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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 18 of 27  ·  529 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 EBMT EAGLE BANCORP MONT INC COM Financial Services 15.0 $359.0 NEW $23.93 -5.7%
342 SXI STANDEX INTL CORP COM Industrials 1.0 $358.0 NEW $358.00 -14.3%
343 RGP RESOURCES CONNECTION INC COM Industrials 83.0 $353.0 NEW $4.25 +4.1%
344 SLQT SELECTQUOTE INC COM Financial Services 414.0 $348.0 NEW $0.84 +2.0%
345 BIPC BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A Utilities 9.0 $347.0 NEW $38.56 +2.3%
346 NNOX NANO X IMAGING LTD ORD SHS Healthcare 298.0 $346.0 NEW $1.16 -21.7%
347 WBTN WEBTOON ENTMT INC COM Technology 30.0 $343.0 NEW $11.43 -23.5%
348 IIIN INSTEEL INDS INC COM Industrials 11.0 $332.0 NEW $30.18 +1.3%
349 KREF KKR REAL ESTATE FIN TR INC COM Real Estate 48.0 $328.0 NEW $6.83 +11.5%
350 MAZE MAZE THERAPEUTICS INC COM Healthcare 11.0 $328.0 NEW $29.82 -1.3%
351 AARD AARDVARK THERAPEUTICS INC COM Healthcare 56.0 $323.0 NEW $5.77 +15.6%
352 BBSI BARRETT BUSINESS SVCS INC COM Industrials 9.0 $320.0 NEW $35.56 -5.8%
353 EXFY EXPENSIFY INC COM CL A Technology 179.0 $320.0 NEW $1.79 +49.1%
354 HCSG HEALTHCARE SVCS GROUP INC COM Healthcare 13.0 $319.0 NEW $24.54 -7.2%
355 OSPN ONESPAN INC COM Technology 22.0 $316.0 NEW $14.36 +9.6%
356 MMI MARCUS & MILLICHAP INC COM Real Estate 10.0 $312.0 NEW $31.20 +3.4%
357 AGH AUREUS GREENWAY HLDGS INC COM Consumer Cyclical 78.0 $311.0 NEW $3.99 +8.6%
358 CARL CARLSMED INC COM Healthcare 30.0 $311.0 NEW $10.37 +60.1%
359 CIVB CIVISTA BANCSHARES INC COM NO PAR Financial Services 11.0 $310.0 NEW $28.18 -3.0%
360 TTEC TTEC HLDGS INC COM Technology 157.0 $305.0 NEW $1.94 -24.8%
Page 18 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%