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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 38 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 PUMP PROPETRO HLDG CORP COM Energy 757.0 $11K 0.00% $14.34 -21.0%
742 WAL WESTERN ALLIANCE BANCORP COM Financial Services 132.0 $11K 0.00% +24.0 +22.2% $82.20 -3.1%
743 NXT NEXTPOWER INC CLASS A COM Technology 91.0 $11K 0.00% $119.14 -27.7%
744 AEIS ADVANCED ENERGY INDS COM Industrials 29.0 $11K 0.00% $372.86 -23.3%
745 ARMK ARAMARK COM Industrials 190.0 $11K 0.00% +5.0 +2.7% $56.90 +5.0%
746 SEIC SEI INVTS CO COM Financial Services 123.0 $11K 0.00% +20.0 +19.4% $87.71 +24.9%
747 EXEL EXELIXIS INC COM Healthcare 195.0 $11K 0.00% +31.0 +18.9% $54.41 -0.6%
748 NTB BANK OF N T BUTTERFIELD & SON SHS NEW Financial Services 177.0 $11K 0.00% +118.0 +200.0% $59.50 -1.5%
749 UCB UNITED CMNTY BKS BLAIRSVLE GA COM Financial Services 299.0 $10K 0.00% +198.0 +196.0% $35.09 +1.4%
750 AAL AMERICAN AIRLINES GROUP INC COM Industrials 580.0 $10K 0.00% +178.0 +44.3% $18.07 -23.5%
751 CTRE CARETRUST REIT INC COM Real Estate 259.0 $10K 0.00% $40.35 -1.9%
752 FR FIRST INDL RLTY TR INC COM Real Estate 170.0 $10K 0.00% NEW $61.31 +2.6%
753 BFH BREAD FINANCIAL HOLDINGS INC COM Financial Services 96.0 $10K 0.00% +1.0 +1.1% $108.35 -2.3%
754 FHN FIRST HORIZON CORPORATION COM Financial Services 405.0 $10K 0.00% -6.0 -1.5% $25.64 -3.9%
755 DIN DINE BRANDS GLOBAL INC COM Consumer Cyclical 289.0 $10K 0.00% $35.90 -0.2%
756 DASH DOORDASH INC CL A Communication Services 56.0 $10K 0.00% +30.0 +115.4% $184.54 +21.1%
757 AX AXOS FINANCIAL INC COM Financial Services 106.0 $10K 0.00% +48.0 +82.8% $97.39 -0.7%
758 GEN GEN DIGITAL INC COM Technology 413.0 $10K 0.00% +146.0 +54.7% $24.89 +16.2%
759 BTU PEABODY ENERGY CORP COM Energy 444.0 $10K 0.00% +78.0 +21.3% $23.12 +19.4%
760 ADT ADT INC DEL COM Industrials 1,574.0 $10K 0.00% +1K +381.4% $6.50 +13.5%
Page 38 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 36.0%
Financial Services 14.1%
Industrials 9.9%
Healthcare 9.8%
Energy 8.9%
Consumer Cyclical 7.7%
Communication Services 5.9%
Consumer Defensive 3.6%
Utilities 1.9%
Real Estate 1.1%