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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 75 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 LPRO OPEN LENDING CORP COM Financial Services 652.0 $2K NEW $3.11 +1.0%
1482 ARES ARES MANAGEMENT CORPORATION CL A COM STK Financial Services 18.0 $2K +5.0 +38.5% $111.33 +25.8%
1483 FOR FORESTAR GROUP INC COM Real Estate 63.0 $2K NEW $31.65 -8.7%
1484 RUSHB RUSH ENTERPRISES INC CL B 26.0 $2K $76.50
1485 UVE UNIVERSAL INS HLDGS INC COM Financial Services 48.0 $2K +28.0 +140.0% $41.35 +5.4%
1486 ADPT ADAPTIVE BIOTECHNOLOGIES CORP COM Healthcare 92.0 $2K NEW $21.45 +19.1%
1487 BLDR BUILDERS FIRSTSOURCE INC COM Industrials 22.0 $2K -68.0 -75.6% $89.50 -21.5%
1488 SMH VANECK SEMICONDUCTOR ETF 3.0 $2K $656.00 -16.6%
1489 PJT PJT PARTNERS INC COM CL A Financial Services 13.0 $2K +4.0 +44.4% $150.92 +16.9%
1490 EDIT EDITAS MEDICINE INC COM Healthcare 600.0 $2K $3.24 -7.4%
1491 MGRC MCGRATH RENTCORP COM Industrials 16.0 $2K +2.0 +14.3% $121.00 -3.7%
1492 AMSF AMERISAFE INC COM Financial Services 57.0 $2K +34.0 +147.8% $33.82 -21.9%
1493 JKHY HENRY JACK & ASSOC INC COM Technology 14.0 $2K -30.0 -68.2% $137.71 +23.8%
1494 SLV ISHARES SILVER TRUST Financial Services 36.0 $2K $53.47 +16.3%
1495 HAYW HAYWARD HLDGS INC COM Industrials 111.0 $2K -7.0 -5.9% $17.31 -16.2%
1496 SKYT SKYWATER TECHNOLOGY INC COM Technology 55.0 $2K $34.82 -6.8%
1497 SMG SCOTTS MIRACLE-GRO CO CL A Basic Materials 28.0 $2K -2.0 -6.7% $68.11 -10.9%
1498 IPAR INTERPARFUMS INC COM Consumer Defensive 17.0 $2K -3.0 -15.0% $111.88 +4.4%
1499 PACB PACIFIC BIOSCIENCES CALIF INC COM Healthcare 1,131.0 $2K NEW $1.68 -23.8%
1500 KAI KADANT INC COM Industrials 6.0 $2K $314.17 -0.5%
Page 75 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%