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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 15 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PWR QUANTA SVCS INC COM Industrials 71.0 $51K 0.01% -2.0 -2.7% $720.04 -8.0%
282 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 146.0 $51K 0.01% +68.0 +87.2% $350.07 -9.6%
283 HWM HOWMET AEROSPACE INC COM Industrials 190.0 $51K 0.01% -9.0 -4.5% $268.86 +1.8%
284 CIEN CIENA CORP COM NEW Technology 104.0 $51K 0.01% +4.0 +4.0% $490.56 -20.0%
285 RL RALPH LAUREN CORP CL A Consumer Cyclical 127.0 $51K 0.01% +93.0 +273.5% $401.41 -7.2%
286 VRSN VERISIGN INC COM Technology 202.0 $51K 0.01% +162.0 +405.0% $251.56 +10.1%
287 PSX PHILLIPS 66 COM Energy 300.0 $51K 0.01% -8.0 -2.6% $169.05 +42.0%
288 TDG TRANSDIGM GROUP INC COM Industrials 38.0 $51K 0.01% +6.0 +18.8% $1332.05 -11.4%
289 KMI KINDER MORGAN INC DEL COM Energy 1,561.0 $50K 0.01% -68.0 -4.2% $31.97 -1.1%
290 ROST ROSS STORES INC COM Consumer Cyclical 234.0 $50K 0.01% +21.0 +9.9% $212.85 +7.6%
291 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 668.0 $50K 0.01% -26.0 -3.8% $74.53 +1.6%
292 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM Communication Services 199.0 $50K 0.01% -55.0 -21.6% $249.98 -3.9%
293 NTRA NATERA INC COM Healthcare 183.0 $50K 0.01% +156.0 +577.8% $271.45 +19.7%
294 NFLX NETFLIX INC. COM Communication Services 686.0 $49K 0.01% -753.0 -52.3% $71.40 +12.2%
295 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 920.0 $49K 0.01% +520.0 +130.0% $53.10 +20.0%
296 CVS CVS HEALTH CORP COM Healthcare 470.0 $49K 0.01% -23.0 -4.7% $103.45 -9.5%
297 IXC ISHARES GLOBAL ENERGY ETF 988.0 $49K 0.01% +14.0 +1.4% $49.13 +19.2%
298 APA APA CORPORATION COM Energy 1,489.0 $48K 0.01% +409.0 +37.9% $32.57 +36.3%
299 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 200.0 $48K 0.01% NEW $242.42 -2.0%
300 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 478.0 $48K 0.01% +74.0 +18.3% $100.28 -5.2%
Page 15 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%