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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 6 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DHI D R HORTON INC COM Consumer Cyclical 2,474.0 $403K 0.08% +164.0 +7.1% $162.88 -9.5%
102 IRM IRON MTN INC DEL COM Real Estate 3,112.0 $393K 0.08% $126.31 -2.7%
103 XNTK STATE STREET SPDR NYSE TECHNOLOGY ETF 1,000.0 $391K 0.08% $390.65 -8.5%
104 MRK MERCK & CO INC COM Healthcare 2,950.0 $379K 0.07% +928.0 +45.9% $128.50 +16.1%
105 EXXONMOBIL HOLDINGS CORP COM SHS 2,732.0 $374K 0.07% NEW $136.72
106 AMD ADVANCED MICRO DEVICES INC COM Technology 638.0 $371K 0.07% +119.0 +22.9% $580.91 -19.2%
107 MCD MCDONALDS CORP COM Consumer Cyclical 1,358.0 $367K 0.07% -128.0 -8.6% $270.31 -0.4%
108 DFSV DIMENSIONAL US SMALL CAP VALUE ETF 8,658.0 $336K 0.07% -2K -15.3% $38.79 +3.1%
109 WMT WALMART INC COM Consumer Defensive 2,930.0 $332K 0.06% +295.0 +11.2% $113.26 -8.3%
110 VBK VANGUARD SMALL-CAP GROWTH ETF 840.0 $307K 0.06% $365.70 -2.6%
111 WDC WESTERN DIGITAL CORP COM Technology 447.0 $286K 0.06% +79.0 +21.5% $638.72 -26.6%
112 REM ISHARES MORTGAGE REAL ESTATE ETF 12,650.0 $279K 0.05% +3K +35.2% $22.05 +0.1%
113 INTC INTEL CORP COM Technology 1,921.0 $268K 0.05% +728.0 +61.0% $139.63 -34.0%
114 APH AMPHENOL CORP CL A Technology 1,494.0 $263K 0.05% +676.0 +82.6% $176.32 -13.2%
115 SBUX STARBUCKS CORP COM Consumer Cyclical 2,572.0 $263K 0.05% -31.0 -1.2% $102.19 +1.8%
116 ABT ABBOTT LABORATORIES COM Healthcare 2,766.0 $251K 0.05% -395.0 -12.5% $90.74 +25.9%
117 CSCO CISCO SYS INC COM Technology 2,131.0 $250K 0.05% +143.0 +7.2% $117.46 -6.7%
118 MO ALTRIA GROUP INC COM Consumer Defensive 3,433.0 $247K 0.05% -219.0 -6.0% $71.95 -7.0%
119 IWN ISHARES RUSSELL 2000 VALUE ETF 1,102.0 $244K 0.05% $221.20 +1.2%
120 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 5,359.0 $243K 0.05% -975.0 -15.4% $45.34 -3.5%
Page 6 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 34.5%
Financial Services 15.3%
Industrials 9.5%
Healthcare 9.4%
Energy 8.5%
Communication Services 8.0%
Consumer Cyclical 7.4%
Consumer Defensive 3.4%
Utilities 1.9%
Real Estate 1.1%