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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 88 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 CLW CLEARWATER PAPER CORP COM Basic Materials 67.0 $1K NEW $15.69 +38.7%
1742 LIBERTY MEDIA CORP DEL COM LBTY ONE S A 12.0 $1K +2.0 +20.0% $87.50
1743 MBX MBX BIOSCIENCES INC COM Healthcare 19.0 $1K $55.21 +20.1%
1744 UUUU ENERGY FUELS INC COM NEW Energy 72.0 $1K $14.50 +4.4%
1745 LINE LINEAGE INC COM Real Estate 24.0 $1K NEW $43.25 -3.8%
1746 UTMD UTAH MED PRODS INC COM Healthcare 15.0 $1K +5.0 +50.0% $69.00 +3.7%
1747 FORR FORRESTER RESH INC COM Industrials 123.0 $1K NEW $8.41 +40.1%
1748 ZNTL ZENTALIS PHARMACEUTICALS INC COM Healthcare 209.0 $1K $4.85 -21.2%
1749 CYH COMMUNITY HEALTH SYS INC NEW COM Healthcare 303.0 $1K NEW $3.34 -9.9%
1750 PLMR PALOMAR HLDGS INC COM Financial Services 8.0 $1K -4.0 -33.3% $126.38 +2.9%
1751 MBC MASTERBRAND INC COMMON STOCK Consumer Cyclical 98.0 $1K +5.0 +5.4% $10.29 -11.4%
1752 ADUS ADDUS HOMECARE CORP COM Healthcare 10.0 $1K -5.0 -33.3% $100.50 +20.2%
1753 BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG Utilities 27.0 $1K $37.11 -10.4%
1754 EXPO EXPONENT INC COM Industrials 17.0 $999.0 -9.0 -34.6% $58.76 +19.5%
1755 KRMN KARMAN HLDGS INC COMMON STOCK Industrials 20.0 $998.0 -10.0 -33.3% $49.90 +7.0%
1756 PRECISION BIOSCIENCES INC COM NEW 127.0 $998.0 $7.86
1757 URG UR-ENERGY INC COM Energy 730.0 $993.0 $1.36 +4.4%
1758 RCKY ROCKY BRANDS INC COM Consumer Cyclical 24.0 $990.0 $41.25 +13.4%
1759 AVAV AEROVIRONMENT INC COM Industrials 6.0 $990.0 -2.0 -25.0% $165.00 -2.9%
1760 NKTX NKARTA INC COM Healthcare 349.0 $988.0 NEW $2.83 -6.0%
Page 88 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%