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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 53 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 CCI CROWN CASTLE INC COM Real Estate 72.0 $5K 0.00% +17.0 +30.9% $75.74 +0.9%
1042 NXDR NEXTDOOR HOLDINGS INC COM CL A Communication Services 2,386.0 $5K 0.00% +344.0 +16.9% $2.27 +4.4%
1043 ACVA ACV AUCTIONS INC COM CL A Consumer Cyclical 753.0 $5K 0.00% NEW $7.19 +3.9%
1044 NWSA NEWS CORP NEW CL A Communication Services 218.0 $5K 0.00% +20.0 +10.1% $24.83 +23.9%
1045 AMH AMERICAN HOMES 4 RENT CL A Real Estate 161.0 $5K 0.00% NEW $33.52 +3.8%
1046 ACA ARCOSA INC COM Industrials 37.0 $5K 0.00% +3.0 +8.8% $145.30 -0.0%
1047 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 141.0 $5K 0.00% -149.0 -51.4% $38.10 +7.7%
1048 ALKS ALKERMES PLC SHS Healthcare 102.0 $5K 0.00% $52.39 -6.7%
1049 MIDD MIDDLEBY CORP COM Industrials 31.0 $5K 0.00% -7.0 -18.4% $172.00 -33.0%
1050 SABR SABRE CORP COM Consumer Cyclical 2,541.0 $5K 0.00% +2K +502.1% $2.09 +8.1%
1051 FIBK FIRST INTST BANCSYSTEM INC COM Financial Services 136.0 $5K 0.00% +67.0 +97.1% $38.56 -3.4%
1052 PLAB PHOTRONICS INC COM Technology 160.0 $5K 0.00% NEW $32.53 -9.2%
1053 FLY FIREFLY AEROSPACE INC COM Industrials 177.0 $5K 0.00% +7.0 +4.1% $29.40 -21.4%
1054 LSCC LATTICE SEMICONDUCTOR CORP COM Technology 34.0 $5K 0.00% $152.97 -25.4%
1055 TNET TRINET GROUP INC COM Industrials 105.0 $5K 0.00% +85.0 +425.0% $49.49 +40.6%
1056 HGV HILTON GRAND VACATIONS INC COM Consumer Cyclical 99.0 $5K 0.00% +18.0 +22.2% $52.37 -13.4%
1057 NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN Real Estate 116.0 $5K 0.00% -119.0 -50.6% $44.47 -2.4%
1058 PTC PTC INC COM Technology 45.0 $5K 0.00% +1.0 +2.3% $113.60 +35.8%
1059 ROAD CONSTRUCTION PARTNERS INC COM CL A Industrials 43.0 $5K 0.00% +9.0 +26.5% $118.77 -8.7%
1060 MELI MERCADOLIBRE INC COM Consumer Cyclical 3.0 $5K 0.00% $1697.33 +14.8%
Page 53 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%