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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 17 of 27  ·  529 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BRCC BRC INC COM CL A Consumer Defensive 391.0 $434.0 NEW $1.11 -22.1%
322 TTGT TECHTARGET INC COM NEW Communication Services 120.0 $432.0 NEW $3.60 +5.7%
323 CODI COMPASS DIVERSIFIED SH BEN INT Industrials 40.0 $426.0 NEW $10.65 +11.8%
324 MEDIWOUND LTD SHS NEW 29.0 $426.0 NEW $14.69
325 MBI MBIA INC COM Financial Services 63.0 $411.0 NEW $6.52 -23.7%
326 AROW ARROW FINL CORP COM Financial Services 10.0 $410.0 NEW $41.00 -7.2%
327 FRPH FRP HLDGS INC COM Real Estate 16.0 $400.0 NEW $25.00 -10.8%
328 NFBK NORTHFIELD BANCORP INC DEL COM Financial Services 27.0 $398.0 NEW $14.74 +3.9%
329 VNDA VANDA PHARMACEUTICALS INC COM Healthcare 65.0 $398.0 NEW $6.12 -12.6%
330 AEYE AUDIOEYE INC COM NEW Technology 68.0 $395.0 NEW $5.81 +22.7%
331 CF BANKSHARES INC COM 12.0 $393.0 NEW $32.75
332 ALTG ALTA EQUIPMENT GROUP INC COMMON STOCK Industrials 60.0 $388.0 NEW $6.47 +0.7%
333 FRVO FERVO ENERGY CO CL A COM 13.0 $380.0 NEW $29.23 -41.6%
334 HRTX HERON THERAPEUTICS INC COM Healthcare 888.0 $379.0 NEW $0.43 -25.3%
335 AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS Technology 8.0 $379.0 NEW $47.38 -44.9%
336 CDZI CADIZ INC COM NEW Utilities 89.0 $372.0 NEW $4.18 -14.9%
337 SKYX SKYX PLATFORMS CORP COM Industrials 333.0 $368.0 NEW $1.11 +3.6%
338 WELLGISTICS HEALTH INC COM 118.0 $366.0 NEW $3.10
339 AIRS AIRSCULPT TECHNOLOGIES INC COM Healthcare 80.0 $360.0 NEW $4.50 -37.2%
340 IHRT IHEARTMEDIA INC COM CL A Communication Services 84.0 $360.0 NEW $4.29 -33.4%
Page 17 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%