Portfolio (Quarterly)
Guide ↗
Fortitude Family Office, LLC
· CIK 0001950506| # | 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% |
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
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%