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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 16 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 129.0 $48K 0.01% +3.0 +2.4% $370.59 -3.8%
302 CW CURTISS WRIGHT CORP COM Industrials 63.0 $48K 0.01% +7.0 +12.5% $757.76 -14.7%
303 HAL HALLIBURTON CO COM Energy 1,404.0 $48K 0.01% +429.0 +44.0% $33.95 +4.0%
304 VLO VALERO ENERGY CORP COM Energy 183.0 $48K 0.01% +51.0 +38.6% $260.44 +32.9%
305 AEP AMERICAN ELEC PWR CO INC COM Utilities 346.0 $47K 0.01% +184.0 +113.6% $136.81 -9.2%
306 VTRS VIATRIS INC COM Healthcare 2,964.0 $47K 0.01% +2K +194.1% $15.88 +1.9%
307 ULTA ULTA BEAUTY INC COM Consumer Cyclical 103.0 $46K 0.01% +67.0 +186.1% $450.98 +15.3%
308 OTIS OTIS WORLDWIDE CORP COM Industrials 648.0 $46K 0.01% +305.0 +88.9% $71.60 +0.3%
309 BPOP POPULAR INC COM NEW Financial Services 282.0 $46K 0.01% NEW $164.18 +3.1%
310 AEE AMEREN CORP COM Utilities 403.0 $46K 0.01% -10.0 -2.4% $113.04 -3.9%
311 SMR NUSCALE PWR CORP CL A COM Utilities 4,528.0 $45K 0.01% +4K +406.5% $10.03 -7.1%
312 IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 500.0 $45K 0.01% $90.60 +12.8%
313 WM WASTE MGMT INC DEL COM Industrials 200.0 $45K 0.01% -8.0 -3.9% $222.88 +0.6%
314 EOG EOG RES INC COM Energy 335.0 $43K 0.01% -17.0 -4.8% $129.73 +17.5%
315 WAB WABTEC COM Industrials 161.0 $43K 0.01% +102.0 +172.9% $269.60 +8.7%
316 FORM FORMFACTOR INC COM Technology 269.0 $43K 0.01% +166.0 +161.2% $159.93 -31.0%
317 ITT ITT INC COM Industrials 216.0 $43K 0.01% +165.0 +323.5% $197.76 +5.0%
318 WWD WOODWARD INC COM Industrials 100.0 $43K 0.01% -6.0 -5.7% $425.44 -19.4%
319 HDV ISHARES CORE HIGH DIVIDEND ETF 1,550.0 $42K 0.01% +1K +216.3% $27.41 +9.1%
320 RGLD ROYAL GOLD INC COM Basic Materials 212.0 $42K 0.01% +121.0 +133.0% $199.61 +28.6%
Page 16 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%