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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 87 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 SLVM SYLVAMO CORP COMMON STOCK Basic Materials 29.0 $1K +12.0 +70.6% $37.79 -2.7%
1722 ELS EQUITY LIFESTYLE PROPERTIES COM Real Estate 17.0 $1K -49.0 -74.2% $64.47 +1.5%
1723 ACHC ACADIA HEALTHCARE COMPANY INC COM Healthcare 37.0 $1K $29.54 -5.8%
1724 SLAB SILICON LABORATORIES INC COM Technology 5.0 $1K +1.0 +25.0% $218.60 -0.3%
1725 ALKT ALKAMI TECHNOLOGY INC COM Technology 60.0 $1K $18.12 +12.5%
1726 XPOF XPONENTIAL FITNESS INC COM CL A Consumer Cyclical 157.0 $1K NEW $6.92 -25.0%
1727 ZVIA ZEVIA PBC CL A Consumer Defensive 666.0 $1K -25.0 -3.6% $1.63 -20.9%
1728 BLLN BILLIONTOONE INC CL A Healthcare 9.0 $1K NEW $120.00 -20.8%
1729 STRA STRATEGIC ED INC COM Consumer Defensive 14.0 $1K -1.0 -6.7% $76.64 +8.8%
1730 UTI UNIVERSAL TECHNICAL INST INC COM Consumer Defensive 25.0 $1K -141K -100.0% $42.76 -47.7%
1731 PACK RANPAK HOLDINGS CORP COM CL A Consumer Cyclical 146.0 $1K $7.31 -30.5%
1732 BZAI BLAIZE HLDGS INC COM Technology 773.0 $1K NEW $1.38 -65.3%
1733 HRB BLOCK H & R INC COM Consumer Cyclical 28.0 $1K $38.07 +41.0%
1734 PAX PATRIA INVESTMENTS LIMITED COM CL A Financial Services 97.0 $1K NEW $10.98 +4.4%
1735 SAM BOSTON BEER INC CL A Consumer Defensive 6.0 $1K -2.0 -25.0% $177.00 +5.1%
1736 LXEO LEXEO THERAPEUTICS INC COM Healthcare 228.0 $1K +23.0 +11.2% $4.65 +4.9%
1737 KMX CARMAX INC COM Consumer Cyclical 20.0 $1K -10.0 -33.3% $52.90 +17.4%
1738 USAR USA RARE EARTH INC COM Basic Materials 49.0 $1K $21.57 -10.7%
1739 TNDM TANDEM DIABETES CARE INC COM NEW Healthcare 70.0 $1K -27.0 -27.8% $15.09 +48.0%
1740 APOG APOGEE ENTERPRISES INC COM Industrials 23.0 $1K $45.74 -9.0%
Page 87 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%