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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 3 of 27  ·  529 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TNK TEEKAY TANKERS LTD CL A Energy 105.0 $7K 0.00% NEW $64.87 +39.7%
42 GRAL GRAIL INC COM Healthcare 99.0 $7K 0.00% NEW $68.27 +10.1%
43 FRSH FRESHWORKS INC CLASS A COM Technology 664.0 $7K 0.00% NEW $10.12 +29.2%
44 PZZA PAPA JOHNS INTL INC COM Consumer Cyclical 170.0 $6K 0.00% NEW $36.77 -36.9%
45 NTCT NETSCOUT SYS INC COM Technology 140.0 $6K 0.00% NEW $43.55 -11.4%
46 GDDY GODADDY INC CL A Technology 70.0 $6K 0.00% NEW $84.89 +15.9%
47 WABC WESTAMERICA BANCORPORATION COM Financial Services 99.0 $6K 0.00% NEW $58.67 -0.6%
48 DEI DOUGLAS EMMETT INC COM Real Estate 477.0 $6K 0.00% NEW $11.80 -0.6%
49 KN KNOWLES CORP COM Technology 132.0 $5K 0.00% NEW $41.48 -15.4%
50 ACVA ACV AUCTIONS INC COM CL A Consumer Cyclical 753.0 $5K 0.00% NEW $7.19 +3.7%
51 AMH AMERICAN HOMES 4 RENT CL A Real Estate 161.0 $5K 0.00% NEW $33.52 +1.8%
52 PLAB PHOTRONICS INC COM Technology 160.0 $5K 0.00% NEW $32.53 -4.7%
53 SCHL SCHOLASTIC CORP COM Communication Services 108.0 $5K 0.00% NEW $46.00 -11.6%
54 SONO SONOS INC COM Technology 363.0 $5K 0.00% NEW $13.53 +20.7%
55 IRWD IRONWOOD PHARMACEUTICALS INC COM CL A Healthcare 1,114.0 $5K 0.00% NEW $4.21 +3.0%
56 AMPL AMPLITUDE INC COM CL A Technology 613.0 $5K 0.00% NEW $7.65 +66.3%
57 BYND BEYOND MEAT INC COM Consumer Defensive 6,133.0 $5K 0.00% NEW $0.75 +1727.9%
58 THE BALDWIN INSURANCE GRP INC COM CL A 172.0 $5K 0.00% NEW $26.58
59 REX REX AMERICAN RES CORP COM Basic Materials 100.0 $5K 0.00% NEW $45.15 -2.3%
60 JBT MAREL CORPORATION COM 31.0 $4K 0.00% NEW $145.00
Page 3 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 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%