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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 13 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MTB M & T BK CORP COM Financial Services 113.0 $27K 0.01% +23.0 +25.6% $238.01 +0.6%
242 AON AON PLC SHS CL A Financial Services 81.0 $27K 0.01% +7.0 +9.5% $331.69 +7.1%
243 PFG PRINCIPAL FINANCIAL GROUP INC COM Financial Services 248.0 $27K 0.01% +3.0 +1.2% $107.78 +2.7%
244 TWLO TWILIO INC CL A Communication Services 127.0 $26K 0.01% +3.0 +2.4% $206.33 +6.7%
245 GNRC GENERAC HLDGS INC COM Industrials 89.0 $26K 0.01% +45.0 +102.3% $292.81 -30.2%
246 A AGILENT TECHNOLOGIES INC COM Healthcare 195.0 $26K 0.01% +40.0 +25.8% $132.83 +19.5%
247 NVT NVENT ELEC PLC SHS Industrials 150.0 $25K 0.01% +10.0 +7.1% $169.61 -9.8%
248 CL COLGATE PALMOLIVE CO COM Consumer Defensive 276.0 $25K 0.01% +6.0 +2.2% $91.68 -0.6%
249 CRBG COREBRIDGE FINL INC COM 879.0 $25K 0.01% +250.0 +39.8% $28.63
250 CDNS CADENCE DESIGN SYSTEM INC COM Technology 67.0 $25K 0.01% +13.0 +24.1% $375.31 -16.0%
251 RJF RAYMOND JAMES FINL INC COM Financial Services 165.0 $25K 0.01% +8.0 +5.1% $152.03 +15.3%
252 AN AUTONATION INC COM Consumer Cyclical 134.0 $25K 0.01% +96.0 +252.6% $185.79 +8.5%
253 PCG PG&E CORP COM Utilities 1,479.0 $25K 0.01% +1K +223.6% $16.82 +5.0%
254 PNR PENTAIR PLC SHS Industrials 316.0 $24K 0.01% +2.0 +0.6% $76.66 -15.4%
255 ZION ZIONS BANCORPORATION NATL ASSN COM Financial Services 347.0 $24K 0.01% +27.0 +8.4% $69.19 -2.0%
256 RLAY RELAY THERAPEUTICS INC COM Healthcare 1,268.0 $24K 0.01% +863.0 +213.1% $18.71 +5.4%
257 NE NOBLE CORP PLC ORD SHS A Energy 622.0 $23K 0.00% +463.0 +291.2% $37.30 +25.3%
258 CINF CINCINNATI FINL CORP COM Financial Services 124.0 $23K 0.00% +5.0 +4.2% $185.14 -9.2%
259 WCC WESCO INTL INC COM Industrials 66.0 $23K 0.00% +1.0 +1.5% $345.42 -0.0%
260 NTRS NORTHERN TR CORP COM Financial Services 131.0 $23K 0.00% +10.0 +8.3% $173.84 +6.4%
Page 13 of 44  ·  867 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%