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Portfolio (Quarterly) Guide ↗

Fortitude Family Office, LLC

· CIK 0001950506
13F Portfolio $430M AUM Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1919 New
Page 22 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 LEN LENNAR CORP CL A Consumer Cyclical 178.0 $18K 0.00% NEW $102.80 -16.1%
422 RVMD REVOLUTION MEDICINES INC COM Healthcare 228.0 $18K 0.00% NEW $79.65 +92.4%
423 WAL WESTERN ALLIANCE BANCORP COM Financial Services 216.0 $18K 0.00% NEW $84.07 -7.9%
424 L LOEWS CORP COM Financial Services 172.0 $18K 0.00% NEW $105.31 +3.3%
425 CTVA CORTEVA INC COM Basic Materials 270.0 $18K 0.00% NEW $67.03 +17.5%
426 SOFI SOFI TECHNOLOGIES INC COM Financial Services 691.0 $18K 0.00% NEW $26.18 -41.2%
427 ACGL ARCH CAP GROUP LTD ORD Financial Services 188.0 $18K 0.00% NEW $95.92 +0.9%
428 DOV DOVER CORP COM Industrials 92.0 $18K 0.00% NEW $195.24 +5.5%
429 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 400.0 $18K 0.00% NEW $44.71 +33.5%
430 DLTR DOLLAR TREE INC COM Consumer Defensive 145.0 $18K 0.00% NEW $123.01 -24.8%
431 GPC GENUINE PARTS CO COM Consumer Cyclical 142.0 $17K 0.00% NEW $122.96 -21.7%
432 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 30.0 $17K 0.00% NEW $580.70 -14.5%
433 MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS Financial Services 1,093.0 $17K 0.00% NEW $15.86 +21.7%
434 BDJ BLACKROCK ENHANCED EQUITY DIVI COM Financial Services 1,819.0 $17K 0.00% NEW $9.48 -4.3%
435 PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW Healthcare 635.0 $17K 0.00% NEW $27.08 -0.7%
436 CCL CARNIVAL CORP PAIRED CTF Consumer Cyclical 563.0 $17K 0.00% NEW $30.54 -17.2%
437 FCNCA FIRST CTZNS BANCSHARES INC DEL CL A Financial Services 8.0 $17K 0.00% NEW $2146.12 -9.2%
438 KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW Industrials 226.0 $17K 0.00% NEW $75.91 -28.5%
439 RNR RENAISSANCERE HLDGS LTD COM Financial Services 61.0 $17K 0.00% NEW $281.16 +7.6%
440 SMPL SIMPLY GOOD FOODS CO COM Consumer Defensive 851.0 $17K 0.00% NEW $20.08 -43.7%
Page 22 of 96  ·  1,919 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 27.7%
Financial Services 19.9%
Industrials 14.7%
Healthcare 8.0%
Consumer Cyclical 7.2%
Communication Services 7.2%
Energy 7.0%
Consumer Defensive 5.7%
Utilities 1.2%
Real Estate 1.0%