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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 65 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 BROS DUTCH BROS INC CL A Consumer Cyclical 45.0 $3K 0.00% +12.0 +36.4% $71.80 -27.4%
1282 HLIO HELIOS TECHNOLOGIES INC COM Industrials 36.0 $3K 0.00% $89.25 -16.8%
1283 ESS ESSEX PPTY TR INC COM Real Estate 11.0 $3K 0.00% $291.55 -0.2%
1284 SXT SENSIENT TECHNOLOGIES CORP COM Basic Materials 26.0 $3K 0.00% +2.0 +8.3% $123.31 +9.9%
1285 PFBC PREFERRED BK LOS ANGELES CA COM NEW Financial Services 30.0 $3K 0.00% $106.27 -2.4%
1286 ASTE ASTEC INDS INC COM Industrials 52.0 $3K 0.00% +10.0 +23.8% $61.19 -28.9%
1287 YETI YETI HLDGS INC COM Consumer Cyclical 64.0 $3K 0.00% +22.0 +52.4% $49.56 -13.1%
1288 GBCI GLACIER BANCORP INC NEW COM Financial Services 61.0 $3K 0.00% +7.0 +13.0% $51.57 -9.3%
1289 VOYG VOYAGER TECHNOLOGIES INC COM CL A Industrials 97.0 $3K 0.00% +37.0 +61.7% $32.25 +7.0%
1290 PLUG PLUG PWR INC COM NEW Industrials 1,154.0 $3K 0.00% +309.0 +36.6% $2.71 -18.4%
1291 WTI W & T OFFSHORE INC COM Energy 989.0 $3K 0.00% $3.15 +16.0%
1292 SAFEHOLD INC COM 198.0 $3K 0.00% $15.70
1293 HOG HARLEY DAVIDSON INC COM Consumer Cyclical 127.0 $3K 0.00% +32.0 +33.7% $24.46 +16.0%
1294 AEM AGNICO EAGLE MINES LTD COM Basic Materials 20.0 $3K 0.00% $155.15 +41.1%
1295 THO THOR INDS INC COM Consumer Cyclical 41.0 $3K 0.00% +15.0 +57.7% $75.17 +5.5%
1296 OSW ONESPAWORLD HOLDINGS LIMITED COM Consumer Cyclical 109.0 $3K 0.00% $28.24 -6.1%
1297 VC VISTEON CORP COM NEW Consumer Cyclical 31.0 $3K 0.00% +8.0 +34.8% $99.23 +3.3%
1298 WLK WESTLAKE CORPORATION COM Basic Materials 42.0 $3K 0.00% -10.0 -19.2% $73.00 +2.8%
1299 NWS NEWS CORP NEW CL B 109.0 $3K 0.00% +18.0 +19.8% $28.06
1300 G GENPACT LIMITED SHS Technology 111.0 $3K 0.00% +64.0 +136.2% $27.50 +34.9%
Page 65 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%