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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 80 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 LGND LIGAND PHARMACEUTICALS INC COM NEW Healthcare 5.0 $2K +1.0 +25.0% $316.00 -10.0%
1582 EIKN EIKON THERAPEUTICS INC COM Healthcare 121.0 $2K NEW $13.05 -10.5%
1583 PAHC PHIBRO ANIMAL HEALTH CORP CL A COM Healthcare 50.0 $2K NEW $31.40 +13.3%
1584 DNLI DENALI THERAPEUTICS INC COM Healthcare 61.0 $2K +26.0 +74.3% $25.72 -6.7%
1585 GFF GRIFFON CORP COM Industrials 16.0 $2K -2.0 -11.1% $97.50 +4.2%
1586 EMBC EMBECTA CORP COMMON STOCK Healthcare 478.0 $2K NEW $3.26 +56.0%
1587 TOWN TOWNEBANK PORTSMOUTH VA COM Financial Services 43.0 $2K $36.23 +4.6%
1588 JBSS SANFILIPPO JOHN B & SON INC COM Consumer Defensive 18.0 $2K +8.0 +80.0% $86.00 -12.4%
1589 FND FLOOR & DECOR HLDGS INC CL A Consumer Cyclical 26.0 $2K -34.0 -56.7% $59.35 -8.1%
1590 COUR COURSERA INC COM Consumer Defensive 273.0 $2K NEW $5.64 +8.7%
1591 OSIS OSI SYSTEMS INC COM Technology 7.0 $2K -4.0 -36.4% $218.71 -5.4%
1592 VTS VITESSE ENERGY INC COMMON STOCK Energy 97.0 $2K NEW $15.77 +7.2%
1593 NTNX NUTANIX INC CL A Technology 30.0 $2K $50.97 +32.0%
1594 ASC ARDMORE SHIPPING CORP COM Industrials 109.0 $2K NEW $14.01 +30.3%
1595 BBWI BATH & BODY WORKS INC COM Consumer Cyclical 66.0 $2K -35.0 -34.6% $23.14 -17.4%
1596 BIRKENSTOCK HOLDING PLC COM SHS 35.0 $2K -3.0 -7.9% $43.03
1597 PNRG PRIMEENERGY RESOURCES CORP COM Energy 9.0 $2K NEW $166.89 +24.3%
1598 KBH KB HOME COM Consumer Cyclical 24.0 $2K -27.0 -52.9% $62.58 -10.8%
1599 EVH EVOLENT HEALTH INC CL A Healthcare 277.0 $2K +2.0 +0.7% $5.42 -13.7%
1600 KNTK KINETIK HOLDINGS INC COM NEW CL A Energy 31.0 $1K +20.0 +181.8% $48.35 +12.3%
Page 80 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%