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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 84 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 HWKN HAWKINS INC COM Basic Materials 9.0 $1K $142.11 -16.3%
1662 MGNX MACROGENICS INC COM Healthcare 276.0 $1K $4.62 -11.2%
1663 LGIH LGI HOMES INC COM Consumer Cyclical 20.0 $1K -12.0 -37.5% $63.70 -8.7%
1664 INDV INDIVIOR PHARMACEUTICALS INC COM Healthcare 31.0 $1K +7.0 +29.2% $41.03 -10.1%
1665 IMNM IMMUNOME INC COM Healthcare 60.0 $1K $21.18 +34.6%
1666 MAX MEDIAALPHA INC CL A Communication Services 101.0 $1K NEW $12.57 +2.9%
1667 SMBK SMARTFINANCIAL INC COM NEW Financial Services 27.0 $1K NEW $46.93 +8.8%
1668 BANR BANNER CORP COM NEW Financial Services 19.0 $1K $66.42 +7.1%
1669 ARQT ARCUTIS BIOTHERAPEUTICS INC COM Healthcare 48.0 $1K NEW $26.23 -4.4%
1670 VIA VIA TRANSN INC COM CL A Technology 69.0 $1K NEW $18.14 +48.7%
1671 EZPW EZCORP INC CL A NON VTG Financial Services 36.0 $1K $34.58 -6.8%
1672 NEWT NEWTEKONE INC COM NEW Financial Services 84.0 $1K NEW $14.81 -15.4%
1673 ONL ORION PROPERTIES INC COM Real Estate 430.0 $1K $2.89 -1.8%
1674 BLZE BACKBLAZE INC COM CL A Technology 78.0 $1K NEW $15.86 -0.4%
1675 RVLV REVOLVE GROUP INC CL A Consumer Cyclical 54.0 $1K $22.89 +3.8%
1676 PRLD PRELUDE THERAPEUTICS INC COM Healthcare 230.0 $1K $5.33 +24.4%
1677 RILY BRC GROUP HOLDINGS INC COM Financial Services 152.0 $1K $8.04 -11.4%
1678 WDFC WD 40 CO COM Basic Materials 5.0 $1K -1.0 -16.7% $243.60 -10.9%
1679 GREIF INC CL B 13.0 $1K +1.0 +8.3% $93.54
1680 ALRM ALARM COM HLDGS INC COM Technology 26.0 $1K +7.0 +36.8% $46.73 +23.1%
Page 84 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%