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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 68 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 LAZ LAZARD INC COM Financial Services 66.0 $3K 0.00% +52.0 +371.4% $41.94 +5.1%
1342 RNST RENASANT CORP COM Financial Services 65.0 $3K 0.00% $42.54 -2.6%
1343 APLD APPLIED DIGITAL CORP COM NEW Technology 74.0 $3K 0.00% $37.30 -27.9%
1344 ANNX ANNEXON INC COM Healthcare 483.0 $3K 0.00% +396.0 +455.2% $5.71 -11.4%
1345 BGC BGC GROUP INC CL A Financial Services 258.0 $3K 0.00% $10.69 +11.8%
1346 NOVT NOVANTA INC COM Technology 17.0 $3K 0.00% $162.24 -14.0%
1347 CBU COMMUNITY FINANCIAL SYSTEM INC COM Financial Services 41.0 $3K 0.00% $67.12 -6.1%
1348 AMPX AMPRIUS TECHNOLOGIES INC COMMON STOCK Industrials 198.0 $3K 0.00% $13.86 -28.9%
1349 ASO ACADEMY SPORTS & OUTDOORS INC COM Consumer Cyclical 58.0 $3K 0.00% -6.0 -9.4% $47.14 -2.1%
1350 SKY CHAMPION HOMES INC COM Consumer Cyclical 31.0 $3K 0.00% +1.0 +3.3% $88.13 +3.9%
1351 UPST UPSTART HLDGS INC COM Financial Services 77.0 $3K 0.00% $35.43 -15.6%
1352 CPNG COUPANG INC CL A Consumer Cyclical 157.0 $3K 0.00% -60.0 -27.6% $17.37 -5.4%
1353 HRI HERC HLDGS INC COM Industrials 19.0 $3K 0.00% +10.0 +111.1% $143.32 +10.2%
1354 LUNR INTUITIVE MACHINES INC CLASS A COM Industrials 127.0 $3K 0.00% +37.0 +41.1% $21.39 -22.1%
1355 AIR AAR CORP COM Industrials 19.0 $3K 0.00% +2.0 +11.8% $142.95 -5.8%
1356 FRONTVIEW REIT INC COM 134.0 $3K 0.00% $20.23
1357 MARQETA INC CL A COM 667.0 $3K 0.00% NEW $4.06
1358 SYM SYMBOTIC INC CLASS A COM Industrials 60.0 $3K 0.00% -22.0 -26.8% $44.95 -10.9%
1359 TBPH THERAVANCE BIOPHARMA INC COM Healthcare 158.0 $3K 0.00% $17.00 +0.1%
1360 FCN FTI CONSULTING INC COM Industrials 18.0 $3K 0.00% -7.0 -28.0% $149.00 +4.4%
Page 68 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%