Portfolio (Quarterly)
Guide ↗
Fortitude Family Office, LLC
· CIK 0001950506| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | MPWR | MONOLITHIC PWR SYS INC COM | Technology | 27.0 | $37K | 0.01% | +7.0 | +35.0% | $1382.37 | -4.6% |
| 182 | MCO | MOODYS CORP COM | Financial Services | 82.0 | $37K | 0.01% | +26.0 | +46.4% | $452.91 | +9.9% |
| 183 | SRE | SEMPRA COM | Utilities | 395.0 | $37K | 0.01% | +212.0 | +115.8% | $92.71 | -5.0% |
| 184 | JBL | JABIL INC COM | Technology | 94.0 | $36K | 0.01% | +1.0 | +1.1% | $385.48 | -18.0% |
| 185 | ZM | ZOOM COMMUNICATIONS INC CL A | Technology | 419.0 | $36K | 0.01% | +284.0 | +210.4% | $86.31 | +23.5% |
| 186 | KLIC | KULICKE & SOFFA INDS INC COM | Technology | 270.0 | $36K | 0.01% | +232.0 | +610.5% | $133.76 | -36.2% |
| 187 | STRL | STERLING INFRASTRUCTURE INC COM | Industrials | 43.0 | $36K | 0.01% | +5.0 | +13.2% | $839.35 | -38.5% |
| 188 | PLD | PROLOGIS INC. COM | Real Estate | 261.0 | $35K | 0.01% | +64.0 | +32.5% | $135.47 | +4.6% |
| 189 | LITE | LUMENTUM HLDGS INC COM | Technology | 41.0 | $35K | 0.01% | +4.0 | +10.8% | $858.05 | +1.2% |
| 190 | ADP | AUTOMATIC DATA PROCESSING INC COM | Industrials | 156.0 | $35K | 0.01% | +59.0 | +60.8% | $223.95 | +25.0% |
| 191 | PII | POLARIS INC COM | Consumer Cyclical | 509.0 | $35K | 0.01% | +473.0 | +1313.9% | $68.44 | -6.0% |
| 192 | NEU | NEWMARKET CORP COM | Basic Materials | 44.0 | $35K | 0.01% | +1.0 | +2.3% | $791.25 | +17.9% |
| 193 | UTHR | UNITED THERAPEUTICS CORP DEL COM | Healthcare | 64.0 | $35K | 0.01% | +21.0 | +48.8% | $541.83 | -4.2% |
| 194 | SYF | SYNCHRONY FINANCIAL COM | Financial Services | 455.0 | $35K | 0.01% | +175.0 | +62.5% | $76.05 | +1.7% |
| 195 | EMR | EMERSON ELEC CO COM | Industrials | 240.0 | $34K | 0.01% | +5.0 | +2.1% | $143.15 | +8.1% |
| 196 | BA | BOEING CO COM | Industrials | 158.0 | $34K | 0.01% | +34.0 | +27.4% | $216.47 | -0.4% |
| 197 | NVR | NVR INC COM | Consumer Cyclical | 5.0 | $34K | 0.01% | +1.0 | +25.0% | $6813.40 | -7.2% |
| 198 | BWA | BORGWARNER INC COM | Consumer Cyclical | 512.0 | $34K | 0.01% | +297.0 | +138.1% | $66.40 | -2.3% |
| 199 | MEDP | MEDPACE HLDGS INC COM | Healthcare | 63.0 | $33K | 0.01% | +52.0 | +472.7% | $529.59 | +16.9% |
| 200 | BKNG | BOOKING HOLDINGS INC COM | Consumer Cyclical | 187.0 | $33K | 0.01% | +180.0 | +2571.4% | $178.24 | +18.1% |
① 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
34.5%
Financial Services
15.3%
Industrials
9.5%
Healthcare
9.4%
Energy
8.5%
Communication Services
8.0%
Consumer Cyclical
7.4%
Consumer Defensive
3.4%
Utilities
1.9%
Real Estate
1.1%