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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 58 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 WMS ADVANCED DRAIN SYS INC DEL COM Industrials 15.0 $2K 0.00% NEW $144.80 -5.5%
1142 VAL VALARIS LTD CL A Energy 43.0 $2K 0.00% NEW $50.40 +117.5%
1143 CAL CALERES INC COM Consumer Cyclical 178.0 $2K 0.00% NEW $12.17 +8.1%
1144 FTAI AVIATION LTD SHS 11.0 $2K 0.00% NEW $196.82
1145 TXRH TEXAS ROADHOUSE INC COM Consumer Cyclical 13.0 $2K 0.00% NEW $166.00 +7.4%
1146 SR SPIRE INC COM Utilities 26.0 $2K 0.00% NEW $82.69 +4.9%
1147 CADENCE BANK COM 50.0 $2K NEW $42.84
1148 AGYS AGILYSYS INC COM Technology 18.0 $2K NEW $118.83 -33.1%
1149 RAPT THERAPEUTICS INC COM NEW 63.0 $2K NEW $33.87
1150 TNDM TANDEM DIABETES CARE INC COM NEW Healthcare 97.0 $2K NEW $21.98 -31.6%
1151 LYB LYONDELLBASELL INDUSTRIES N V SHS - A - Basic Materials 49.0 $2K NEW $43.31 +61.8%
1152 CMCO COLUMBUS MCKINNON CORP N Y COM Industrials 123.0 $2K NEW $17.25 -15.0%
1153 CCC CCC INTELLIGENT SOLUTIONS HLD COM Technology 266.0 $2K NEW $7.95 -42.9%
1154 NOV NOV INC COM Energy 135.0 $2K NEW $15.63 +33.5%
1155 SONO SONOS INC COM Technology 120.0 $2K NEW $17.56 -14.5%
1156 DKNG DRAFTKINGS INC NEW COM CL A Consumer Cyclical 61.0 $2K NEW $34.46 -26.3%
1157 HILLENBRAND INC COM 66.0 $2K NEW $31.73
1158 SMURFIT WESTROCK PLC SHS 54.0 $2K NEW $38.67
1159 H HYATT HOTELS CORP COM CL A Consumer Cyclical 13.0 $2K NEW $160.31 +9.5%
1160 NYT NEW YORK TIMES CO CL A Communication Services 30.0 $2K NEW $69.43 +7.0%
Page 58 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%