDE CORP COM Industrials 648.0 $46K 0.01% +305.0 +88.9% $71.60 +0.3%
160 SMR NUSCALE PWR CORP CL A COM Utilities 4,528.0 $45K 0.01% +4K +406.5% $10.03 -11.6%
Page 8 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%