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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 106 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 NEXXEN INTL LTD SHS NEW 25.0 $226.0 NEW $9.04
2102 GWRS GLOBAL WTR RES INC COM Utilities 31.0 $224.0 NEW $7.23 +22.8%
2103 SVCO SILVACO GROUP INC COM Technology 16.0 $221.0 NEW $13.81 -51.1%
2104 BBAI BIGBEAR AI HLDGS INC COM Technology 60.0 $220.0 $3.67 -15.9%
2105 BALLYS CORPORATION COMMON STOCK 16.0 $219.0 NEW $13.69
2106 AFCG ADVANCED FLOWER CAP INC COM Real Estate 70.0 $217.0 NEW $3.10 +7.1%
2107 CTO CTO RLTY GROWTH INC NEW COM Real Estate 10.0 $215.0 NEW $21.50 +2.2%
2108 POOL POOL CORP COM Industrials 1.0 $215.0 -2.0 -66.7% $215.00 -11.5%
2109 USO UNITED STATES OIL FUND LP Financial Services 2.0 $213.0 NEW $106.50 +26.3%
2110 PEGA PEGASYSTEMS INC COM Technology 7.0 $210.0 -23.0 -76.7% $30.00 +12.0%
2111 ISTR INVESTAR HOLDING CORP COM Financial Services 7.0 $210.0 NEW $30.00 +0.3%
2112 ACM AECOM COM Industrials 3.0 $209.0 -71.0 -96.0% $69.67 -6.4%
2113 WEST WESTROCK COFFEE CO COM Consumer Defensive 25.0 $203.0 NEW $8.12 +2.1%
2114 DOX AMDOCS LTD SHS Technology 4.0 $202.0 -21.0 -84.0% $50.50 +20.6%
2115 MCCORMICK & CO INC COM VTG 4.0 $202.0 -2.0 -33.3% $50.50
2116 EPSN EPSILON ENERGY LTD COM Energy 37.0 $200.0 NEW $5.41 +4.4%
2117 NBTB NBT BANCORP INC COM Financial Services 4.0 $197.0 $49.25 +5.3%
2118 RPC RIDGEPOST CAP INC CL A COM Financial Services 25.0 $197.0 NEW $7.88 +9.5%
2119 FCAP FIRST CAP INC COM Financial Services 3.0 $194.0 NEW $64.67 -3.2%
2120 AVD AMERICAN VANGUARD CORP COM Basic Materials 69.0 $193.0 NEW $2.80 -20.3%
Page 106 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%