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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 7 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CB CHUBB LIMITED COM Financial Services 711.0 $242K 0.05% +136.0 +23.6% $340.74 +0.1%
122 IBM INTERNATIONAL BUSINESS MACHS COM Technology 841.0 $236K 0.05% -115.0 -12.0% $281.21 -15.7%
123 ADI ANALOG DEVICES INC COM Technology 583.0 $232K 0.04% +150.0 +34.6% $397.17 -6.0%
124 AMAT APPLIED MATLS INC COM Technology 312.0 $226K 0.04% $723.00 -32.2%
125 XBI STATE STREET SPDR S&P BIOTECH ETF 1,400.0 $222K 0.04% $158.25 +5.4%
126 FIX COMFORT SYS USA INC COM Industrials 108.0 $214K 0.04% +73.0 +208.6% $1981.95 -14.4%
127 YUM YUM BRANDS INC COM Consumer Cyclical 1,282.0 $205K 0.04% $159.86 -8.7%
128 GLW CORNING INC COM Technology 799.0 $204K 0.04% +418.0 +109.7% $255.43 -40.3%
129 QCOM QUALCOMM INC COM Technology 1,090.0 $201K 0.04% +54.0 +5.2% $184.79 -11.7%
130 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 416.0 $199K 0.04% $477.57 -13.7%
131 SOXX ISHARES SEMICONDUCTOR ETF 306.0 $196K 0.04% $640.76 -19.1%
132 GE GE AEROSPACE COM NEW Industrials 524.0 $196K 0.04% +374.0 +249.3% $373.73 -4.7%
133 PG PROCTER & GAMBLE CO COM Consumer Defensive 1,309.0 $192K 0.04% +17.0 +1.3% $146.64 -1.5%
134 DELL DELL TECHNOLOGIES INC CL C Technology 435.0 $188K 0.04% +61.0 +16.3% $431.46 +1.4%
135 KLAC KLA CORP COM NEW Technology 620.0 $187K 0.04% +579.0 +1412.2% $301.71 -37.9%
136 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 355.0 $185K 0.04% $522.13 +1.6%
137 CARR CARRIER GLOBAL CORPORATION COM Industrials 2,457.0 $180K 0.04% +1K +84.5% $73.35 -16.6%
138 SNDK SANDISK CORP COM Technology 79.0 $180K 0.04% +13.0 +19.7% $2273.73 -31.0%
139 USB US BANCORP COM NEW Financial Services 2,912.0 $176K 0.03% -2K -45.2% $60.40 +4.0%
140 ETN EATON CORP PLC SHS Industrials 410.0 $175K 0.03% -4.0 -1.0% $426.12 -1.0%
Page 7 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%