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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 111 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 RICK RCI HOSPITALITY HLDGS INC COM Consumer Cyclical 2.0 $55.0 NEW $27.50 +14.0%
2202 HF FOODS GROUP INC COM 39.0 $55.0 NEW $1.41
2203 FENC FENNEC PHARMACEUTICALS INC COM Healthcare 5.0 $54.0 NEW $10.80 +9.9%
2204 HLX HELIX ENERGY SOLUTIONS GRP INC COM Energy 6.0 $52.0 NEW $8.67 +20.3%
2205 OSG OCTAVE SPECIALTY GROUP INC COM NEW Financial Services 8.0 $50.0 NEW $6.25 -27.4%
2206 AURA AURA BIOSCIENCES INC COM Healthcare 7.0 $50.0 NEW $7.14 +9.1%
2207 AVNS AVANOS MED INC COM Healthcare 2.0 $50.0 NEW $25.00 -0.0%
2208 INVX INNOVEX INTERNATIONAL INC COM Energy 2.0 $50.0 NEW $25.00 +17.7%
2209 TWO HARBORS INVENTMENT CORPOR COM 4.0 $50.0 NEW $12.50
2210 UNB UNION BANKSHARES INC COM Financial Services 2.0 $49.0 NEW $24.50 -0.9%
2211 VIRC VIRCO MFG CO COM Consumer Cyclical 8.0 $49.0 NEW $6.12 -3.7%
2212 NATIONAL CINEMEDIA INC COM NEW 13.0 $49.0 NEW $3.77
2213 TZOO TRAVELZOO COM NEW Communication Services 4.0 $47.0 $11.75 -41.4%
2214 CZWI CITIZENS CMNTY BANCORP INC MD COM Financial Services 2.0 $47.0 NEW $23.50 -10.9%
2215 ACTU ACTUATE THERAPEUTICS INC COM Healthcare 30.0 $46.0 NEW $1.53 -30.9%
2216 AISP AIRSHIP AI HLDGS INC COM Technology 19.0 $45.0 NEW $2.37 -13.0%
2217 BCBP BCB BANCORP INC COM Financial Services 4.0 $43.0 NEW $10.75 -19.3%
2218 PEBK PEOPLES BANCORP N C INC COM Financial Services 1.0 $43.0 NEW $43.00 +1.2%
2219 OMCL OMNICELL COM COM Healthcare 1.0 $42.0 NEW $42.00 -13.3%
2220 RM REGIONAL MGMT CORP COM Financial Services 1.0 $41.0 NEW $41.00 -18.1%
Page 111 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%