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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 105 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 GIL GILDAN ACTIVEWEAR INC COM Consumer Cyclical 5.0 $258.0 $51.60 +8.9%
2082 III INFORMATION SVCS GROUP INC COM Technology 62.0 $255.0 NEW $4.11 +19.9%
2083 XPERI INC COMMON STOCK 31.0 $255.0 NEW $8.23
2084 AD ARRAY DIGITAL INFRASTRUCTURE I COM Communication Services 7.0 $254.0 -2.0 -22.2% $36.29 -1.7%
2085 IOVA IOVANCE BIOTHERAPEUTICS INC COM Healthcare 61.0 $254.0 -161.0 -72.5% $4.16 +99.1%
2086 SOUNDTHINKING INC COM 28.0 $253.0 NEW $9.04
2087 NGNE NEUROGENE INC COM Healthcare 8.0 $252.0 NEW $31.50 +22.6%
2088 LUCD LUCID DIAGNOSTICS INC COM Healthcare 235.0 $251.0 NEW $1.07 -9.7%
2089 VSTS VESTIS CORPORATION COM SHS Industrials 17.0 $247.0 NEW $14.53 -12.7%
2090 CDXS CODEXIS INC COM Healthcare 108.0 $244.0 NEW $2.26 -26.1%
2091 NSIT INSIGHT ENTERPRISES INC COM Technology 2.0 $244.0 -8.0 -80.0% $122.00 +20.8%
2092 APARTMENT INVT & MGMT CO CL A 82.0 $244.0 NEW $2.98
2093 WK WORKIVA INC COM CL A Technology 5.0 $243.0 -4.0 -44.4% $48.60 +54.0%
2094 FMC FMC CORP COM NEW Basic Materials 21.0 $242.0 $11.52 -4.4%
2095 PRKS UNITED PARKS & RESORTS INC COM Consumer Cyclical 5.0 $239.0 $47.80 -5.2%
2096 PKBK PARKE BANCORP INC COM Financial Services 7.0 $232.0 NEW $33.14 +3.0%
2097 ELDN ELEDON PHARMACEUTICALS INC COM Healthcare 59.0 $232.0 NEW $3.93 -12.3%
2098 SYBT STOCK YDS BANCORP INC COM Financial Services 3.0 $229.0 +1.0 +50.0% $76.33 +7.3%
2099 TXNM ENERGY INC COM 4.0 $227.0 NEW $56.75
2100 MKTX MARKETAXESS HLDGS INC COM Financial Services 2.0 $227.0 -14.0 -87.5% $113.50 +42.8%
Page 105 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%