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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 23 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 IPGP IPG PHOTONICS CORP COM Technology 236.0 $28K 0.01% +205.0 +661.3% $117.32 -37.6%
442 WEC WEC ENERGY GROUP INC COM Utilities 236.0 $28K 0.01% +49.0 +26.2% $116.77 -9.2%
443 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 301.0 $27K 0.01% -2.0 -0.7% $91.20 -16.6%
444 THC TENET HEALTHCARE CORP COM NEW Healthcare 146.0 $27K 0.01% +73.0 +100.0% $187.08 +50.1%
445 ODFL OLD DOMINION FREIGHT LINE INC COM Industrials 126.0 $27K 0.01% +1.0 +0.8% $216.60 -4.7%
446 RNR RENAISSANCERE HLDGS LTD COM Financial Services 86.0 $27K 0.01% -1.0 -1.1% $316.90 +2.1%
447 SLB SLB LIMITED COM STK Energy 586.0 $27K 0.01% $46.49 +15.9%
448 NBR NABORS INDUSTRIES LTD SHS Energy 324.0 $27K 0.01% $84.01 +10.0%
449 NSC NORFOLK SOUTHN CORP COM Industrials 86.0 $27K 0.01% +17.0 +24.6% $314.59 +11.5%
450 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 93.0 $27K 0.01% -12.0 -11.4% $290.59 -8.2%
451 MTB M & T BK CORP COM Financial Services 113.0 $27K 0.01% +23.0 +25.6% $238.01 +1.0%
452 AON AON PLC SHS CL A Financial Services 81.0 $27K 0.01% +7.0 +9.5% $331.69 +7.1%
453 PFG PRINCIPAL FINANCIAL GROUP INC COM Financial Services 248.0 $27K 0.01% +3.0 +1.2% $107.78 +2.8%
454 ICHR ICHOR HOLDINGS SHS Technology 238.0 $27K 0.01% $112.28 -46.4%
455 TWLO TWILIO INC CL A Communication Services 127.0 $26K 0.01% +3.0 +2.4% $206.33 +9.2%
456 LQDA LIQUIDIA CORPORATION COM NEW Healthcare 327.0 $26K 0.01% -12.0 -3.5% $79.73 -13.9%
457 GNRC GENERAC HLDGS INC COM Industrials 89.0 $26K 0.01% +45.0 +102.3% $292.81 -29.7%
458 EXC EXELON CORP COM Utilities 558.0 $26K 0.01% -198.0 -26.2% $46.62 -6.1%
459 A AGILENT TECHNOLOGIES INC COM Healthcare 195.0 $26K 0.01% +40.0 +25.8% $132.83 +19.6%
460 TEX TEREX CORP NEW COM Industrials 356.0 $26K 0.01% -14.0 -3.8% $72.39 -8.2%
Page 23 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%