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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 107 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 MED MEDIFAST INC COM Consumer Cyclical 18.0 $191.0 NEW $10.61 +9.5%
2122 OPCH OPTION CARE HEALTH INC COM NEW Healthcare 9.0 $189.0 -86.0 -90.5% $21.00 +11.9%
2123 LKFN LAKELAND FINL CORP COM Financial Services 3.0 $185.0 $61.67 -2.0%
2124 CURV TORRID HLDGS INC COM Consumer Cyclical 97.0 $181.0 NEW $1.87 +12.0%
2125 TSBK TIMBERLAND BANCORP INC COM Financial Services 4.0 $179.0 NEW $44.75 +3.5%
2126 SEVN SEVEN HILLS REALTY TRUST COM Real Estate 21.0 $177.0 NEW $8.43 -8.8%
2127 NPK INTERNATIONAL INC COM SHS 11.0 $175.0 $15.91
2128 DOUG DOUGLAS ELLIMAN INC COM Real Estate 98.0 $173.0 NEW $1.77 +9.3%
2129 THRM GENTHERM INC COM Consumer Cyclical 5.0 $171.0 -14.0 -73.7% $34.20 +18.9%
2130 TPB TURNING PT BRANDS INC COM Consumer Defensive 2.0 $170.0 $85.00 +2.0%
2131 LBRDK LIBERTY BROADBAND CORP COM SER C Communication Services 5.0 $166.0 -28.0 -84.8% $33.20 +8.5%
2132 ARAY ACCURAY INC DEL COM Healthcare 639.0 $165.0 NEW $0.26 +13.2%
2133 TRST TRUSTCO BK CORP N Y COM NEW Financial Services 3.0 $165.0 NEW $55.00 +4.0%
2134 BETTER HOME & FINANCE HOLDING COM NEW CL A 6.0 $165.0 NEW $27.50
2135 LFVN LIFEVANTAGE CORP COM NEW Consumer Defensive 26.0 $162.0 NEW $6.23 +6.7%
2136 SUNS SUNRISE RLTY TR INC COM Real Estate 20.0 $158.0 NEW $7.90 -3.5%
2137 ALTI ALTI GLOBAL INC CL A Financial Services 43.0 $155.0 NEW $3.60 +11.8%
2138 EE EXCELERATE ENERGY INC CL A COM Utilities 4.0 $152.0 -10.0 -71.4% $38.00 +3.6%
2139 XRN CHIRON REAL ESTATE INC COM NEW Financial Services 4.0 $150.0 NEW $37.50 -1.3%
2140 HAIN HAIN CELESTIAL GROUP INC COM Consumer Defensive 260.0 $146.0 NEW $0.56 +10.7%
Page 107 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 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%