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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 45 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 APG API GROUP CORP COM STK Industrials 186.0 $8K 0.00% -3.0 -1.6% $42.35 -2.8%
882 CSTM CONSTELLIUM SE CL A SHS Basic Materials 247.0 $8K 0.00% NEW $31.87 -15.2%
883 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 91.0 $8K 0.00% +5.0 +5.8% $86.09 +17.3%
884 CUBI CUSTOMERS BANCORP INC COM Financial Services 99.0 $8K 0.00% $79.10 +0.9%
885 RMD RESMED INC COM Healthcare 40.0 $8K 0.00% -12.0 -23.1% $194.88 +18.8%
886 AMG AFFILIATED MANAGERS GROUP COM Financial Services 23.0 $8K 0.00% +1.0 +4.5% $338.39 +5.3%
887 TENB TENABLE HLDGS INC COM Technology 211.0 $8K 0.00% NEW $36.88 -6.8%
888 SIG SIGNET JEWELERS LTD SHS Consumer Cyclical 90.0 $8K 0.00% +20.0 +28.6% $86.20 -5.6%
889 VTR VENTAS INC COM Real Estate 87.0 $8K 0.00% $88.80 +4.8%
890 CLF CLEVELAND-CLIFFS INC NEW COM Basic Materials 820.0 $8K 0.00% +251.0 +44.1% $9.39 +20.0%
891 HL HECLA MINING COMPANY COM Basic Materials 499.0 $8K 0.00% +7.0 +1.4% $15.43 +34.3%
892 LPG DORIAN LPG LTD SHS USD Energy 221.0 $8K 0.00% NEW $34.78 +47.0%
893 NOV NOV INC COM Energy 413.0 $8K 0.00% +91.0 +28.3% $18.55 +10.1%
894 GAP GAP INC COM Consumer Cyclical 410.0 $8K 0.00% -134.0 -24.6% $18.68 +6.0%
895 IDCC INTERDIGITAL INC COM Technology 27.0 $8K 0.00% +2.0 +8.0% $283.15 +20.9%
896 INVH INVITATION HOMES INC COM Real Estate 253.0 $8K 0.00% +216.0 +583.8% $30.21 -0.3%
897 RSI RUSH STREET INTERACTIVE INC COM Consumer Cyclical 254.0 $8K 0.00% +234.0 +1170.0% $29.74 -13.2%
898 VIAV VIAVI SOLUTIONS INC COM Technology 158.0 $8K 0.00% +20.0 +14.5% $47.75 -18.5%
899 ANF ABERCROMBIE & FITCH CO CL A Consumer Cyclical 83.0 $7K 0.00% +8.0 +10.7% $90.01 +21.1%
900 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 1,279.0 $7K 0.00% $5.83 +3.3%
Page 45 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%