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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 9 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WAB WABTEC COM Industrials 161.0 $43K 0.01% +102.0 +172.9% $269.60 +8.4%
162 FORM FORMFACTOR INC COM Technology 269.0 $43K 0.01% +166.0 +161.2% $159.93 -27.6%
163 ITT ITT INC COM Industrials 216.0 $43K 0.01% +165.0 +323.5% $197.76 +5.3%
164 HDV ISHARES CORE HIGH DIVIDEND ETF 1,550.0 $42K 0.01% +1K +216.3% $27.41 +8.5%
165 RGLD ROYAL GOLD INC COM Basic Materials 212.0 $42K 0.01% +121.0 +133.0% $199.61 +26.4%
166 IDXX IDEXX LABS INC COM Healthcare 80.0 $42K 0.01% +45.0 +128.6% $526.44 +3.7%
167 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 108.0 $42K 0.01% +21.0 +24.1% $386.73 +2.5%
168 MDB MONGODB INC CL A Technology 124.0 $42K 0.01% +84.0 +210.0% $335.90 +25.1%
169 PGR PROGRESSIVE CORP COM Financial Services 190.0 $42K 0.01% +6.0 +3.3% $218.45 +0.9%
170 NYT NEW YORK TIMES CO MTN BE CL A Communication Services 590.0 $41K 0.01% +502.0 +570.5% $69.98 -6.7%
171 HAS HASBRO INC COM Consumer Cyclical 487.0 $40K 0.01% +406.0 +501.2% $82.59 +13.3%
172 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 1,172.0 $40K 0.01% +842.0 +255.2% $34.00 +3.8%
173 FBIN FORTUNE BRANDS INNOVATIONS INC COM Industrials 723.0 $40K 0.01% +597.0 +473.8% $54.90 -18.1%
174 ROK ROCKWELL AUTOMATION INC COM Industrials 80.0 $40K 0.01% +9.0 +12.7% $495.07 -12.9%
175 NOW SERVICENOW INC COM Technology 398.0 $40K 0.01% +259.0 +186.3% $99.28 +30.7%
176 DLTR DOLLAR TREE INC COM Consumer Defensive 324.0 $39K 0.01% +148.0 +84.1% $120.95 +6.2%
177 PAYX PAYCHEX INC COM Industrials 398.0 $39K 0.01% +291.0 +272.0% $98.33 +25.0%
178 DIS DISNEY WALT CO COM Communication Services 403.0 $39K 0.01% +8.0 +2.0% $96.25 +11.5%
179 EVR EVERCORE INC CLASS A Financial Services 111.0 $38K 0.01% +51.0 +85.0% $341.44 -15.9%
180 NUE NUCOR CORP COM Basic Materials 168.0 $37K 0.01% +77.0 +84.6% $222.75 +8.0%
Page 9 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%