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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 63 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 FELE FRANKLIN ELEC INC COM Industrials 33.0 $4K 0.00% +3.0 +10.0% $107.18 -3.8%
1242 ANNALY CAPITAL MANAGEMENT INC COM NEW 158.0 $4K 0.00% $22.36
1243 GRBK GREEN BRICK PARTNERS INC COM Consumer Cyclical 44.0 $4K 0.00% +3.0 +7.3% $80.05 -9.1%
1244 BRZE BRAZE INC COM CL A Technology 162.0 $4K 0.00% NEW $21.69 +44.9%
1245 REZI RESIDEO TECHNOLOGIES INC COM Industrials 113.0 $4K 0.00% -51.0 -31.1% $31.10 -38.0%
1246 OPTU OPTIMUM COMMUNICATIONS INC CL A Communication Services 2,419.0 $4K 0.00% NEW $1.45 -40.7%
1247 CGEM CULLINAN THERAPEUTICS INC COM Healthcare 192.0 $3K 0.00% $18.21 +19.8%
1248 CYTK CYTOKINETICS INC COM NEW Healthcare 41.0 $3K 0.00% +23.0 +127.8% $85.20 -9.5%
1249 HLF HERBALIFE LTD COM SHS Consumer Defensive 262.0 $3K 0.00% NEW $13.15 -4.3%
1250 FFIN FIRST FINL BANKSHARES INC COM Financial Services 99.0 $3K 0.00% +3.0 +3.1% $34.60 -1.8%
1251 MGEE MGE ENERGY INC COM Utilities 42.0 $3K 0.00% -4.0 -8.7% $81.55 -2.7%
1252 SAIC SCIENCE APPLICATIONS INTL CORP COM Technology 31.0 $3K 0.00% +1.0 +3.3% $110.42 +14.9%
1253 FLAGSTAR BANK NATIONAL ASSOCIA COM NEW 229.0 $3K 0.00% +20.0 +9.6% $14.94
1254 VICR VICOR CORP COM Technology 9.0 $3K 0.00% +2.0 +28.6% $379.78 -50.0%
1255 ABG ASBURY AUTOMOTIVE GROUP INC COM Consumer Cyclical 17.0 $3K 0.00% +6.0 +54.5% $201.06 +4.9%
1256 MTX MINERALS TECHNOLOGIES INC COM Basic Materials 46.0 $3K 0.00% +9.0 +24.3% $73.98 -2.8%
1257 ORIC ORIC PHARMACEUTICALS INC COM Healthcare 314.0 $3K 0.00% NEW $10.83 +24.3%
1258 DCH DAUCH CORP COM Industrials 622.0 $3K 0.00% $5.42 +19.2%
1259 UFPI UFP INDUSTRIES INC COM Basic Materials 37.0 $3K 0.00% -17.0 -31.5% $90.73 -1.7%
1260 ESAB ESAB CORPORATION COM Industrials 34.0 $3K 0.00% +17.0 +100.0% $98.62 -19.6%
Page 63 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%