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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 92 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 PAYSAFE LIMITED SHS 110.0 $822.0 NEW $7.47
1822 CALX CALIX INC COM Technology 22.0 $821.0 -12.0 -35.3% $37.32 +7.5%
1823 CLPT CLEARPOINT NEURO INC COM Healthcare 46.0 $821.0 $17.85 -13.8%
1824 WTTR SELECT WATER SOLUTIONS INC CL A COM Utilities 41.0 $819.0 $19.98 -1.3%
1825 AUR AURORA INNOVATION INC CLASS A COM Technology 120.0 $818.0 $6.82 -8.5%
1826 RC READY CAPITAL CORP COM Real Estate 467.0 $817.0 NEW $1.75 +7.5%
1827 DNA GINKGO BIOWORKS HOLDINGS INC CL A NEW Healthcare 82.0 $813.0 NEW $9.91 -25.4%
1828 IAUX I-80 GOLD CORP COM Basic Materials 562.0 $809.0 $1.44 +25.7%
1829 PGEN PRECIGEN INC COM Healthcare 142.0 $809.0 $5.70 +26.4%
1830 LOAR LOAR HOLDINGS INC COM SHS Industrials 10.0 $806.0 -7.0 -41.2% $80.60 -6.9%
1831 PALLADYNE AI CORP COM NEW 132.0 $803.0 NEW $6.08
1832 APPF APPFOLIO INC COM CL A Technology 5.0 $802.0 +4.0 +400.0% $160.40 +39.9%
1833 ASPN ASPEN AEROGELS INC COM Industrials 126.0 $799.0 NEW $6.34 -18.3%
1834 CENT CENTRAL GARDEN & PET CO COM 18.0 $798.0 $44.33
1835 CRWV COREWEAVE INC COM CL A Technology 8.0 $796.0 $99.50 -11.7%
1836 LOVE LOVESAC CO COM Consumer Cyclical 47.0 $784.0 $16.68 -3.7%
1837 RRR RED ROCK RESORTS INC CL A Consumer Cyclical 12.0 $781.0 $65.08 -6.1%
1838 NOG NORTHERN OIL & GAS INC COM Energy 43.0 $780.0 -2.0 -4.4% $18.14 +50.7%
1839 VKTX VIKING THERAPEUTICS INC COM Healthcare 20.0 $780.0 $39.00 -13.1%
1840 VRCA VERRICA PHARMACEUTICALS INC COM SHS Healthcare 127.0 $777.0 $6.12 -21.2%
Page 92 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%