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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 42 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR Financial Services 357.0 $9K 0.00% $25.06 +15.9%
822 SEB SEABOARD CORP DEL COM Industrials 2.0 $9K 0.00% $4464.50 -4.6%
823 TCBI TEXAS CAP BANCSHARES INC COM Financial Services 86.0 $9K 0.00% $103.26 -4.8%
824 CALM CAL MAINE FOODS INC COM NEW Consumer Defensive 110.0 $9K 0.00% -27.0 -19.7% $80.56 +2.8%
825 RRC RANGE RES CORP COM Energy 238.0 $9K 0.00% -24.0 -9.2% $37.19 +10.4%
826 DOW DOW HLDGS INC COM Basic Materials 323.0 $9K 0.00% +167.0 +107.0% $27.36 +18.2%
827 LASR NLIGHT INC COM Technology 126.0 $9K 0.00% +85.0 +207.3% $69.62 -31.9%
828 VRNS VARONIS SYS INC COM Technology 209.0 $9K 0.00% NEW $41.96 -1.7%
829 WEBULL CORP ORD SHS 1,345.0 $9K 0.00% NEW $6.52
830 RKT ROCKET COS INC COM CL A Financial Services 555.0 $9K 0.00% +48.0 +9.5% $15.75 -11.6%
831 SMURFIT WESTROCK PLC SHS 188.0 $9K 0.00% -25.0 -11.7% $46.26
832 AFG AMERICAN FINANCIAL GROUP INC COM Financial Services 62.0 $9K 0.00% -3.0 -4.6% $139.94 +2.7%
833 WCN WASTE CONNECTIONS INC COM Industrials 52.0 $9K 0.00% +47.0 +940.0% $166.69 +1.6%
834 ENS ENERSYS COM Industrials 37.0 $9K 0.00% +2.0 +5.7% $233.81 -18.8%
835 LFUS LITTELFUSE INC COM Technology 19.0 $9K 0.00% $455.32 -9.5%
836 TSN TYSON FOODS INC CL A Consumer Defensive 151.0 $9K 0.00% -22.0 -12.7% $57.25 +2.1%
837 WTS WATTS WATER TECHNOLOGIES INC CL A Industrials 22.0 $9K 0.00% -2.0 -8.3% $391.45 -4.1%
838 ALLY ALLY FINL INC COM Financial Services 187.0 $9K 0.00% -16.0 -7.9% $45.95 -6.6%
839 DK DELEK US HLDGS INC NEW COM Energy 169.0 $9K 0.00% +5.0 +3.0% $50.81 +40.7%
840 THG HANOVER INS GROUP INC COM Financial Services 40.0 $9K 0.00% +1.0 +2.6% $214.12 +4.2%
Page 42 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%