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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 78 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 LXRX LEXICON PHARMACEUTICALS INC COM NEW Healthcare 706.0 $2K $2.40 -3.3%
1542 HYLN HYLIION HOLDINGS CORP COMMON STOCK Consumer Cyclical 325.0 $2K $5.21 -38.5%
1543 ROP ROPER TECHNOLOGIES INC COM Industrials 5.0 $2K -2.0 -28.6% $338.40 +23.0%
1544 BMRC BANK OF MARIN BANCORP COM Financial Services 61.0 $2K -24.0 -28.2% $27.70 -2.0%
1545 RBRK RUBRIK INC. CL A Technology 21.0 $2K +13.0 +162.5% $80.29 +22.7%
1546 FMBH FIRST MID BANCSHARES INC COM Financial Services 35.0 $2K NEW $48.09 +5.1%
1547 CNK CINEMARK HLDGS INC COM Communication Services 53.0 $2K -5.0 -8.6% $31.74 +21.6%
1548 MINERVA NEUROSCIENCES INC COM NEW 303.0 $2K $5.55
1549 HTFL HEARTFLOW INC COM Healthcare 57.0 $2K NEW $29.33 +72.9%
1550 MANH MANHATTAN ASSOCIATES INC COM Technology 12.0 $2K -2.0 -14.3% $139.25 +51.9%
1551 DCO DUCOMMUN INC DEL COM Industrials 9.0 $2K $185.22 +0.6%
1552 NVCR NOVOCURE LTD ORD SHS Healthcare 110.0 $2K NEW $15.15 +11.1%
1553 NABL N-ABLE INC COMMON STOCK Technology 454.0 $2K NEW $3.67 -1.5%
1554 VRA VERA BRADLEY INC COM Consumer Cyclical 426.0 $2K $3.89 -19.0%
1555 RAMP LIVERAMP HLDGS INC COM Technology 44.0 $2K +17.0 +63.0% $37.64 -0.1%
1556 SRRK SCHOLAR ROCK HLDG CORP COM Healthcare 30.0 $2K $55.00 +5.1%
1557 ALGT ALLEGIANT TRAVEL CO COM Industrials 14.0 $2K $117.57 -28.4%
1558 BAND BANDWIDTH INC COM CL A Technology 26.0 $2K NEW $63.31 -26.3%
1559 HHH HOWARD HUGHES HOLDINGS INC COM Real Estate 23.0 $2K +15.0 +187.5% $71.48 -7.3%
1560 ABM ABM INDS INC COM Industrials 37.0 $2K -9.0 -19.6% $44.24 +6.2%
Page 78 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%