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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 12 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 UAL UNITED AIRLS HLDGS INC COM Industrials 530.0 $72K 0.01% +222.0 +72.1% $135.99 -17.5%
222 ED CONSOLIDATED EDISON INC COM Utilities 646.0 $71K 0.01% +39.0 +6.4% $110.63 -2.0%
223 DHR DANAHER CORP DEL COM Healthcare 373.0 $71K 0.01% $190.48 +14.3%
224 SAP SAP SE SPON ADR Technology 452.0 $70K 0.01% -25.0 -5.2% $154.11 +40.7%
225 CNC CENTENE CORP DEL COM Healthcare 1,084.0 $70K 0.01% +1K +8238.5% $64.19 +0.7%
226 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 1,205.0 $69K 0.01% +542.0 +81.8% $57.62 +15.3%
227 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 719.0 $69K 0.01% +351.0 +95.4% $96.12 -50.6%
228 GDXJ VANECK JUNIOR GOLD MINERS ETF 703.0 $69K 0.01% $98.25 +30.8%
229 EME EMCOR GROUP INC COM Industrials 83.0 $69K 0.01% +45.0 +118.4% $829.88 -4.8%
230 KEEL KEEL INFRASTRUCTURE CORP COM SHS Technology 11,905.0 $68K 0.01% NEW $5.74 -43.7%
231 WELL WELLTOWER INC COM Real Estate 300.0 $68K 0.01% +8.0 +2.7% $226.97 +4.6%
232 BIIB BIOGEN INC COM Healthcare 315.0 $68K 0.01% +246.0 +356.5% $216.06 +0.9%
233 FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW Industrials 284.0 $67K 0.01% +141.0 +98.6% $237.33 +1.9%
234 MTZ MASTEC INC COM Industrials 162.0 $67K 0.01% +91.0 +128.2% $416.06 -35.6%
235 NOC NORTHROP GRUMMAN CORP COM Industrials 131.0 $67K 0.01% +1.0 +0.8% $509.31 +12.3%
236 CVNA CARVANA CO CL A Consumer Cyclical 1,011.0 $67K 0.01% +823.0 +437.8% $65.82 +6.4%
237 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 115.0 $66K 0.01% +1.0 +0.9% $576.70 -8.2%
238 PFFD GLOBAL X U.S. PREFERRED ETF 3,544.0 $66K 0.01% $18.69 -1.4%
239 DOV DOVER CORP COM Industrials 294.0 $66K 0.01% +155.0 +111.5% $224.28 -9.7%
240 CPB THE CAMPBELLS COMPANY COM Consumer Defensive 2,916.0 $65K 0.01% +3K +2906.2% $22.27 +5.4%
Page 12 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%