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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 35 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 MP MP MATERIALS CORP COM CL A Basic Materials 230.0 $13K 0.00% $56.01 +7.2%
682 RBC RBC BEARINGS INC COM Industrials 20.0 $13K 0.00% $644.05 -21.5%
683 PATH UIPATH INC CL A Technology 1,177.0 $13K 0.00% NEW $10.87 +50.8%
684 CIFR CIPHER DIGITAL INC COM Financial Services 522.0 $13K 0.00% $24.50 -35.7%
685 MTD METTLER TOLEDO INTERNATIONAL COM Healthcare 10.0 $13K 0.00% +2.0 +25.0% $1277.50 +9.2%
686 CG CARLYLE GROUP INC COM Financial Services 302.0 $13K 0.00% +168.0 +125.4% $42.11 +17.2%
687 VMI VALMONT INDS INC COM Industrials 22.0 $13K 0.00% +4.0 +22.2% $577.59 -15.9%
688 HWC HANCOCK WHITNEY CORPORATION COM Financial Services 168.0 $13K 0.00% +22.0 +15.1% $74.72 +0.9%
689 RIOT RIOT PLATFORMS INC COM Financial Services 458.0 $13K 0.00% +41.0 +9.8% $27.38 -27.6%
690 PAG PENSKE AUTOMOTIVE GRP INC COM Consumer Cyclical 70.0 $13K 0.00% +2.0 +2.9% $178.96 +21.2%
691 CR CRANE COMPANY COMMON STOCK Industrials 56.0 $12K 0.00% +27.0 +93.1% $223.07 -6.6%
692 FCNCA FIRST CTZNS BANCSHARES INC DEL CL A Financial Services 6.0 $12K 0.00% +1.0 +20.0% $2080.83 +4.9%
693 ROKU ROKU INC COM CL A Communication Services 90.0 $12K 0.00% +83.0 +1185.7% $138.14 +14.0%
694 EDIV STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF 302.0 $12K 0.00% NEW $40.96 +2.9%
695 AXON AXON ENTERPRISE INC COM Industrials 22.0 $12K 0.00% -5.0 -18.5% $560.59 +12.0%
696 TPL TEXAS PACIFIC LAND CORPORATION COM Energy 28.0 $12K 0.00% -12.0 -30.0% $437.64 -12.3%
697 SSNC SS&C TECH HLDGS COM Technology 197.0 $12K 0.00% +52.0 +35.9% $62.05 +33.7%
698 HYCROFT MINING HOLDING CORP CL A NEW 522.0 $12K 0.00% $23.40
699 CSGP COSTAR GROUP INC COM Real Estate 431.0 $12K 0.00% +409.0 +1859.1% $28.32 +13.9%
700 BEN FRANKLIN RESOURCES INC COM Financial Services 366.0 $12K 0.00% +64.0 +21.2% $33.27 +3.1%
Page 35 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%