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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 25 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 UBSI UNITED BANKSHARES INC WEST VA COM Financial Services 176.0 $8K 0.00% +71.0 +67.6% $45.83 +4.3%
482 NNN NNN REIT INC COM Real Estate 173.0 $8K 0.00% +161.0 +1341.7% $46.53 -1.5%
483 RVTY REVVITY INC COM Healthcare 72.0 $8K 0.00% +24.0 +50.0% $111.26 +12.1%
484 SAIA SAIA INC COM Industrials 19.0 $8K 0.00% +2.0 +11.8% $421.16 -14.0%
485 WSBC WESBANCO INC COM Financial Services 204.0 $8K 0.00% +144.0 +240.0% $39.03 +4.7%
486 VSH VISHAY INTERTECHNOLOGY INC COM Technology 148.0 $8K 0.00% +7.0 +5.0% $53.78 -41.2%
487 M MACYS INC COM Consumer Cyclical 336.0 $8K 0.00% +102.0 +43.6% $23.55 -3.1%
488 PD PAGERDUTY INC COM Technology 819.0 $8K 0.00% +555.0 +210.2% $9.65 +27.7%
489 DCI DONALDSON INC COM Industrials 88.0 $8K 0.00% +1.0 +1.1% $89.77 +3.9%
490 PEN PENUMBRA INC COM Healthcare 25.0 $8K 0.00% +2.0 +8.7% $315.76 +3.0%
491 MATX MATSON INC COM Industrials 41.0 $8K 0.00% +2.0 +5.1% $192.22 +15.9%
492 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 91.0 $8K 0.00% +5.0 +5.8% $86.09 +17.3%
493 AMG AFFILIATED MANAGERS GROUP COM Financial Services 23.0 $8K 0.00% +1.0 +4.5% $338.39 +5.3%
494 SIG SIGNET JEWELERS LTD SHS Consumer Cyclical 90.0 $8K 0.00% +20.0 +28.6% $86.20 -5.6%
495 CLF CLEVELAND-CLIFFS INC NEW COM Basic Materials 820.0 $8K 0.00% +251.0 +44.1% $9.39 +20.0%
496 HL HECLA MINING COMPANY COM Basic Materials 499.0 $8K 0.00% +7.0 +1.4% $15.43 +34.3%
497 NOV NOV INC COM Energy 413.0 $8K 0.00% +91.0 +28.3% $18.55 +10.1%
498 IDCC INTERDIGITAL INC COM Technology 27.0 $8K 0.00% +2.0 +8.0% $283.15 +20.9%
499 INVH INVITATION HOMES INC COM Real Estate 253.0 $8K 0.00% +216.0 +583.8% $30.21 -0.3%
500 RSI RUSH STREET INTERACTIVE INC COM Consumer Cyclical 254.0 $8K 0.00% +234.0 +1170.0% $29.74 -13.2%
Page 25 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%