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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 16 of 27  ·  529 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PLYX POLARYX THERAPEUTICS INC COM SHS Healthcare 189.0 $503.0 NEW $2.66 -22.2%
302 CVI CVR ENERGY INC COM Energy 18.0 $496.0 NEW $27.56 +43.4%
303 FOA FINANCE OF AMERICA COMPAN CL A NEW Financial Services 18.0 $495.0 NEW $27.50 -27.1%
304 PLTK PLAYTIKA HLDG CORP COM Technology 133.0 $495.0 NEW $3.72 -36.3%
305 CRDF CARDIFF ONCOLOGY INC COM Healthcare 379.0 $493.0 NEW $1.30 -32.3%
306 SXC SUNCOKE ENERGY INC COM Energy 61.0 $491.0 NEW $8.05 +20.4%
307 PELAGOS INS CAP LTD COM 20.0 $487.0 NEW $24.35
308 GBANK FINL HLDGS INC COM 16.0 $485.0 NEW $30.31
309 DFH DREAM FINDERS HOMES INC COM CL A Consumer Cyclical 28.0 $483.0 NEW $17.25 -13.5%
310 CRMD CORMEDIX INC COM Healthcare 61.0 $479.0 NEW $7.85 +4.4%
311 DHT DHT HOLDINGS INC SHS NEW Energy 29.0 $479.0 NEW $16.52 +20.0%
312 HUMA HUMACYTE INC COM Healthcare 610.0 $476.0 NEW $0.78 -17.7%
313 COOK TRAEGER INC COM NEW Consumer Cyclical 6.0 $473.0 NEW $78.83 -29.7%
314 FOXF FOX FACTORY HLDG CORP COM Consumer Cyclical 27.0 $458.0 NEW $16.96 +28.8%
315 SMBC SOUTHERN MO BANCORP INC COM Financial Services 6.0 $457.0 NEW $76.17 -2.3%
316 FLWS 1 800 FLOWERS COM INC CL A Consumer Cyclical 129.0 $449.0 NEW $3.48 +14.1%
317 BSRR SIERRA BANCORP COM Financial Services 11.0 $448.0 NEW $40.73 -2.0%
318 ATLO AMES NATL CORP COM Financial Services 15.0 $444.0 NEW $29.60 +7.3%
319 PSTL POSTAL REALTY TRUST INC CL A Real Estate 18.0 $444.0 NEW $24.67 -7.2%
320 GOOD GLADSTONE COMMERCIAL CORP COM Real Estate 36.0 $443.0 NEW $12.31 +4.9%
Page 16 of 27  ·  529 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%