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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 52 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 PFS PROVIDENT FINL SVCS INC COM Financial Services 240.0 $6K 0.00% +184.0 +328.6% $23.64 +0.1%
1022 SEADRILL LTD COM 150.0 $6K 0.00% +88.0 +141.9% $37.82
1023 AMSC AMERICAN SUPERCONDUCTOR CORP SHS NEW Industrials 136.0 $6K 0.00% +118.0 +655.6% $41.51 -30.2%
1024 DEI DOUGLAS EMMETT INC COM Real Estate 477.0 $6K 0.00% NEW $11.80 +1.3%
1025 ESE ESCO TECHNOLOGIES INC COM Technology 16.0 $6K 0.00% $350.06 -20.4%
1026 QRVO QORVO INC COM Technology 60.0 $6K 0.00% +5.0 +9.1% $93.27 +2.2%
1027 GGG GRACO INC COM Industrials 74.0 $6K 0.00% -20.0 -21.3% $75.61 +6.2%
1028 ATOM ATOMERA INC COM Technology 640.0 $6K 0.00% +20.0 +3.2% $8.71 -48.0%
1029 J JACOBS SOLUTIONS INC COM Industrials 44.0 $6K 0.00% -17.0 -27.9% $126.00 +20.3%
1030 USFR WISDOMTREE FLOATING RATE TREASURY FUND 110.0 $6K 0.00% +40.0 +57.1% $50.35 +0.3%
1031 CVCO CAVCO INDS INC DEL COM Consumer Cyclical 9.0 $6K 0.00% +2.0 +28.6% $614.33 -4.6%
1032 ALSN ALLISON TRANSMISSION HLDGS INC COM Consumer Cyclical 49.0 $6K 0.00% -4.0 -7.5% $112.73 +17.0%
1033 ASAN ASANA INC CL A Technology 789.0 $6K 0.00% +721.0 +1060.3% $7.00 +39.9%
1034 LAUR LAUREATE ED INC COMMON STOCK Consumer Defensive 152.0 $6K 0.00% +8.0 +5.6% $36.32 +2.4%
1035 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 715.0 $5K 0.00% +149.0 +26.3% $7.68 -26.0%
1036 KN KNOWLES CORP COM Technology 132.0 $5K 0.00% NEW $41.48 -21.0%
1037 LBRT LIBERTY ENERGY INC COM CL A Energy 209.0 $5K 0.00% +10.0 +5.0% $26.19 -29.1%
1038 PSMT PRICESMART INC COM Consumer Defensive 28.0 $5K 0.00% +2.0 +7.7% $195.36 -10.2%
1039 SBAC SBA COMMUNICATIONS CORP CL A Real Estate 31.0 $5K 0.00% +16.0 +106.7% $176.45 +4.3%
1040 NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS Consumer Cyclical 259.0 $5K 0.00% +35.0 +15.6% $21.11 -18.0%
Page 52 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%