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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 81 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 IDYA IDEAYA BIOSCIENCES INC COM Healthcare 40.0 $1K +14.0 +53.9% $37.27 +8.1%
1602 SITM SITIME CORP COM Technology 2.0 $1K NEW $745.50 -21.9%
1603 SPIRE GLOBAL INC COM CL A NEW 80.0 $1K NEW $18.60
1604 AMR ALPHA METALLURGICAL RESOUR INC COM Energy 9.0 $1K +1.0 +12.5% $164.89 +29.5%
1605 CLDT CHATHAM LODGING TR COM Real Estate 112.0 $1K NEW $13.23 +2.3%
1606 AMBP ARDAGH METAL PACKAGING S A SHS Consumer Cyclical 311.0 $1K +277.0 +814.7% $4.74 +12.1%
1607 RALLIANT CORP COM 20.0 $1K NEW $73.65
1608 IOSP INNOSPEC INC COM Basic Materials 18.0 $1K -2.0 -10.0% $81.39 +15.9%
1609 MSBI MIDLAND STATES BANCORP INC COM Financial Services 47.0 $1K NEW $31.15 +5.4%
1610 MYGN MYRIAD GENETICS INC COM Healthcare 256.0 $1K NEW $5.71 -46.3%
1611 VREX VAREX IMAGING CORP COM Healthcare 140.0 $1K NEW $10.43 +77.6%
1612 WOR WORTHINGTON ENTERPRISES INC COM Industrials 27.0 $1K $53.78 +5.4%
1613 EXLS EXLSERVICE HLDGS INC COM Technology 56.0 $1K NEW $25.86 +45.9%
1614 TNXP TONIX PHARMACEUTICALS HLDG CO COM NEW Healthcare 113.0 $1K NEW $12.76 -1.9%
1615 THRY THRYV HLDGS INC COM NEW Communication Services 365.0 $1K +195.0 +114.7% $3.94 -47.8%
1616 STANDARDAERO INC COM 48.0 $1K NEW $29.92
1617 MBWM MERCANTILE BK CORP COM Financial Services 25.0 $1K NEW $57.44 +4.7%
1618 SLM SLM CORP COM Financial Services 55.0 $1K -5.0 -8.3% $25.95 +2.2%
1619 WLDN WILLDAN GROUP INC COM Industrials 18.0 $1K NEW $79.11 +6.2%
1620 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 144.0 $1K +100.0 +227.3% $9.86 +4.9%
Page 81 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%