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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 42 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 HURN HURON CONSULTING GROUP INC COM Industrials 28.0 $5K 0.00% NEW $172.89 -39.1%
822 TMHC TAYLOR MORRISON HOME CORP COM Consumer Cyclical 82.0 $5K 0.00% NEW $58.87 -2.4%
823 EXR EXTRA SPACE STORAGE INC COM Real Estate 37.0 $5K 0.00% NEW $130.22 +10.5%
824 TROW PRICE T ROWE GROUP INC COM Financial Services 47.0 $5K 0.00% NEW $102.38 -0.5%
825 CHTR CHARTER COMMUNICATIONS INC NEW CL A Communication Services 23.0 $5K 0.00% NEW $208.74 -28.7%
826 OIS OIL STS INTL INC COM Energy 708.0 $5K 0.00% NEW $6.77 +31.2%
827 XPO XPO INC COM Industrials 35.0 $5K 0.00% NEW $135.91 +55.0%
828 LRN STRIDE INC COM Consumer Defensive 73.0 $5K 0.00% NEW $64.93 +35.0%
829 KIDS ORTHOPEDIATRICS CORP COM Healthcare 266.0 $5K 0.00% NEW $17.76 +3.8%
830 CRS CARPENTER TECHNOLOGY CORP COM Industrials 15.0 $5K 0.00% NEW $314.87 +39.2%
831 DCH AMERICAN AXLE & MFG HLDGS INC COM Industrials 736.0 $5K 0.00% NEW $6.41 -4.1%
832 AVB AVALONBAY CMNTYS INC COM Real Estate 26.0 $5K 0.00% NEW $181.31 +1.5%
833 ALLY ALLY FINL INC COM Financial Services 104.0 $5K 0.00% NEW $45.29 -5.6%
834 WEN WENDYS CO COM Consumer Cyclical 565.0 $5K 0.00% NEW $8.33 -7.0%
835 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 69.0 $5K 0.00% NEW $68.12 -31.1%
836 MOS MOSAIC CO NEW COM Basic Materials 194.0 $5K 0.00% NEW $24.09 -8.9%
837 ZTS ZOETIS INC CL A Healthcare 37.0 $5K 0.00% NEW $125.81 -36.6%
838 ABG ASBURY AUTOMOTIVE GROUP INC COM Consumer Cyclical 20.0 $5K 0.00% NEW $232.55 -20.3%
839 DXCM DEXCOM INC COM Healthcare 70.0 $5K 0.00% NEW $66.37 +8.3%
840 LNC LINCOLN NATL CORP IND COM Financial Services 104.0 $5K 0.00% NEW $44.53 -19.2%
Page 42 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%