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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 28 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 CF CF INDUSTRIES HOLD COM Basic Materials 177.0 $19K 0.00% -4.0 -2.2% $108.26 +19.8%
542 PSTG EVERPURE INC CL A 243.0 $19K 0.00% +173.0 +247.1% $78.79
543 ATO ATMOS ENERGY CORP COM Utilities 111.0 $19K 0.00% -24.0 -17.8% $172.27 -3.1%
544 FN FABRINET SHS Technology 34.0 $19K 0.00% $562.09 -22.3%
545 VMC VULCAN MATLS CO COM Basic Materials 64.0 $19K 0.00% +2.0 +3.2% $295.02 -6.4%
546 FEDEX FGHT HLDG CO INC COMMON STOCK 125.0 $19K 0.00% NEW $151.00
547 MUSA MURPHY USA INC COM Consumer Cyclical 35.0 $19K 0.00% +2.0 +6.1% $538.86 +5.7%
548 MCY MERCURY GENL CORP NEW COM Financial Services 175.0 $19K 0.00% +122.0 +230.2% $106.62 -0.9%
549 ARWR ARROWHEAD PHARMACEUTICALS INC COM Healthcare 228.0 $19K 0.00% +160.0 +235.3% $81.51 +6.9%
550 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 1,041.0 $18K 0.00% +366.0 +54.2% $17.73 -3.9%
551 EA ELECTRONIC ARTS INC COM Communication Services 90.0 $18K 0.00% +10.0 +12.5% $205.04 +2.3%
552 STNG SCORPIO TANKERS INC SHS Energy 266.0 $18K 0.00% +219.0 +466.0% $69.26 +13.3%
553 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 210.0 $18K 0.00% -30.0 -12.5% $87.22 +10.5%
554 FFIV F5 INC COM Technology 44.0 $18K 0.00% +1.0 +2.3% $415.95 -7.5%
555 MOH MOLINA HEALTHCARE INC COM Healthcare 80.0 $18K 0.00% +51.0 +175.9% $228.70 -12.4%
556 TEAM ATLASSIAN CORPORATION CL A Technology 235.0 $18K 0.00% +221.0 +1578.6% $77.79 +120.9%
557 AIZ ASSURANT INC COM Financial Services 67.0 $18K 0.00% +6.0 +9.8% $268.54 +5.8%
558 ACT ENACT HLDGS INC COM Financial Services 392.0 $18K 0.00% +95.0 +32.0% $45.71 +7.6%
559 RF REGIONS FINANCIAL CORP NEW COM Financial Services 593.0 $18K 0.00% +49.0 +9.0% $30.20 +0.7%
560 STE STERIS PLC SHS USD Healthcare 85.0 $18K 0.00% -2.0 -2.3% $210.56 +13.0%
Page 28 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%