Portfolio (Quarterly)
Guide ↗
Fortitude Family Office, LLC
· CIK 0001950506| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | VRSK | VERISK ANALYTICS INC COM | Industrials | 125.0 | $22K | 0.00% | +113.0 | +941.7% | $179.53 | +3.8% |
| 262 | VLYPN | VALLEY NATL BANCORP COM | Financial Services | 1,531.0 | $22K | 0.00% | +737.0 | +92.8% | $14.65 | +76.0% |
| 263 | APOS | APOLLO GLOBAL MGMT INC COM | Financial Services | 189.0 | $22K | 0.00% | +53.0 | +39.0% | $118.31 | -78.5% |
| 264 | PRU | PRUDENTIAL FINL INC COM | Financial Services | 206.0 | $22K | 0.00% | +50.0 | +32.0% | $107.93 | +11.7% |
| 265 | DINO | HF SINCLAIR CORP COM | Energy | 317.0 | $22K | 0.00% | +68.0 | +27.3% | $69.65 | +35.0% |
| 266 | Q | QNITY ELECTRONICS INC COMMON STOCK | Technology | 134.0 | $22K | 0.00% | +71.0 | +112.7% | $163.31 | -18.3% |
| 267 | SNPS | SYNOPSYS INC COM | Technology | 49.0 | $22K | 0.00% | +10.0 | +25.6% | $446.06 | -10.2% |
| 268 | — | APTIV PLC COM SHS | — | 354.0 | $22K | 0.00% | +273.0 | +337.0% | $61.38 | — |
| 269 | AFL | AFLAC INC COM | Financial Services | 184.0 | $22K | 0.00% | +3.0 | +1.7% | $117.25 | -0.6% |
| 270 | MKL | MARKEL GROUP INC COM | Financial Services | 11.0 | $21K | 0.00% | +4.0 | +57.1% | $1953.00 | -8.2% |
| 271 | D | DOMINION ENERGY INC COM | Utilities | 310.0 | $21K | 0.00% | +75.0 | +31.9% | $68.29 | -0.8% |
| 272 | ON | ON SEMICONDUCTOR CORP COM | Technology | 223.0 | $21K | 0.00% | +43.0 | +23.9% | $94.54 | -20.3% |
| 273 | LYFT | LYFT INC CL A COM | Technology | 1,427.0 | $21K | 0.00% | +1K | +3143.2% | $14.61 | +19.4% |
| 274 | DTM | DT MIDSTREAM INC COMMON STOCK | Energy | 142.0 | $21K | 0.00% | +2.0 | +1.4% | $146.74 | -10.9% |
| 275 | AFRM | AFFIRM HLDGS INC COM CL A | Technology | 252.0 | $21K | 0.00% | +12.0 | +5.0% | $81.55 | -7.0% |
| 276 | STT | STATE STR CORP COM | Financial Services | 121.0 | $21K | 0.00% | +15.0 | +14.2% | $169.60 | +7.9% |
| 277 | AUB | ATLANTIC UN BANKSHARES CORP COM | Financial Services | 485.0 | $21K | 0.00% | +283.0 | +140.1% | $42.31 | -2.2% |
| 278 | WST | WEST PHARMACEUTICAL SVSC INC COM | Healthcare | 57.0 | $20K | 0.00% | +8.0 | +16.3% | $359.00 | -0.3% |
| 279 | RKLB | ROCKET LAB CORP COM | Industrials | 201.0 | $20K | 0.00% | +9.0 | +4.7% | $101.65 | -27.1% |
| 280 | NTAP | NETAPP INC COM | Technology | 130.0 | $20K | 0.00% | +29.0 | +28.7% | $154.76 | +26.1% |
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%