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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 27  ·  529 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EXLS EXLSERVICE HLDGS INC COM Technology 56.0 $1K NEW $25.86 +46.1%
162 TNXP TONIX PHARMACEUTICALS HLDG CO COM NEW Healthcare 113.0 $1K NEW $12.76 -1.1%
163 STANDARDAERO INC COM 48.0 $1K NEW $29.92
164 MBWM MERCANTILE BK CORP COM Financial Services 25.0 $1K NEW $57.44 +3.0%
165 WLDN WILLDAN GROUP INC COM Industrials 18.0 $1K NEW $79.11 +7.7%
166 RCUS ARCUS BIOSCIENCES INC COM Healthcare 45.0 $1K NEW $30.82 -1.8%
167 SMITHFIELD FOODS INC COM 57.0 $1K NEW $24.26
168 CMRE COSTAMARE INC SHS Industrials 98.0 $1K NEW $14.02 +9.1%
169 FROG JFROG LTD ORD SHS Technology 15.0 $1K NEW $90.87 -1.1%
170 KURA KURA ONCOLOGY INC COM Healthcare 123.0 $1K NEW $10.97 +8.7%
171 UMH UMH PPTYS INC COM Real Estate 89.0 $1K NEW $15.13 +9.9%
172 KFRC KFORCE INC COM Industrials 28.0 $1K NEW $46.93 +24.7%
173 HELE HELEN OF TROY LTD COM Consumer Defensive 45.0 $1K NEW $29.07 -5.8%
174 OEC ORION S.A. COM Basic Materials 197.0 $1K NEW $6.63 -8.8%
175 HIW HIGHWOODS PPTYS INC COM Real Estate 43.0 $1K NEW $30.16 +4.0%
176 GDRX GOODRX HLDGS INC COM CL A Healthcare 448.0 $1K NEW $2.88 +21.7%
177 CLSK CLEANSPARK INC COM NEW Technology 88.0 $1K NEW $14.55 -16.4%
178 MAX MEDIAALPHA INC CL A Communication Services 101.0 $1K NEW $12.57 +6.1%
179 SMBK SMARTFINANCIAL INC COM NEW Financial Services 27.0 $1K NEW $46.93 +7.3%
180 ARQT ARCUTIS BIOTHERAPEUTICS INC COM Healthcare 48.0 $1K NEW $26.23 -3.8%
Page 9 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 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%