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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 29 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 PODD INSULET CORP COM Healthcare 37.0 $11K 0.00% NEW $284.24 -44.9%
562 AEP AMERICAN ELEC PWR CO INC COM Utilities 91.0 $10K 0.00% NEW $115.31 +12.4%
563 ILMN ILLUMINA INC COM Healthcare 80.0 $10K 0.00% NEW $131.16 +10.4%
564 BROWN FORMAN CORP CL B 400.0 $10K 0.00% NEW $26.06
565 ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 213.0 $10K 0.00% NEW $48.75 -1.2%
566 FOXA FOX CORP CL A COM Communication Services 142.0 $10K 0.00% NEW $73.07 -12.1%
567 VNQ VANGUARD REAL ESTATE ETF 117.0 $10K 0.00% NEW $88.49 +9.2%
568 TE T1 ENERGY INC COM NEW Industrials 1,543.0 $10K 0.00% NEW $6.68 +30.2%
569 DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 220.0 $10K 0.00% NEW $46.85 +8.9%
570 RBLX ROBLOX CORP CL A Technology 127.0 $10K 0.00% NEW $81.03 -43.5%
571 CINF CINCINNATI FINL CORP COM Financial Services 63.0 $10K 0.00% NEW $163.32 +3.1%
572 ULTA ULTA BEAUTY INC COM Consumer Cyclical 17.0 $10K 0.00% NEW $605.00 -18.5%
573 KINIKSA PHARMACEUTICALS INTL P ORD SHS CL A 249.0 $10K 0.00% NEW $41.25
574 ACT ENACT HLDGS INC COM Financial Services 259.0 $10K 0.00% NEW $39.64 +9.5%
575 FIVE FIVE BELOW INC COM Consumer Cyclical 54.0 $10K 0.00% NEW $188.35 +16.7%
576 AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A Healthcare 806.0 $10K 0.00% NEW $12.60 -1.4%
577 TOL TOLL BROTHERS INC COM Consumer Cyclical 75.0 $10K 0.00% NEW $135.23 +0.8%
578 CIEN CIENA CORP COM NEW Technology 43.0 $10K 0.00% NEW $233.86 +151.1%
579 WYNN WYNN RESORTS LTD COM Consumer Cyclical 83.0 $10K 0.00% NEW $120.33 -18.5%
580 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 120.0 $10K 0.00% NEW $83.00 -37.0%
Page 29 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%