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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 12 of 27  ·  529 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DOMO DOMO INC COM CL B Technology 285.0 $892.0 NEW $3.13 +21.4%
222 ALIGHT INC COM SHS CL A 1,590.0 $890.0 NEW $0.56
223 NEO NEOGENOMICS INC COM NEW Healthcare 60.0 $875.0 NEW $14.58 +16.4%
224 UMAC UNUSUAL MACHS INC COM SHS Financial Services 39.0 $870.0 NEW $22.31 +22.9%
225 ADVANTAGE SOLUTIONS INC COM NEW CL A 20.0 $865.0 NEW $43.25
226 KIDS ORTHOPEDIATRICS CORP COM Healthcare 45.0 $861.0 NEW $19.13 +34.1%
227 MNKD MANNKIND CORP COM NEW Healthcare 202.0 $861.0 NEW $4.26 -2.6%
228 DXPE DXP ENTERPRISES INC COM NEW Industrials 5.0 $844.0 NEW $168.80 +12.7%
229 QUAD QUAD / GRAPHICS INC COM CL A Industrials 99.0 $835.0 NEW $8.43 +22.4%
230 CNXC CONCENTRIX CORP COM Technology 37.0 $829.0 NEW $22.41 +13.4%
231 PAYSAFE LIMITED SHS 110.0 $822.0 NEW $7.47
232 RC READY CAPITAL CORP COM Real Estate 467.0 $817.0 NEW $1.75 +7.2%
233 DNA GINKGO BIOWORKS HOLDINGS INC CL A NEW Healthcare 82.0 $813.0 NEW $9.91 -25.5%
234 PALLADYNE AI CORP COM NEW 132.0 $803.0 NEW $6.08
235 ASPN ASPEN AEROGELS INC COM Industrials 126.0 $799.0 NEW $6.34 -18.4%
236 XRX XEROX HOLDINGS CORP COM NEW Technology 246.0 $770.0 NEW $3.13 -7.4%
237 SOLID BIOSCIENCES INC COM NEW 77.0 $769.0 NEW $9.99
238 BKV BKV CORP COM Energy 28.0 $766.0 NEW $27.36 -11.4%
239 BARNES & NOBLE ED INC COM NEW 61.0 $766.0 NEW $12.56
240 PMI PICARD MEDICAL INC COM SHS Healthcare 4,652.0 $761.0 NEW $0.16 +1868.4%
Page 12 of 27  ·  529 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%