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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 95 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 UVSP UNIVEST FINANCIAL CORPORATION COM Financial Services 16.0 $700.0 NEW $43.75 -4.9%
1882 SFIX STITCH FIX INC COM CL A Consumer Cyclical 170.0 $699.0 NEW $4.11 -18.8%
1883 ARKO ARKO CORP COM Consumer Cyclical 87.0 $699.0 NEW $8.03 -40.9%
1884 MAA MID-AMER APT CMNTYS INC COM Real Estate 5.0 $695.0 NEW $139.00 -5.5%
1885 OLED UNIVERSAL DISPLAY CORP COM Technology 8.0 $693.0 -7.0 -46.7% $86.62 -0.9%
1886 OFLX OMEGA FLEX INC COM Industrials 22.0 $691.0 +4.0 +22.2% $31.41 -12.9%
1887 JOUT JOHNSON OUTDOORS INC CL A Consumer Cyclical 15.0 $691.0 NEW $46.07 +3.0%
1888 DXC DXC TECHNOLOGY CO COM Technology 78.0 $690.0 -32.0 -29.1% $8.85 +22.1%
1889 FDS FACTSET RESH SYS INC COM Financial Services 3.0 $690.0 -1.0 -25.0% $230.00 +30.4%
1890 UNIT UNITI GROUP LLC COM SHS Real Estate 60.0 $688.0 NEW $11.47 -13.1%
1891 VTEX VTEX SHS CL A Technology 171.0 $684.0 NEW $4.00 -8.8%
1892 TSSI TSS INC DEL COM Technology 55.0 $677.0 $12.31 -28.9%
1893 GIII G III APPAREL GROUP LTD COM Consumer Cyclical 20.0 $674.0 $33.70 +0.2%
1894 RNA ATRIUM THERAPEUTICS INC COM Healthcare 50.0 $673.0 NEW $13.46 -1.9%
1895 INFINITY NAT RES INC COM CL A 53.0 $673.0 NEW $12.70
1896 SEPN SEPTERNA INC COM Healthcare 20.0 $670.0 $33.50 +19.4%
1897 PRAXIS PRECISION MEDICINES INC COM NEW 2.0 $670.0 -5.0 -71.4% $335.00
1898 BMEA BIOMEA FUSION INC COM Healthcare 454.0 $667.0 $1.47 -6.7%
1899 EVER EVERQUOTE INC COM CL A Communication Services 28.0 $666.0 NEW $23.79 +6.1%
1900 OCCIDENTAL PETE CORP WT EXP 080327 25.0 $666.0 NEW $26.64
Page 95 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%