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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 10 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CEG CONSTELLATION ENERGY CORP COM Utilities 419.0 $104K 0.02% $248.37 +10.7%
182 BK BANK OF NY MELLON CORP COM Financial Services 691.0 $100K 0.02% +17.0 +2.5% $144.61 -1.9%
183 ANET ARISTA NETWORKS INC COM SHS Technology 587.0 $100K 0.02% +260.0 +79.5% $169.88 +9.0%
184 SCHW SCHWAB CHARLES CORP COM Financial Services 1,079.0 $100K 0.02% +357.0 +49.5% $92.27 +20.2%
185 BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 2,606.0 $99K 0.02% $37.94 -5.6%
186 CI THE CIGNA GROUP COM Healthcare 356.0 $98K 0.02% +17.0 +5.0% $275.68 +0.0%
187 BX BLACKSTONE INC COM Financial Services 802.0 $94K 0.02% -6.0 -0.7% $117.67 +21.2%
188 CSX CSX CORP COM Industrials 1,968.0 $94K 0.02% +567.0 +40.5% $47.53 +7.9%
189 COHR COHERENT CORP COM Technology 235.0 $93K 0.02% +3.0 +1.3% $394.47 -27.9%
190 GD GENERAL DYNAMICS CORP COM Industrials 261.0 $92K 0.02% $354.24 +10.6%
191 ORCL ORACLE CORP COM Technology 619.0 $91K 0.02% +136.0 +28.2% $146.55 -3.3%
192 CMI CUMMINS INC COM Industrials 127.0 $91K 0.02% +7.0 +5.8% $713.21 -16.2%
193 FAST FASTENAL CO COM Industrials 1,818.0 $87K 0.02% -18.0 -1.0% $48.03 +6.4%
194 GILD GILEAD SCIENCES INC COM Healthcare 690.0 $87K 0.02% +83.0 +13.7% $126.34 +15.8%
195 AXP AMERICAN EXPRESS CO COM Financial Services 254.0 $86K 0.02% +70.0 +38.0% $338.25 -1.4%
196 MPC MARATHON PETE CORP COM Energy 331.0 $85K 0.02% +84.0 +34.0% $255.67 +42.8%
197 AMKR AMKOR TECHNOLOGY INC COM Technology 978.0 $84K 0.02% +627.0 +178.6% $86.23 -41.5%
198 LMT LOCKHEED MARTIN CORP COM Industrials 164.0 $84K 0.02% +15.0 +10.1% $509.46 +13.2%
199 TRV TRAVELERS COMPANIES INC COM Financial Services 253.0 $84K 0.02% +15.0 +6.3% $330.12 +10.6%
200 DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 2,000.0 $83K 0.02% $41.73 +1.5%
Page 10 of 114  ·  2,271 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%