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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 10 of 23  ·  454 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VSCO VICTORIAS SECRET AND CO COMMON STOCK Consumer Cyclical 135.0 $11K 0.00% -2.0 -1.5% $83.48 +9.6%
182 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 102.0 $11K 0.00% -10.0 -8.9% $109.77 +0.0%
183 KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW Industrials 221.0 $11K 0.00% -59.0 -21.1% $49.86 +17.1%
184 FHN FIRST HORIZON CORPORATION COM Financial Services 405.0 $10K 0.00% -6.0 -1.5% $25.64 -4.2%
185 LEIDOS HOLDINGS INC COM 99.0 $10K 0.00% -2.0 -2.0% $102.97
186 BALL BALL CORP COM Consumer Cyclical 160.0 $10K 0.00% -25.0 -13.5% $62.40 +1.6%
187 CSL CARLISLE COS INC COM Industrials 27.0 $10K 0.00% -4.0 -12.9% $362.74 +1.0%
188 ASTS AST SPACEMOBILE INC COM CL A Technology 110.0 $10K 0.00% -12.0 -9.8% $88.86 -22.4%
189 MOOG INC CL A 23.0 $10K 0.00% -1.0 -4.2% $423.83
190 NFG NATIONAL FUEL GAS CO COM Energy 126.0 $10K 0.00% -9.0 -6.7% $77.21 +7.8%
191 ALK ALASKA AIR GROUP INC COM Industrials 183.0 $10K 0.00% -8.0 -4.2% $52.20 -22.9%
192 KVUE KENVUE INC COM Consumer Defensive 498.0 $10K 0.00% -118.0 -19.2% $19.11 +0.0%
193 AM ANTERO MIDSTREAM CORP COM Energy 408.0 $9K 0.00% -10.0 -2.4% $22.75 -2.3%
194 FNF FIDELITY NATL FINL INC COM SHS Financial Services 196.0 $9K 0.00% -12.0 -5.8% $47.16 +0.5%
195 PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 397.0 $9K 0.00% -1K -71.6% $23.18 +8.8%
196 FE FIRSTENERGY CORP COM Utilities 192.0 $9K 0.00% -45.0 -19.0% $47.54 -2.8%
197 ELAN ELANCO ANIMAL HEALTH INC COM Healthcare 367.0 $9K 0.00% -68.0 -15.6% $24.61 -2.2%
198 SJM SMUCKER J M CO COM NEW Consumer Defensive 80.0 $9K 0.00% -16.0 -16.7% $112.50 +10.2%
199 CALM CAL MAINE FOODS INC COM NEW Consumer Defensive 110.0 $9K 0.00% -27.0 -19.7% $80.56 +5.1%
200 RRC RANGE RES CORP COM Energy 238.0 $9K 0.00% -24.0 -9.2% $37.19 +10.8%
Page 10 of 23  ·  454 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%