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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 9 of 23  ·  454 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BKD BROOKDALE SR LIVING INC COM Healthcare 896.0 $14K 0.00% -82.0 -8.4% $16.09 -26.6%
162 AMT AMERICAN TOWER CORP COM Real Estate 88.0 $14K 0.00% -10.0 -10.2% $163.57 +7.4%
163 RIG TRANSOCEAN LTD REGISTERED SHS Energy 2,906.0 $14K 0.00% -126.0 -4.2% $4.89 +22.9%
164 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 54.0 $14K 0.00% -5.0 -8.5% $261.37 +30.5%
165 OMC OMNICOM GROUP INC COM Communication Services 183.0 $13K 0.00% -17.0 -8.5% $72.83 +19.6%
166 AMCOR PLC COM NEW 301.0 $13K 0.00% -10.0 -3.2% $43.35
167 DXCM DEXCOM INC COM Healthcare 193.0 $13K 0.00% -12.0 -5.8% $67.35 +34.0%
168 NDSN NORDSON CORP COM Industrials 43.0 $13K 0.00% -1.0 -2.3% $301.70 +10.9%
169 AXON AXON ENTERPRISE INC COM Industrials 22.0 $12K 0.00% -5.0 -18.5% $560.59 +9.6%
170 TPL TEXAS PACIFIC LAND CORPORATION COM Energy 28.0 $12K 0.00% -12.0 -30.0% $437.64 -15.6%
171 CMCSA COMCAST CORP NEW CL A Communication Services 494.0 $12K 0.00% -710.0 -59.0% $24.55 +7.6%
172 LPLA LPL FINL HLDGS INC COM Financial Services 43.0 $12K 0.00% -3.0 -6.5% $281.67 +25.7%
173 ES EVERSOURCE ENERGY COM Utilities 167.0 $12K 0.00% -2.0 -1.2% $72.27 -0.2%
174 INGERSOLL RAND INC COM 147.0 $12K 0.00% -32.0 -17.9% $81.99
175 XERS XERIS BIOPHARMA HOLDINGS INC COM Healthcare 1,500.0 $12K 0.00% -53.0 -3.4% $7.92 +8.6%
176 BBY BEST BUY INC COM Consumer Cyclical 155.0 $12K 0.00% -6.0 -3.7% $75.88 +13.0%
177 SNOW SNOWFLAKE INC COM SHS Technology 45.0 $11K 0.00% -1.0 -2.2% $254.51 +26.2%
178 AR ANTERO RESOURCES CORP COM Energy 325.0 $11K 0.00% -21.0 -6.1% $35.14 +7.2%
179 DG DOLLAR GEN CORP COM Consumer Defensive 99.0 $11K 0.00% -85.0 -46.2% $115.11 +4.8%
180 CCK CROWN HLDGS INC COM Consumer Cyclical 101.0 $11K 0.00% -12.0 -10.6% $111.82 +4.8%
Page 9 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 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%