Portfolio (Quarterly)
Guide ↗
Fortitude Family Office, LLC
· CIK 0001950506| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 301 | RDN | RADIAN GROUP INC COM | Financial Services | 434.0 | $14K | 0.00% | +58.0 | +15.4% | $33.08 | +13.4% |
| 302 | — | INGERSOLL RAND INC COM | — | 179.0 | $14K | 0.00% | +86.0 | +92.5% | $80.12 | — |
| 303 | RS | RELIANCE INC COM | Basic Materials | 47.0 | $14K | 0.00% | +27.0 | +135.0% | $303.91 | +18.0% |
| 304 | RF | REGIONS FINANCIAL CORP NEW COM | Financial Services | 544.0 | $14K | 0.00% | +258.0 | +90.2% | $26.12 | +5.3% |
| 305 | TSCO | TRACTOR SUPPLY CO COM | Consumer Cyclical | 312.0 | $14K | 0.00% | +81.0 | +35.1% | $45.30 | -29.5% |
| 306 | ADM | ARCHER DANIELS MIDLAND CO COM | Consumer Defensive | 194.0 | $14K | 0.00% | +92.0 | +90.2% | $72.69 | +7.0% |
| 307 | BE | BLOOM ENERGY CORP COM CL A | Industrials | 104.0 | $14K | 0.00% | +55.0 | +112.2% | $135.49 | +108.6% |
| 308 | LNT | ALLIANT ENERGY CORP COM | Utilities | 196.0 | $14K | 0.00% | +85.0 | +76.6% | $71.76 | +1.5% |
| 309 | LUV | SOUTHWEST AIRLS CO COM | Industrials | 373.0 | $14K | 0.00% | +222.0 | +147.0% | $37.57 | +5.6% |
| 310 | OSK | OSHKOSH CORP COM | Industrials | 94.0 | $14K | 0.00% | +9.0 | +10.6% | $147.21 | -14.8% |
| 311 | LPLA | LPL FINL HLDGS INC COM | Financial Services | 46.0 | $14K | 0.00% | +22.0 | +91.7% | $300.83 | -4.4% |
| 312 | THC | TENET HEALTHCARE CORP COM NEW | Healthcare | 73.0 | $14K | 0.00% | +41.0 | +128.1% | $188.71 | -2.3% |
| 313 | — | BUNGE GLOBAL SA COM SHS | — | 108.0 | $14K | 0.00% | +71.0 | +191.9% | $127.20 | — |
| 314 | OVV | OVINTIV INC COM | Energy | 231.0 | $14K | 0.00% | +113.0 | +95.8% | $59.36 | +1.8% |
| 315 | VTRS | VIATRIS INC COM | Healthcare | 1,008.0 | $14K | 0.00% | +543.0 | +116.8% | $13.51 | +21.7% |
| 316 | JXN | JACKSON FINANCIAL INC COM CL A | Financial Services | 128.0 | $14K | 0.00% | +29.0 | +29.3% | $105.72 | +4.7% |
| 317 | AKAM | AKAMAI TECHNOLOGIES INC COM | Technology | 117.0 | $13K | 0.00% | +55.0 | +88.7% | $114.85 | +23.3% |
| 318 | STT | STATE STR CORP COM | Financial Services | 106.0 | $13K | 0.00% | +63.0 | +146.5% | $126.56 | +21.7% |
| 319 | MKL | MARKEL GROUP INC COM | Financial Services | 7.0 | $13K | 0.00% | +2.0 | +40.0% | $1914.00 | -3.1% |
| 320 | EVRG | EVERGY INC COM | Utilities | 163.0 | $13K | 0.00% | +68.0 | +71.6% | $81.92 | +1.5% |
① 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
28.1%
Financial Services
15.0%
Energy
10.7%
Consumer Defensive
9.6%
Industrials
9.4%
Healthcare
8.3%
Communication Services
8.2%
Consumer Cyclical
6.9%
Utilities
1.9%
Basic Materials
1.1%