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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 82 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 BSY BENTLEY SYS INC COM CL B Technology 47.0 $1K -52.0 -52.5% $29.89 +24.1%
1622 RB GLOBAL INC COM 12.0 $1K $116.42
1623 EOSE EOS ENERGY ENTERPRISES INC COM CL A Industrials 236.0 $1K -99.0 -29.6% $5.88 -40.5%
1624 RCUS ARCUS BIOSCIENCES INC COM Healthcare 45.0 $1K NEW $30.82 -3.3%
1625 MECHANICS BANCORP CL A 87.0 $1K $15.90
1626 SMITHFIELD FOODS INC COM 57.0 $1K NEW $24.26
1627 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 52.0 $1K +15.0 +40.5% $26.52 -1.2%
1628 INSTALLED BLDG PRODS INC COM 6.0 $1K -17.0 -73.9% $229.83
1629 IMMUNITYBIO INC COM 157.0 $1K +43.0 +37.7% $8.76
1630 CMRE COSTAMARE INC SHS Industrials 98.0 $1K NEW $14.02 +11.0%
1631 UHAL U HAUL HOLDING COMPANY COM 21.0 $1K +8.0 +61.5% $65.43
1632 FROG JFROG LTD ORD SHS Technology 15.0 $1K NEW $90.87 -1.0%
1633 USLM UNITED STS LIME & MINERALS INC COM Basic Materials 13.0 $1K +1.0 +8.3% $104.69 +14.7%
1634 HURN HURON CONSULTING GROUP INC COM Industrials 15.0 $1K -11.0 -42.3% $90.13 +81.3%
1635 KURA KURA ONCOLOGY INC COM Healthcare 123.0 $1K NEW $10.97 +7.6%
1636 IONS IONIS PHARMACEUTICALS INC COM Healthcare 17.0 $1K $79.29 -23.8%
1637 PATK PATRICK INDS INC COM Consumer Cyclical 15.0 $1K -10.0 -40.0% $89.80 -6.3%
1638 UMH UMH PPTYS INC COM Real Estate 89.0 $1K NEW $15.13 +10.1%
1639 LEU CENTRUS ENERGY CORP CL A Energy 8.0 $1K -4.0 -33.3% $167.88 +6.5%
1640 GEF GREIF INC CL A Consumer Cyclical 18.0 $1K -6.0 -25.0% $74.50 +18.0%
Page 82 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%