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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 51 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 BMRN BIOMARIN PHARMACEUTICAL INC COM Healthcare 103.0 $6K 0.00% +12.0 +13.2% $57.22 +13.8%
1002 VOYA VOYA FINANCIAL INC COM Financial Services 65.0 $6K 0.00% +9.0 +16.1% $90.52 +8.9%
1003 INGR INGREDION INC COM Consumer Defensive 62.0 $6K 0.00% -24.0 -27.9% $94.71 +12.4%
1004 ESNT ESSENT GROUP LTD COM Financial Services 91.0 $6K 0.00% -3.0 -3.2% $64.27 +6.8%
1005 KEX KIRBY CORP COM Industrials 43.0 $6K 0.00% +4.0 +10.3% $135.98 +1.9%
1006 HST HOST HOTELS & RESORTS INC COM Real Estate 246.0 $6K 0.00% +58.0 +30.9% $23.71 -2.4%
1007 MHK MOHAWK INDS INC COM Consumer Cyclical 48.0 $6K 0.00% +11.0 +29.7% $121.33 +11.1%
1008 COCO VITA COCO CO INC COM Consumer Defensive 88.0 $6K 0.00% -16.0 -15.4% $66.14 -3.0%
1009 GTES GATES INDL CORP PLC ORD SHS Industrials 208.0 $6K 0.00% +22.0 +11.8% $27.97 -8.0%
1010 WABC WESTAMERICA BANCORPORATION COM Financial Services 99.0 $6K 0.00% NEW $58.67 -0.2%
1011 FIZZ NATIONAL BEVERAGE CORP COM Consumer Defensive 186.0 $6K 0.00% +133.0 +250.9% $31.20 +6.6%
1012 TECH BIO-TECHNE CORP COM Healthcare 82.0 $6K 0.00% -65.0 -44.2% $70.65 +2.4%
1013 ST SENSATA TECHNOLOGIES HLDG PLC SHS Technology 121.0 $6K 0.00% +13.0 +12.0% $47.74 -12.4%
1014 PARR PAR PAC HOLDINGS INC COM NEW Energy 103.0 $6K 0.00% +30.0 +41.1% $56.08 +32.9%
1015 ORA ORMAT TECHNOLOGIES INC COM Utilities 53.0 $6K 0.00% +3.0 +6.0% $108.91 -3.3%
1016 CDW CDW CORP COM Technology 41.0 $6K 0.00% -11.0 -21.1% $140.63 -5.0%
1017 QDEL QUIDELORTHO CORP COM Healthcare 329.0 $6K 0.00% +300.0 +1034.5% $17.51 -18.6%
1018 AXTA AXALTA COATING SYS LTD COM Basic Materials 168.0 $6K 0.00% +78.0 +86.7% $34.22 +5.7%
1019 CWEN CLEARWAY ENERGY INC CL C Utilities 168.0 $6K 0.00% +29.0 +20.9% $34.18 -5.6%
1020 GNW GENWORTH FINL INC COM SHS Financial Services 606.0 $6K 0.00% $9.47 +4.7%
Page 51 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%