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Portfolio (Quarterly) Guide ↗

Fortitude Family Office, LLC

· CIK 0001950506
13F Portfolio $448M AUM 1,890 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 206 New 1027 Added 311 Reduced 239 Exited
Page 3 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 522.0 $173K 0.04% +5.0 +1.0% $330.87 -11.1%
42 SO SOUTHERN CO COM Utilities 1,742.0 $168K 0.04% +71.0 +4.2% $96.52 -2.9%
43 PM PHILIP MORRIS INTL INC COM Consumer Defensive 888.0 $147K 0.03% +165.0 +22.8% $165.34 +15.8%
44 PNW PINNACLE WEST CAP CORP COM Utilities 1,406.0 $142K 0.03% +58.0 +4.3% $100.75 -1.0%
45 LIN LINDE PLC SHS Basic Materials 281.0 $139K 0.03% +63.0 +28.9% $495.76 +3.0%
46 ADI ANALOG DEVICES INC COM Technology 433.0 $138K 0.03% +53.0 +13.9% $318.14 +30.2%
47 QCOM QUALCOMM INC COM Technology 1,036.0 $133K 0.03% +87.0 +9.2% $128.78 +58.1%
48 TJX TJX COS INC NEW COM Consumer Cyclical 832.0 $133K 0.03% +102.0 +14.0% $159.70 -5.9%
49 DE DEERE & CO COM Industrials 221.0 $124K 0.03% +166.0 +301.8% $563.30 +0.2%
50 KR KROGER CO COM Consumer Defensive 1,464.0 $106K 0.02% +472.0 +47.6% $72.36 -5.6%
51 AMD ADVANCED MICRO DEVICES INC COM Technology 519.0 $106K 0.02% +14.0 +2.8% $203.43 +103.5%
52 UNP UNION PAC CORP COM Industrials 426.0 $103K 0.02% +125.0 +41.5% $242.62 +13.4%
53 LOW LOWES COS INC COM Consumer Cyclical 434.0 $103K 0.02% +38.0 +9.6% $236.28 -7.7%
54 KO COCA COLA CO COM Consumer Defensive 1,328.0 $101K 0.02% +562.0 +73.4% $76.05 +6.8%
55 WDC WESTERN DIGITAL CORP COM Technology 368.0 $100K 0.02% +164.0 +80.4% $270.49 +69.6%
56 CI THE CIGNA GROUP COM Healthcare 339.0 $90K 0.02% +33.0 +10.8% $266.75 +9.2%
57 GD GENERAL DYNAMICS CORP COM Industrials 262.0 $90K 0.02% +39.0 +17.5% $342.65 +0.1%
58 FAST FASTENAL CO COM Industrials 1,836.0 $85K 0.02% +221.0 +13.7% $46.40 -5.2%
59 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 195.0 $85K 0.02% +35.0 +21.9% $433.97 -5.5%
60 GILD GILEAD SCIENCES INC COM Healthcare 607.0 $85K 0.02% +203.0 +50.2% $139.37 -7.0%
Page 3 of 52  ·  1,027 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 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%