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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 46 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 FCEL FUELCELL ENERGY INC COM NEW Industrials 207.0 $7K 0.00% $36.01 -45.7%
902 AIT APPLIED INDL TECHNOLOGIES INC COM Industrials 22.0 $7K 0.00% -1.0 -4.3% $338.14 +1.0%
903 HUDSON PACIFIC PROPERTIES INC COM 488.0 $7K 0.00% +235.0 +92.9% $15.19
904 DDS DILLARDS INC CL A Consumer Cyclical 14.0 $7K 0.00% $528.43 +17.6%
905 EHC ENCOMPASS HEALTH CORP COM Healthcare 73.0 $7K 0.00% +5.0 +7.3% $101.08 +19.0%
906 GFS GLOBALFOUNDRIES INC ORDINARY SHARES Technology 89.0 $7K 0.00% +50.0 +128.2% $82.40 -41.7%
907 CNH INDL N V SHS 651.0 $7K 0.00% -85.0 -11.6% $11.23
908 PODD INSULET CORP COM Healthcare 48.0 $7K 0.00% +18.0 +60.0% $152.25 -2.7%
909 VSAT VIASAT INC COM Technology 81.0 $7K 0.00% +7.0 +9.5% $89.81 -16.8%
910 FAF FIRST AMERN FINL CORP COM Financial Services 106.0 $7K 0.00% +2.0 +1.9% $68.59 +4.6%
911 DOCU DOCUSIGN INC COM Technology 163.0 $7K 0.00% +123.0 +307.5% $44.42 +39.6%
912 RRGB RED ROBIN GOURMET BURGERS INC COM Consumer Cyclical 906.0 $7K 0.00% $7.99 +25.0%
913 WMS ADVANCED DRAIN SYS INC DEL COM Industrials 46.0 $7K 0.00% -3.0 -6.1% $156.96 -8.4%
914 PLXS PLEXUS CORP COM Technology 24.0 $7K 0.00% $300.67 -20.1%
915 OII OCEANEERING INTL INC COM Energy 178.0 $7K 0.00% +74.0 +71.2% $40.52 +30.8%
916 ALV AUTOLIV INC COM Consumer Cyclical 62.0 $7K 0.00% $116.18 +7.9%
917 EL LAUDER ESTEE COS INC CL A Consumer Defensive 91.0 $7K 0.00% +26.0 +40.0% $78.95 +29.1%
918 LRN STRIDE INC COM Consumer Defensive 83.0 $7K 0.00% $86.24 -2.2%
919 AVY AVERY DENNISON CORP COM Industrials 44.0 $7K 0.00% -7.0 -13.7% $162.34 +13.2%
920 MDU MDU RES GROUP INC COM Industrials 336.0 $7K 0.00% -3.0 -0.9% $21.21 -5.9%
Page 46 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%