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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 90 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 ASLE AERSALE CORPORATION COM Industrials 144.0 $910.0 $6.32 -12.0%
1782 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 31.0 $908.0 -4.0 -11.4% $29.29 +13.9%
1783 UIS UNISYS CORP COM NEW Technology 248.0 $908.0 NEW $3.66 -25.2%
1784 INOD INNODATA INC COM NEW Technology 12.0 $907.0 $75.58 -15.0%
1785 ARCT ARCTURUS THERAPEUTICS HLDGS COM Healthcare 134.0 $900.0 NEW $6.72 +100.3%
1786 DOMO DOMO INC COM CL B Technology 285.0 $892.0 NEW $3.13 +21.4%
1787 TPG TPG INC COM CL A Financial Services 22.0 $892.0 +7.0 +46.7% $40.55 +29.2%
1788 ALIGHT INC COM SHS CL A 1,590.0 $890.0 NEW $0.56
1789 LENNAR CORP CL B 10.0 $887.0 +2.0 +25.0% $88.70
1790 NEO NEOGENOMICS INC COM NEW Healthcare 60.0 $875.0 NEW $14.58 +16.4%
1791 UMAC UNUSUAL MACHS INC COM SHS Financial Services 39.0 $870.0 NEW $22.31 +23.0%
1792 QTRX QUANTERIX CORP COM Healthcare 201.0 $868.0 +95.0 +89.6% $4.32 -30.8%
1793 NUVL NUVALENT INC COM Healthcare 7.0 $865.0 $123.57 +0.3%
1794 ADVANTAGE SOLUTIONS INC COM NEW CL A 20.0 $865.0 NEW $43.25
1795 PYPL PAYPAL HLDGS INC COM Financial Services 20.0 $864.0 -58.0 -74.4% $43.20 +42.5%
1796 KBR KBR INC COM Industrials 25.0 $863.0 -23.0 -47.9% $34.52 +11.8%
1797 MNKD MANNKIND CORP COM NEW Healthcare 202.0 $861.0 NEW $4.26 -2.6%
1798 KIDS ORTHOPEDIATRICS CORP COM Healthcare 45.0 $861.0 NEW $19.13 +34.1%
1799 CCS CENTURY COMMUNITIES INC COM Consumer Cyclical 12.0 $860.0 -14.0 -53.9% $71.67 -2.6%
1800 SKILLSOFT CORP CL A 164.0 $850.0 +22.0 +15.5% $5.18
Page 90 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%