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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 71 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 CSW INDUSTRIALS INC COM 9.0 $3K +4.0 +80.0% $278.33
1402 AGNC AGNC INVT CORP COM Real Estate 229.0 $2K $10.90 +0.7%
1403 JHG JANUS HENDERSON GROUP PLC ORD SHS Financial Services 48.0 $2K $51.96 -0.0%
1404 BFLY BUTTERFLY NETWORK INC COM CL A Healthcare 296.0 $2K +164.0 +124.2% $8.42 +6.3%
1405 VEEV VEEVA SYS INC CL A COM Healthcare 14.0 $2K +7.0 +100.0% $177.50 +40.0%
1406 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 49.0 $2K -69.0 -58.5% $50.43 +11.4%
1407 MGNI MAGNITE INC COM Communication Services 130.0 $2K $18.98 +24.2%
1408 SUPN SUPERNUS PHARMACEUTICALS COM Healthcare 53.0 $2K +45.0 +562.5% $46.51 -3.0%
1409 GWRE GUIDEWIRE SOFTWARE INC COM Technology 20.0 $2K NEW $123.05 +55.9%
1410 IPI INTREPID POTASH INC COM Basic Materials 75.0 $2K $32.79 +15.6%
1411 MCHI ISHARES MSCI CHINA ETF 48.0 $2K +22.0 +84.6% $51.02 +7.7%
1412 AMPY AMPLIFY ENERGY CORP NEW COM Energy 615.0 $2K $3.98 +20.1%
1413 FG F&G ANNUITIES & LIFE INC COMMON STOCK Financial Services 92.0 $2K +14.0 +17.9% $26.59 -13.0%
1414 HTO H2O AMERICA COM Utilities 40.0 $2K $60.77 +6.1%
1415 SM SM ENERGY COMPANY COM Energy 93.0 $2K +55.0 +144.7% $26.10 +39.7%
1416 BWB BRIDGEWATER BANCSHARES INC COM Financial Services 115.0 $2K -1.0 -0.9% $21.04 +3.0%
1417 ABSI ABSCI CORPORATION COM Healthcare 208.0 $2K NEW $11.59 -23.7%
1418 LYTS LSI INDS INC OHIO COM Technology 90.0 $2K -87.0 -49.1% $26.58 -26.3%
1419 BBBY BED BATH & BEYOND INC COM Consumer Cyclical 413.0 $2K $5.79 -26.1%
1420 FICO FAIR ISAAC CORP COM Technology 2.0 $2K $1195.00 -2.4%
Page 71 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%