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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 62 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 UBS UBS GROUP AG SHS Financial Services 74.0 $4K 0.00% $49.55 +8.4%
1222 SON SONOCO PRODS CO COM Consumer Cyclical 65.0 $4K 0.00% +9.0 +16.1% $56.35 +2.0%
1223 AEHR AEHR TEST SYS COM Technology 38.0 $4K 0.00% $96.05 +0.4%
1224 ITGR INTEGER HLDGS CORP COM Healthcare 39.0 $4K 0.00% +29.0 +290.0% $93.46 +33.8%
1225 BBW BUILD-A-BEAR WORKSHOP INC COM Consumer Cyclical 119.0 $4K 0.00% -10.0 -7.8% $30.61 +27.0%
1226 WING WINGSTOP INC COM Consumer Cyclical 21.0 $4K 0.00% +16.0 +320.0% $173.43 -32.6%
1227 UGI UGI CORP NEW COM Utilities 105.0 $4K 0.00% -32.0 -23.4% $34.54 +10.6%
1228 WH WYNDHAM HOTELS & RESORTS INC COM Consumer Cyclical 43.0 $4K 0.00% +8.0 +22.9% $84.21 -11.7%
1229 OSBC OLD SECOND BANCORP INC DEL COM Financial Services 155.0 $4K 0.00% NEW $23.32 +9.1%
1230 AGO ASSURED GUARANTY LTD COM Financial Services 45.0 $4K 0.00% -9.0 -16.7% $80.16 -7.4%
1231 DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 43.0 $4K 0.00% $83.79 +6.0%
1232 BDC BELDEN INC COM Technology 30.0 $4K 0.00% -7.0 -18.9% $119.90 -2.6%
1233 ARCB ARCBEST CORP COM Industrials 25.0 $4K 0.00% $143.56 -6.3%
1234 CE CELANESE CORP DEL COM Basic Materials 78.0 $4K 0.00% +12.0 +18.2% $46.00 -1.6%
1235 LFST LIFESTANCE HEALTH GROUP INC COM Healthcare 335.0 $4K 0.00% +147.0 +78.2% $10.71 +13.5%
1236 TAP MOLSON COORS BEVERAGE CO CL B Consumer Defensive 92.0 $4K 0.00% -48.0 -34.3% $38.96 +10.4%
1237 HCC WARRIOR MET COAL INC COM Energy 44.0 $4K 0.00% -4.0 -8.3% $81.16 +31.3%
1238 MTRN MATERION CORP COM Basic Materials 12.0 $4K 0.00% +3.0 +33.3% $297.42 -22.7%
1239 PVH PVH CORPORATION COM Consumer Cyclical 48.0 $4K 0.00% +5.0 +11.6% $74.25 +3.7%
1240 FRME FIRST MERCHANTS CORP COM Financial Services 81.0 $4K 0.00% +31.0 +62.0% $43.69 -4.1%
Page 62 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%