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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 44 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 LAW CS DISCO INC COM Technology 132.0 $499.0 +19.0 +16.8% $3.78 +15.6%
862 QS QUANTUMSCAPE CORP COM CL A Consumer Cyclical 44.0 $333.0 +28.0 +175.0% $7.57 -22.3%
863 BHR BRAEMAR HOTELS & RESORTS INC COM Real Estate 142.0 $307.0 +82.0 +136.7% $2.16 -5.2%
864 FGMC FG MERGER II CORP COM Financial Services 30.0 $303.0 +12.0 +66.7% $10.10 -55.9%
865 HGTY HAGERTY INC CL A COM Financial Services 24.0 $286.0 +18.0 +300.0% $11.92 +8.3%
866 DIGITALBRIDGE GROUP INC CL A NEW 17.0 $268.0 +7.0 +70.0% $15.76
867 SYBT STOCK YDS BANCORP INC COM Financial Services 3.0 $229.0 +1.0 +50.0% $76.33 +7.3%
Page 44 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 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%