Portfolio (Quarterly)
Guide ↗
Fortitude Family Office, LLC
· CIK 0001950506| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 601 | HUBB | HUBBELL INC COM | Industrials | 21.0 | $9K | 0.00% | NEW | — | $444.10 | +6.6% |
| 602 | OMF | ONEMAIN HLDGS INC COM | Financial Services | 138.0 | $9K | 0.00% | NEW | — | $67.55 | -18.1% |
| 603 | DIN | DINE BRANDS GLOBAL INC COM | Consumer Cyclical | 289.0 | $9K | 0.00% | NEW | — | $32.14 | -2.4% |
| 604 | AWK | AMERICAN WTR WKS CO INC NEW COM | Utilities | 71.0 | $9K | 0.00% | NEW | — | $130.51 | -5.5% |
| 605 | ODFL | OLD DOMINION FREIGHT LINE INC COM | Industrials | 59.0 | $9K | 0.00% | NEW | — | $156.80 | +43.6% |
| 606 | ANRO | ALTO NEUROSCIENCE INC COM SHS | Healthcare | 511.0 | $9K | 0.00% | NEW | — | $17.80 | +12.8% |
| 607 | COIN | COINBASE GLOBAL INC COM CL A | Financial Services | 40.0 | $9K | 0.00% | NEW | — | $226.15 | -16.4% |
| 608 | DOCS | DOXIMITY INC CL A | Healthcare | 204.0 | $9K | 0.00% | NEW | — | $44.28 | -51.7% |
| 609 | PTY | PIMCO CORPORATE & INCOME OPPOR COM | Financial Services | 700.0 | $9K | 0.00% | NEW | — | $12.90 | -7.9% |
| 610 | — | SANDISK CORP COM | — | 38.0 | $9K | 0.00% | NEW | — | $237.37 | — |
| 611 | CWST | CASELLA WASTE SYS INC CL A | Industrials | 92.0 | $9K | 0.00% | NEW | — | $97.93 | -16.1% |
| 612 | SNOW | SNOWFLAKE INC COM SHS | Technology | 41.0 | $9K | 0.00% | NEW | — | $219.37 | +16.5% |
| 613 | EXPD | EXPEDITORS INTL WASH INC COM | Industrials | 60.0 | $9K | 0.00% | NEW | — | $149.02 | +6.0% |
| 614 | TER | TERADYNE INC COM | Technology | 46.0 | $9K | 0.00% | NEW | — | $193.57 | +93.4% |
| 615 | HYT | BLACKROCK CORPOR HI YLD FD INC COM | Financial Services | 1,000.0 | $9K | 0.00% | NEW | — | $8.90 | -3.1% |
| 616 | — | SYNOVUS FINL CORP COM NEW | — | 177.0 | $9K | 0.00% | NEW | — | $50.05 | — |
| 617 | WCC | WESCO INTL INC COM | Industrials | 36.0 | $9K | 0.00% | NEW | — | $244.64 | +47.6% |
| 618 | WST | WEST PHARMACEUTICAL SVSC INC COM | Healthcare | 32.0 | $9K | 0.00% | NEW | — | $275.12 | +17.3% |
| 619 | AJG | GALLAGHER ARTHUR J & CO COM | Financial Services | 34.0 | $9K | 0.00% | NEW | — | $258.79 | -22.3% |
| 620 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | — | 366.0 | $9K | 0.00% | NEW | — | $24.04 | +15.5% |
① 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
27.7%
Financial Services
19.9%
Industrials
14.7%
Healthcare
8.0%
Consumer Cyclical
7.2%
Communication Services
7.2%
Energy
7.0%
Consumer Defensive
5.7%
Utilities
1.2%
Real Estate
1.0%