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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 23 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CENX CENTURY ALUM CO COM Basic Materials 208.0 $10K 0.00% +5.0 +2.5% $46.01 -4.5%
442 WBS WEBSTER FINL CORP COM Financial Services 125.0 $10K 0.00% +7.0 +5.9% $76.42 +1.5%
443 CRC CALIFORNIA RES CORP COM STOCK Energy 178.0 $9K 0.00% +144.0 +423.5% $52.87 +0.7%
444 ESI ELEMENT SOLUTIONS INC COM Basic Materials 197.0 $9K 0.00% +3.0 +1.6% $47.75 -26.1%
445 BIO BIO RAD LABS INC CL A Healthcare 32.0 $9K 0.00% +4.0 +14.3% $293.62 +29.4%
446 RXT RACKSPACE TECHNOLOGY INC COM Technology 1,434.0 $9K 0.00% +323.0 +29.1% $6.53 -49.2%
447 WTFC WINTRUST FINL CORP COM Financial Services 58.0 $9K 0.00% +1.0 +1.8% $160.72 -5.0%
448 SPXC SPX TECHNOLOGIES INC COM Industrials 38.0 $9K 0.00% +8.0 +26.7% $245.16 -15.5%
449 JEF JEFFERIES FINANCIAL GROUP INC COM Financial Services 185.0 $9K 0.00% +12.0 +6.9% $49.98 +4.7%
450 VLTO VERALTO CORP COM SHS Industrials 104.0 $9K 0.00% +13.0 +14.3% $88.68 +11.4%
451 LEN LENNAR CORP CL A Consumer Cyclical 101.0 $9K 0.00% +2.0 +2.0% $90.49 -3.8%
452 PRI PRIMERICA INC COM Financial Services 32.0 $9K 0.00% +1.0 +3.2% $284.19 +4.1%
453 LCID LUCID GROUP INC COM NEW Consumer Cyclical 1,352.0 $9K 0.00% +1K +4406.7% $6.69 -17.6%
454 AYI ACUITY INC COM Industrials 24.0 $9K 0.00% +8.0 +50.0% $376.67 -8.9%
455 MYRG MYR GROUP INC COM Industrials 18.0 $9K 0.00% +5.0 +38.5% $500.39 -37.9%
456 DOW DOW HLDGS INC COM Basic Materials 323.0 $9K 0.00% +167.0 +107.0% $27.36 +18.2%
457 LASR NLIGHT INC COM Technology 126.0 $9K 0.00% +85.0 +207.3% $69.62 -31.9%
458 RKT ROCKET COS INC COM CL A Financial Services 555.0 $9K 0.00% +48.0 +9.5% $15.75 -11.6%
459 WCN WASTE CONNECTIONS INC COM Industrials 52.0 $9K 0.00% +47.0 +940.0% $166.69 +1.6%
460 ENS ENERSYS COM Industrials 37.0 $9K 0.00% +2.0 +5.7% $233.81 -18.8%
Page 23 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%