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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 41 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 NJR NEW JERSEY RES CORP COM Utilities 167.0 $9K 0.00% $56.04 -4.5%
802 WTFC WINTRUST FINL CORP COM Financial Services 58.0 $9K 0.00% +1.0 +1.8% $160.72 -5.0%
803 SPXC SPX TECHNOLOGIES INC COM Industrials 38.0 $9K 0.00% +8.0 +26.7% $245.16 -15.5%
804 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 207.0 $9K 0.00% $44.85
805 AM ANTERO MIDSTREAM CORP COM Energy 408.0 $9K 0.00% -10.0 -2.4% $22.75 -2.7%
806 JEF JEFFERIES FINANCIAL GROUP INC COM Financial Services 185.0 $9K 0.00% +12.0 +6.9% $49.98 +4.7%
807 FNF FIDELITY NATL FINL INC COM SHS Financial Services 196.0 $9K 0.00% -12.0 -5.8% $47.16 +0.3%
808 VLTO VERALTO CORP COM SHS Industrials 104.0 $9K 0.00% +13.0 +14.3% $88.68 +11.4%
809 PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 397.0 $9K 0.00% -1K -71.6% $23.18 +8.6%
810 ESTC ELASTIC N V ORD SHS Technology 161.0 $9K 0.00% NEW $57.02 +50.7%
811 NBN NORTHEAST BK PORTLAND ME COM Financial Services 69.0 $9K 0.00% $132.54 -1.5%
812 LEN LENNAR CORP CL A Consumer Cyclical 101.0 $9K 0.00% +2.0 +2.0% $90.49 -3.8%
813 FE FIRSTENERGY CORP COM Utilities 192.0 $9K 0.00% -45.0 -19.0% $47.54 -3.3%
814 PRI PRIMERICA INC COM Financial Services 32.0 $9K 0.00% +1.0 +3.2% $284.19 +4.1%
815 VITL VITAL FARMS INC COM Consumer Defensive 779.0 $9K 0.00% NEW $11.63 -9.1%
816 LCID LUCID GROUP INC COM NEW Consumer Cyclical 1,352.0 $9K 0.00% +1K +4406.7% $6.69 -17.6%
817 AYI ACUITY INC COM Industrials 24.0 $9K 0.00% +8.0 +50.0% $376.67 -8.9%
818 ELAN ELANCO ANIMAL HEALTH INC COM Healthcare 367.0 $9K 0.00% -68.0 -15.6% $24.61 -2.6%
819 MYRG MYR GROUP INC COM Industrials 18.0 $9K 0.00% +5.0 +38.5% $500.39 -37.9%
820 SJM SMUCKER J M CO COM NEW Consumer Defensive 80.0 $9K 0.00% -16.0 -16.7% $112.50 +10.5%
Page 41 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%