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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 74 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 HLLY HOLLEY INC COM Consumer Cyclical 844.0 $2K $2.55 +16.7%
1462 OKLO OKLO INC COM CL A Utilities 41.0 $2K +6.0 +17.1% $52.34 -23.4%
1463 EXPRO LTD ORD SHS 145.0 $2K NEW $14.77
1464 TDW TIDEWATER INC NEW COM Energy 32.0 $2K -2.0 -5.9% $66.62 +39.5%
1465 OMDA OMADA HEALTH INC COM Healthcare 97.0 $2K NEW $21.95 +10.3%
1466 APOGEE THERAPEUTICS INC COM 16.0 $2K NEW $132.75
1467 MAT MATTEL INC COM Consumer Cyclical 153.0 $2K +2.0 +1.3% $13.88 +6.8%
1468 MRTN MARTEN TRANS LTD COM Industrials 120.0 $2K +8.0 +7.1% $17.35 -15.8%
1469 WSC WILLSCOT HLDGS CORP COM CL A Industrials 72.0 $2K +11.0 +18.0% $28.86 -22.4%
1470 TMCI TREACE MED CONCEPTS INC COM Healthcare 521.0 $2K +179.0 +52.3% $3.98 +7.8%
1471 OTTR OTTER TAIL CORP COM Utilities 23.0 $2K -3.0 -11.5% $90.00 +1.6%
1472 ZUMZ ZUMIEZ INC COM Consumer Cyclical 116.0 $2K $17.80 +3.4%
1473 UTL UNITIL CORP COM Utilities 39.0 $2K NEW $52.69 +1.7%
1474 TYL TYLER TECHNOLOGIES INC COM Technology 7.0 $2K $292.43 +21.8%
1475 EGBN EAGLE BANCORPORATION INC COM Financial Services 72.0 $2K $28.39 -0.6%
1476 USAU U S GOLD CORP COM NEW Basic Materials 133.0 $2K -65.0 -32.8% $15.33 +5.7%
1477 AGL AGILON HEALTH INC COM NEW Healthcare 19.0 $2K NEW $107.16 -13.6%
1478 GPOR GULFPORT ENERGY CORP COMMON SHARES Energy 12.0 $2K -20.0 -62.5% $169.67 +3.0%
1479 CCCC C4 THERAPEUTICS INC COM STK Healthcare 435.0 $2K $4.67 -14.9%
1480 WMG WARNER MUSIC GROUP CORP COM CL A Communication Services 75.0 $2K +44.0 +141.9% $27.07 +2.3%
Page 74 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%