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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 5 of 27  ·  529 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 OPTU OPTIMUM COMMUNICATIONS INC CL A Communication Services 2,419.0 $4K 0.00% NEW $1.45 -40.7%
82 HLF HERBALIFE LTD COM SHS Consumer Defensive 262.0 $3K 0.00% NEW $13.15 -5.3%
83 ORIC ORIC PHARMACEUTICALS INC COM Healthcare 314.0 $3K 0.00% NEW $10.83 +35.3%
84 MPT MEDICAL PROPERTIES TRUST INC COM Financial Services 711.0 $3K 0.00% NEW $4.62 -10.0%
85 ZYMEWORKS INC COM 116.0 $3K 0.00% NEW $26.14
86 AUPH AURINIA PHARMACEUTICALS INC COM Healthcare 178.0 $3K 0.00% NEW $16.97 -4.7%
87 BUR BURFORD CAP LTD ORD SHS Financial Services 733.0 $3K 0.00% NEW $4.10 +5.9%
88 NHC NATIONAL HEALTHCARE CORP COM Healthcare 14.0 $3K 0.00% NEW $211.36 +10.7%
89 BBNX BETA BIONICS INC COM Healthcare 187.0 $3K 0.00% NEW $15.67 +27.7%
90 BLBD BLUE BIRD CORP COM Consumer Cyclical 37.0 $3K 0.00% NEW $78.97 -20.8%
91 CYRX CRYOPORT INC COM PAR $0.001 Industrials 184.0 $3K 0.00% NEW $15.70 +3.9%
92 HTH HILLTOP HLDGS INC COM Financial Services 72.0 $3K 0.00% NEW $38.78 -0.7%
93 ESRT EMPIRE ST RLTY TR INC CL A Real Estate 513.0 $3K 0.00% NEW $5.41 -10.3%
94 MARQETA INC CL A COM 667.0 $3K 0.00% NEW $4.06
95 NEWSMAX INC COM SHS CLASS B 321.0 $3K 0.00% NEW $8.28
96 PTON PELOTON INTERACTIVE INC CL A COM Consumer Cyclical 446.0 $3K 0.00% NEW $5.91 -7.4%
97 SERVICE PPTYS TR COM NEW 1,558.0 $3K 0.00% NEW $1.69
98 IBEX IBEX LTD SHS NEW Technology 86.0 $3K 0.00% NEW $30.37 +17.8%
99 CRVL CORVEL CORP COM Financial Services 41.0 $3K NEW $62.51 +13.2%
100 BMBL BUMBLE INC COM CL A Technology 797.0 $3K NEW $3.20 -12.8%
Page 5 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%