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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 103 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 KREF KKR REAL ESTATE FIN TR INC COM Real Estate 48.0 $328.0 NEW $6.83 +10.9%
2042 MAZE MAZE THERAPEUTICS INC COM Healthcare 11.0 $328.0 NEW $29.82 -1.3%
2043 AARD AARDVARK THERAPEUTICS INC COM Healthcare 56.0 $323.0 NEW $5.77 +18.2%
2044 BBSI BARRETT BUSINESS SVCS INC COM Industrials 9.0 $320.0 NEW $35.56 -5.6%
2045 EXFY EXPENSIFY INC COM CL A Technology 179.0 $320.0 NEW $1.79 +47.7%
2046 HCSG HEALTHCARE SVCS GROUP INC COM Healthcare 13.0 $319.0 NEW $24.54 -7.2%
2047 EPAM EPAM SYS INC COM Technology 4.0 $317.0 -8.0 -66.7% $79.25 +39.2%
2048 OSPN ONESPAN INC COM Technology 22.0 $316.0 NEW $14.36 +9.5%
2049 MMI MARCUS & MILLICHAP INC COM Real Estate 10.0 $312.0 NEW $31.20 +3.6%
2050 AGH AUREUS GREENWAY HLDGS INC COM Consumer Cyclical 78.0 $311.0 NEW $3.99 +8.6%
2051 CARL CARLSMED INC COM Healthcare 30.0 $311.0 NEW $10.37 +54.8%
2052 CIVB CIVISTA BANCSHARES INC COM NO PAR Financial Services 11.0 $310.0 NEW $28.18 -2.1%
2053 BHR BRAEMAR HOTELS & RESORTS INC COM Real Estate 142.0 $307.0 +82.0 +136.7% $2.16 -4.3%
2054 TTEC TTEC HLDGS INC COM Technology 157.0 $305.0 NEW $1.94 -29.5%
2055 FGMC FG MERGER II CORP COM Financial Services 30.0 $303.0 +12.0 +66.7% $10.10 -17.8%
2056 ABEONA THERAPEUTICS INC COM NEW 48.0 $297.0 NEW $6.19
2057 ACRS ACLARIS THERAPEUTICS INC COM Healthcare 56.0 $296.0 NEW $5.29 +21.3%
2058 ELF E L F BEAUTY INC COM Consumer Defensive 4.0 $296.0 -5.0 -55.6% $74.00 +37.8%
2059 FC FRANKLIN COVEY CO COM Industrials 12.0 $294.0 NEW $24.50 -17.2%
2060 BORR DRILLING LTD SHS 71.0 $293.0 NEW $4.13
Page 103 of 114  ·  2,271 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%