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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 13 of 27  ·  529 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AHRT AH RLTY TR INC COM Financial Services 107.0 $758.0 NEW $7.08 -5.8%
242 NRC NRC HEALTH COM NEW Healthcare 35.0 $755.0 NEW $21.57 +2.9%
243 BY BYLINE BANCORP INC COM Financial Services 20.0 $753.0 NEW $37.65 +1.6%
244 KLC KINDERCARE LEARNING COMPANIES COM Consumer Defensive 177.0 $752.0 NEW $4.25 -35.3%
245 PCB PCB BANCORP COM Financial Services 26.0 $738.0 NEW $28.38 -2.2%
246 ZBIO ZENAS BIOPHARMA INC COM Healthcare 29.0 $736.0 NEW $25.38 +27.2%
247 GTY GETTY RLTY CORP NEW COM Real Estate 22.0 $734.0 NEW $33.36 -0.8%
248 QUINCE THERAPEUTICS INC COM 40.0 $728.0 NEW $18.20
249 TRT TRIO TECH INTL COM NEW Technology 59.0 $727.0 NEW $12.32 -10.7%
250 INN SUMMIT HOTEL PPTYS COM Real Estate 103.0 $722.0 NEW $7.01 -12.1%
251 NBHC NATIONAL BK HLDGS CORP CL A Financial Services 16.0 $711.0 NEW $44.44 -5.8%
252 KLRA KAILERA THERAPEUTICS INC COMMON STOCK Healthcare 32.0 $705.0 NEW $22.03 -22.1%
253 RNGR RANGER ENERGY SVCS INC COM CL A Energy 44.0 $704.0 NEW $16.00 +7.1%
254 UVSP UNIVEST FINANCIAL CORPORATION COM Financial Services 16.0 $700.0 NEW $43.75 -4.9%
255 ARKO ARKO CORP COM Consumer Cyclical 87.0 $699.0 NEW $8.03 -40.9%
256 SFIX STITCH FIX INC COM CL A Consumer Cyclical 170.0 $699.0 NEW $4.11 -18.8%
257 MAA MID-AMER APT CMNTYS INC COM Real Estate 5.0 $695.0 NEW $139.00 -5.5%
258 JOUT JOHNSON OUTDOORS INC CL A Consumer Cyclical 15.0 $691.0 NEW $46.07 +3.0%
259 UNIT UNITI GROUP LLC COM SHS Real Estate 60.0 $688.0 NEW $11.47 -13.1%
260 VTEX VTEX SHS CL A Technology 171.0 $684.0 NEW $4.00 -8.8%
Page 13 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%