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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 46 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 YETI YETI HLDGS INC COM Consumer Cyclical 42.0 $2K +8.0 +23.5% $36.60 +14.5%
902 PRME PRIME MEDICINE INC COM Healthcare 436.0 $2K +140.0 +47.3% $3.48 -22.4%
903 CCS CENTURY COMMUNITIES INC COM Consumer Cyclical 26.0 $1K +10.0 +62.5% $57.38 -12.1%
904 TFSL TFS FINL CORP COM Financial Services 106.0 $1K +80.0 +307.7% $14.05 +9.9%
905 EDIT EDITAS MEDICINE INC COM Healthcare 600.0 $1K +275.0 +84.6% $2.47 -0.4%
906 PRK PARK NATL CORP COM Financial Services 9.0 $1K +4.0 +80.0% $163.44 +2.0%
907 DORM DORMAN PRODS INC COM Consumer Cyclical 14.0 $1K +3.0 +27.3% $104.36 +8.1%
908 IOSP INNOSPEC INC COM Basic Materials 20.0 $1K +16.0 +400.0% $73.00 +5.3%
909 ULS UL SOLUTIONS INC CLASS A COM SHS Industrials 17.0 $1K +13.0 +325.0% $85.71 +16.7%
910 UAA UNDER ARMOUR INC CL A Consumer Cyclical 246.0 $1K +136.0 +123.6% $5.91 -13.0%
911 TOWN TOWNEBANK PORTSMOUTH VA COM Financial Services 43.0 $1K +20.0 +87.0% $33.67 +1.2%
912 PLMR PALOMAR HLDGS INC COM Financial Services 12.0 $1K +2.0 +20.0% $119.50 -5.1%
913 CENTA CENTRAL GARDEN & PET CO CL A NON-VTG Consumer Defensive 44.0 $1K +26.0 +144.4% $32.41 +5.9%
914 SBCF SEACOAST BKG CORP FLA COM NEW Financial Services 47.0 $1K +38.0 +422.2% $30.30 -1.7%
915 RXO RXO INC COMMON STOCK Industrials 97.0 $1K +65.0 +203.1% $14.62 +44.5%
916 WOR WORTHINGTON ENTERPRISES INC COM Industrials 27.0 $1K +17.0 +170.0% $52.15 +2.6%
917 ADUS ADDUS HOMECARE CORP COM Healthcare 15.0 $1K +8.0 +114.3% $93.67 +0.1%
918 ENPH ENPHASE ENERGY INC COM Energy 37.0 $1K +20.0 +117.7% $37.81 +23.7%
919 MIR MIRION TECHNOLOGIES INC COM CL A Industrials 75.0 $1K +19.0 +33.9% $18.59 -1.2%
920 DXC DXC TECHNOLOGY CO COM Technology 110.0 $1K +9.0 +8.9% $12.57 -29.0%
Page 46 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%