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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 86 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 VSEC VSE CORP COM Industrials 5.0 $1K -2.0 -28.6% $228.60 -4.8%
1702 ORKA ORUKA THERAPEUTICS INC COM Healthcare 12.0 $1K $95.17 +13.4%
1703 AZN ASTRAZENECA PLC ORD Healthcare 6.0 $1K $189.67 -12.5%
1704 GRWG GROWGENERATION CORP COM Consumer Cyclical 769.0 $1K $1.48 +16.2%
1705 CRBU CARIBOU BIOSCIENCES INC COM Healthcare 646.0 $1K -318.0 -33.0% $1.76 -5.7%
1706 PRME PRIME MEDICINE INC COM Healthcare 308.0 $1K -128.0 -29.4% $3.69 -8.2%
1707 PRVA PRIVIA HEALTH GROUP INC COM Healthcare 44.0 $1K NEW $25.73 -17.9%
1708 AIRO AIRO GROUP HLDGS INC COM Industrials 153.0 $1K NEW $7.39 +16.3%
1709 NWN NORTHWEST NAT HLDG CO COM Utilities 23.0 $1K +10.0 +76.9% $49.04 +0.8%
1710 HTZ HERTZ GLOBAL HLDGS INC COM NEW Industrials 497.0 $1K NEW $2.27 -0.7%
1711 INDI INDIE SEMICONDUCTOR INC CLASS A COM Technology 250.0 $1K $4.49 -7.6%
1712 TDAY USA TODAY CO INC COM Communication Services 131.0 $1K NEW $8.55 -24.3%
1713 EYPT EYEPOINT INC COM NEW Healthcare 78.0 $1K $14.29 -62.8%
1714 CAKE CHEESECAKE FACTORY INC COM Consumer Cyclical 14.0 $1K +3.0 +27.3% $79.57 +42.4%
1715 SD SANDRIDGE ENERGY INC COM NEW Energy 81.0 $1K NEW $13.70 +4.8%
1716 RXST RXSIGHT INC COM Healthcare 230.0 $1K NEW $4.82 +29.6%
1717 LMND LEMONADE INC COM Financial Services 17.0 $1K $65.06 -18.0%
1718 QSI QUANTUM SI INC COM CL A Healthcare 1,245.0 $1K NEW $0.89 -5.7%
1719 SLP SIMULATIONS PLUS INC COM Healthcare 60.0 $1K NEW $18.32 +0.5%
1720 OPK OPKO HEALTH INC COM Healthcare 732.0 $1K NEW $1.50 -1.3%
Page 86 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%