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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 39 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 LEIDOS HOLDINGS INC COM 99.0 $10K 0.00% -2.0 -2.0% $102.97
762 MRNA MODERNA INC COM Healthcare 145.0 $10K 0.00% +25.0 +20.8% $70.03 +107.2%
763 MORN MORNINGSTAR INC COM Financial Services 65.0 $10K 0.00% +61.0 +1525.0% $156.02 +38.4%
764 RHI ROBERT HALF INC. COM Industrials 330.0 $10K 0.00% +303.0 +1122.2% $30.70 +45.8%
765 ACAD ACADIA PHARMACEUTICALS INC COM Healthcare 399.0 $10K 0.00% +368.0 +1187.1% $25.30 +16.6%
766 DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 58.0 $10K 0.00% NEW $173.52 +2.3%
767 DAVE INC CLASS A COM NEW 27.0 $10K 0.00% +17.0 +170.0% $372.59
768 SN SHARKNINJA INC COM SHS Consumer Cyclical 66.0 $10K 0.00% +16.0 +32.0% $152.27 +18.7%
769 CMC COMMERCIAL METALS CO COM Basic Materials 160.0 $10K 0.00% +27.0 +20.3% $62.75 +5.7%
770 FTV FORTIVE CORP COM Technology 164.0 $10K 0.00% +2.0 +1.2% $61.09 -1.7%
771 BALL BALL CORP COM Consumer Cyclical 160.0 $10K 0.00% -25.0 -13.5% $62.40 +1.9%
772 ROIV ROIVANT SCIENCES LTD SHS Healthcare 282.0 $10K 0.00% +42.0 +17.5% $35.39 +2.6%
773 HAE HAEMONETICS CORP MASS COM Healthcare 133.0 $10K 0.00% +111.0 +504.6% $75.00 +45.1%
774 SCI SERVICE CORP INTL COM Consumer Cyclical 131.0 $10K 0.00% +41.0 +45.6% $75.96 +9.6%
775 EQH EQUITABLE HLDGS INC COM Financial Services 225.0 $10K 0.00% +12.0 +5.6% $43.88 +11.4%
776 ERAS ERASCA INC COM Healthcare 536.0 $10K 0.00% +319.0 +147.0% $18.32 -3.8%
777 BW BABCOCK & WILCOX ENTERPRISES COM Industrials 696.0 $10K 0.00% $14.10 -41.3%
778 ARCC ARES CAPITAL CORP COM Financial Services 529.0 $10K 0.00% $18.53 +7.5%
779 CSL CARLISLE COS INC COM Industrials 27.0 $10K 0.00% -4.0 -12.9% $362.74 +1.4%
780 AAOI APPLIED OPTOELECTRONICS INC COM Technology 66.0 $10K 0.00% +7.0 +11.9% $148.17 -15.8%
Page 39 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%