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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 33 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 MARA MARA HOLDINGS INC COM Financial Services 1,045.0 $15K 0.00% +984.0 +1613.1% $13.89 -18.9%
642 ALLE ALLEGION PLC ORD SHS Industrials 103.0 $14K 0.00% +44.0 +74.6% $140.49 +15.5%
643 MOD MODINE MFG CO COM Consumer Cyclical 54.0 $14K 0.00% +5.0 +10.2% $267.02 -26.0%
644 BKD BROOKDALE SR LIVING INC COM Healthcare 896.0 $14K 0.00% -82.0 -8.4% $16.09 -26.7%
645 AMT AMERICAN TOWER CORP COM Real Estate 88.0 $14K 0.00% -10.0 -10.2% $163.57 +7.5%
646 FSLR FIRST SOLAR INC COM Energy 61.0 $14K 0.00% +26.0 +74.3% $235.97 -9.2%
647 LII LENNOX INTL INC COM Industrials 25.0 $14K 0.00% +2.0 +8.7% $572.96 -29.7%
648 RIG TRANSOCEAN LTD REGISTERED SHS Energy 2,906.0 $14K 0.00% -126.0 -4.2% $4.89 +21.1%
649 KHC KRAFT HEINZ CO COM Consumer Defensive 598.0 $14K 0.00% +176.0 +41.7% $23.62 +8.3%
650 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 54.0 $14K 0.00% -5.0 -8.5% $261.37 +30.8%
651 DAR DARLING INGREDIENTS INC COM Consumer Defensive 258.0 $14K 0.00% +138.0 +115.0% $54.62 +20.4%
652 RRX REGAL REXNORD CORPORATION COM Industrials 59.0 $14K 0.00% +6.0 +11.3% $238.19 -30.2%
653 MSCI MSCI INC COM Financial Services 25.0 $14K 0.00% +4.0 +19.1% $560.04 +0.6%
654 LC HAPPEN INC COM NEW Financial Services 673.0 $14K 0.00% $20.74 -7.4%
655 HUM HUMANA INC COM Healthcare 35.0 $14K 0.00% +30.0 +600.0% $397.23 -4.6%
656 AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A Healthcare 800.0 $14K 0.00% +34.0 +4.4% $17.31 +3.5%
657 FIVE FIVE BELOW INC COM Consumer Cyclical 77.0 $14K 0.00% +9.0 +13.2% $179.79 +39.2%
658 EWBC EAST WEST BANCORP INC COM Financial Services 107.0 $14K 0.00% +3.0 +2.9% $129.09 +0.7%
659 AES AES CORP COM Utilities 942.0 $14K 0.00% +282.0 +42.7% $14.66 +0.7%
660 MUR MURPHY OIL CORP COM Energy 422.0 $14K 0.00% +204.0 +93.6% $32.56 +14.9%
Page 33 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%