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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 59 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 PDFS PDF SOLUTIONS INC COM Technology 60.0 $4K 0.00% NEW $70.78 -37.8%
1162 ZWS ZURN ELKAY WATER SOLNS CORP COM Industrials 84.0 $4K 0.00% +5.0 +6.3% $50.54 -3.3%
1163 HQY HEALTHEQUITY INC COM Healthcare 47.0 $4K 0.00% +14.0 +42.4% $90.32 +16.7%
1164 TKO TKO GROUP HOLDINGS INC CL A Communication Services 21.0 $4K 0.00% -2.0 -8.7% $201.33 -3.9%
1165 NWE NORTHWESTERN ENERGY GROUP INC COM NEW Utilities 59.0 $4K 0.00% +3.0 +5.4% $71.63 -2.7%
1166 OFG OFG BANCORP COM Financial Services 86.0 $4K 0.00% $49.07 +6.7%
1167 EBC EASTERN BANKSHARES INC COM Financial Services 189.0 $4K 0.00% +75.0 +65.8% $22.24 +1.8%
1168 POR PORTLAND GEN ELEC CO COM NEW Utilities 81.0 $4K 0.00% -12.0 -12.9% $51.83 -4.1%
1169 OUSTER INC COM NEW 67.0 $4K 0.00% $62.52
1170 TFX TELEFLEX INCORPORATED COM Healthcare 33.0 $4K 0.00% +17.0 +106.2% $126.76 +9.1%
1171 RELX RELX PLC SPONSORED ADR Communication Services 132.0 $4K 0.00% -4.0 -2.9% $31.67 +14.9%
1172 SOMNIGROUP INTERNATIONAL INC COM 53.0 $4K 0.00% +25.0 +89.3% $78.40
1173 DLX DELUXE CORP MEDIUM TERM NTS COM Communication Services 173.0 $4K 0.00% NEW $23.88 +0.8%
1174 BRO BROWN & BROWN INC COM Financial Services 64.0 $4K 0.00% +29.0 +82.9% $64.16 +16.3%
1175 AVDE AVANTIS INTERNATIONAL EQUITY ETF 46.0 $4K 0.00% NEW $89.20 +5.4%
1176 LW LAMB WESTON HLDGS INC COM Consumer Defensive 95.0 $4K 0.00% -4.0 -4.0% $43.18 +26.9%
1177 DYN DYNE THERAPEUTICS INC COM Healthcare 184.0 $4K 0.00% +159.0 +636.0% $22.21 +17.0%
1178 TW TRADEWEB MKTS INC CL A Financial Services 41.0 $4K 0.00% -21.0 -33.9% $99.66 +8.8%
1179 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 343.0 $4K 0.00% $11.89 +56.9%
1180 TPC TUTOR PERINI CORP COM Industrials 49.0 $4K 0.00% +3.0 +6.5% $82.98 +6.4%
Page 59 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%