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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 44 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 INSM INSMED INC COM PAR $.01 Healthcare 77.0 $8K 0.00% +56.0 +266.7% $106.62 +18.0%
862 CHDN CHURCHILL DOWNS INC COM Consumer Cyclical 91.0 $8K 0.00% +3.0 +3.4% $89.64 +4.5%
863 FTDR FRONTDOOR INC COM Consumer Cyclical 105.0 $8K 0.00% +86.0 +452.6% $77.59 +6.4%
864 UMBF UMB FINL CORP COM Financial Services 57.0 $8K 0.00% +2.0 +3.6% $142.75 +1.7%
865 LAD LITHIA MTRS INC COM Consumer Cyclical 28.0 $8K 0.00% +8.0 +40.0% $290.50 +27.6%
866 WEN WENDYS CO COM Consumer Cyclical 978.0 $8K 0.00% +920.0 +1586.2% $8.29 +8.7%
867 UBSI UNITED BANKSHARES INC WEST VA COM Financial Services 176.0 $8K 0.00% +71.0 +67.6% $45.83 +4.3%
868 NNN NNN REIT INC COM Real Estate 173.0 $8K 0.00% +161.0 +1341.7% $46.53 -1.5%
869 UHS UNIVERSAL HLTH SVCS INC CL B Healthcare 54.0 $8K 0.00% -13.0 -19.4% $148.69 +19.2%
870 RVTY REVVITY INC COM Healthcare 72.0 $8K 0.00% +24.0 +50.0% $111.26 +12.1%
871 SCHF SCHWAB INTERNATIONAL EQUITY ETF 289.0 $8K 0.00% -81.0 -21.9% $27.70 +2.7%
872 SAIA SAIA INC COM Industrials 19.0 $8K 0.00% +2.0 +11.8% $421.16 -14.0%
873 WSBC WESBANCO INC COM Financial Services 204.0 $8K 0.00% +144.0 +240.0% $39.03 +4.7%
874 VSH VISHAY INTERTECHNOLOGY INC COM Technology 148.0 $8K 0.00% +7.0 +5.0% $53.78 -41.2%
875 SSD SIMPSON MFG INC COM Industrials 38.0 $8K 0.00% $209.34 -9.8%
876 M MACYS INC COM Consumer Cyclical 336.0 $8K 0.00% +102.0 +43.6% $23.55 -3.1%
877 PD PAGERDUTY INC COM Technology 819.0 $8K 0.00% +555.0 +210.2% $9.65 +27.7%
878 DCI DONALDSON INC COM Industrials 88.0 $8K 0.00% +1.0 +1.1% $89.77 +3.9%
879 PEN PENUMBRA INC COM Healthcare 25.0 $8K 0.00% +2.0 +8.7% $315.76 +3.0%
880 MATX MATSON INC COM Industrials 41.0 $8K 0.00% +2.0 +5.1% $192.22 +15.9%
Page 44 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%