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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 5 of 23  ·  454 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WWD WOODWARD INC COM Industrials 100.0 $43K 0.01% -6.0 -5.7% $425.44 -15.4%
82 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 129.0 $41K 0.01% -8.0 -5.8% $317.53 -5.3%
83 FITB FIFTH THIRD BANCORP COM Financial Services 723.0 $41K 0.01% -188.0 -20.6% $56.37 -2.5%
84 PNC PNC FINL SVCS GROUP INC COM Financial Services 164.0 $40K 0.01% -2.0 -1.2% $246.22 +0.1%
85 SSRM SSR MINING IN COM Basic Materials 1,418.0 $40K 0.01% -26.0 -1.8% $28.28 +25.1%
86 UBER UBER TECHNOLOGIES INC COM Technology 547.0 $39K 0.01% -103.0 -15.8% $72.16 +8.1%
87 BSX BOSTON SCIENTIFIC CORP COM Healthcare 894.0 $38K 0.01% -2K -71.9% $42.68 +21.9%
88 PKG PACKAGING CORP AMER COM Consumer Cyclical 160.0 $38K 0.01% -8.0 -4.8% $238.28 +6.1%
89 VIG VANGUARD DIVIDEND APPRECIATION ETF 161.0 $38K 0.01% -25.0 -13.4% $236.62 +3.5%
90 SHW SHERWIN WILLIAMS CO COM Basic Materials 110.0 $38K 0.01% -94.0 -46.1% $344.32 +2.7%
91 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 72.0 $36K 0.01% -3.0 -4.0% $496.74 +11.1%
92 ITW ILLINOIS TOOL WKS INC COM Industrials 131.0 $35K 0.01% -6.0 -4.4% $270.47 +5.1%
93 TMUS T-MOBILE US INC COM Communication Services 211.0 $35K 0.01% -66.0 -23.8% $167.73 +8.7%
94 SHEL SHELL PLC SPON ADS Energy 450.0 $35K 0.01% -500.0 -52.6% $77.54 +19.6%
95 AME AMETEK INC COM Industrials 141.0 $34K 0.01% -2.0 -1.4% $241.94 +0.5%
96 CTVA CORTEVA INC COM Basic Materials 397.0 $34K 0.01% -15.0 -3.6% $84.69 -7.2%
97 CNP CENTERPOINT ENERGY INC COM Utilities 748.0 $33K 0.01% -7.0 -0.9% $44.04 -8.3%
98 WMB WILLIAMS COS INC COM Energy 437.0 $32K 0.01% -111.0 -20.3% $74.34 -1.5%
99 PHM PULTE GROUP INC COM Consumer Cyclical 232.0 $32K 0.01% -15.0 -6.1% $137.21 -4.8%
100 MAS MASCO CORP COM Industrials 370.0 $30K 0.01% -320.0 -46.4% $81.37 -7.5%
Page 5 of 23  ·  454 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%