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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 89 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 ARKF ARK BLOCKCHAIN & FINTECH INNOVATION ETF 25.0 $987.0 $39.48 +15.8%
1762 BKE BUCKLE INC COM Consumer Cyclical 23.0 $971.0 -12.0 -34.3% $42.22 +3.8%
1763 CWST CASELLA WASTE SYS INC CL A Industrials 10.0 $970.0 -27.0 -73.0% $97.00 -5.1%
1764 BTBT BIT DIGITAL INC SHS Financial Services 539.0 $970.0 NEW $1.80 -15.0%
1765 UA UNDER ARMOUR INC CL C 155.0 $964.0 +30.0 +24.0% $6.22
1766 IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 19.0 $961.0 NEW $50.58 -1.6%
1767 NATL NCR ATLEOS CORPORATION COM SHS Technology 22.0 $955.0 +3.0 +15.8% $43.41 +6.9%
1768 ALHC ALIGNMENT HEALTHCARE INC COM Healthcare 40.0 $952.0 -37.0 -48.0% $23.80 -44.7%
1769 RUM RUM GROUP INC COM CL A Technology 150.0 $951.0 NEW $6.34 +42.7%
1770 AEVA AEVA TECHNOLOGIES INC COM NEW Consumer Cyclical 33.0 $948.0 $28.73 -36.3%
1771 TGEN TECOGEN INC NEW COM NEW Industrials 181.0 $945.0 $5.22 -34.5%
1772 ZIP ZIPRECRUITER INC CL A Industrials 252.0 $945.0 NEW $3.75 +12.3%
1773 WSBF WATERSTONE FINL INC MD COM Financial Services 45.0 $933.0 NEW $20.73 +1.7%
1774 NGVC NATURAL GROCERS BY VITAMIN COM Consumer Defensive 30.0 $931.0 NEW $31.03 -11.0%
1775 TMDX TRANSMEDICS GROUP INC COM Healthcare 14.0 $930.0 +5.0 +55.6% $66.43 +42.7%
1776 WD WALKER & DUNLOP INC COM Financial Services 17.0 $930.0 +12.0 +240.0% $54.71 -26.5%
1777 DT DYNATRACE INC COM NEW Technology 21.0 $922.0 +10.0 +90.9% $43.90 +12.3%
1778 TTAN SERVICETITAN INC SHS CL A Technology 13.0 $919.0 NEW $70.69 +34.2%
1779 ENCORE ENERGY CORP COM NEW 701.0 $918.0 NEW $1.31
1780 NPWR NET POWER INC COM CL A Industrials 545.0 $910.0 +247.0 +82.9% $1.67 +1.8%
Page 89 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%