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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 8 of 27  ·  529 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NXRT NEXPOINT RESIDENTIAL TR INC COM Real Estate 58.0 $2K NEW $27.91 -13.8%
142 ENTA ENANTA PHARMACEUTICALS INC COM Healthcare 111.0 $2K NEW $14.58 -7.3%
143 XP XP INC CL A Financial Services 99.0 $2K NEW $16.26 +1.6%
144 CMCO COLUMBUS MCKINNON CORP N Y COM Industrials 106.0 $2K NEW $15.13 +16.9%
145 MANE VERADERMICS INC COMMON STOCK Healthcare 13.0 $2K NEW $122.92 -9.5%
146 PDM PIEDMONT REALTY TRUST INC COM CL A Real Estate 173.0 $2K NEW $9.15 +4.7%
147 EIKN EIKON THERAPEUTICS INC COM Healthcare 121.0 $2K NEW $13.05 -8.0%
148 PAHC PHIBRO ANIMAL HEALTH CORP CL A COM Healthcare 50.0 $2K NEW $31.40 +12.9%
149 EMBC EMBECTA CORP COMMON STOCK Healthcare 478.0 $2K NEW $3.26 +66.3%
150 COUR COURSERA INC COM Consumer Defensive 273.0 $2K NEW $5.64 +3.7%
151 VTS VITESSE ENERGY INC COMMON STOCK Energy 97.0 $2K NEW $15.77 +6.6%
152 ASC ARDMORE SHIPPING CORP COM Industrials 109.0 $2K NEW $14.01 +31.3%
153 PNRG PRIMEENERGY RESOURCES CORP COM Energy 9.0 $2K NEW $166.89 +27.8%
154 SITM SITIME CORP COM Technology 2.0 $1K NEW $745.50 -17.0%
155 SPIRE GLOBAL INC COM CL A NEW 80.0 $1K NEW $18.60
156 CLDT CHATHAM LODGING TR COM Real Estate 112.0 $1K NEW $13.23 +0.3%
157 RALLIANT CORP COM 20.0 $1K NEW $73.65
158 MSBI MIDLAND STATES BANCORP INC COM Financial Services 47.0 $1K NEW $31.15 +3.7%
159 MYGN MYRIAD GENETICS INC COM Healthcare 256.0 $1K NEW $5.71 -44.1%
160 VREX VAREX IMAGING CORP COM Healthcare 140.0 $1K NEW $10.43 +77.0%
Page 8 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%