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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 11 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PAYO PAYONEER GLOBAL INC COM Technology 24.0 $116.0 NEW $4.83 -0.7%
202 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 2.0 $74.0 NEW $37.00 +14.5%
203 CRNC CERENCE INC COM Technology 9.0 $57.0 NEW $6.33 +44.9%
204 DV DOUBLEVERIFY HLDGS INC COM Technology 3.0 $29.0 NEW $9.67 -2.1%
205 WW INTL INC COM NEW 1.0 $14.0 NEW $14.00
206 PHARMACYTE BIOTECH INC COM NEW 1.0 $1.0 NEW $1.00
Page 11 of 11  ·  206 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%