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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 6 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EAF GRAFTECH INTL LTD SR NT COM NEW Industrials 88.0 $597.0 NEW $6.78 +25.9%
102 HLNE HAMILTON LANE INC CL A Financial Services 6.0 $596.0 NEW $99.33 -15.3%
103 OM OUTSET MED INC COM NEW Healthcare 154.0 $591.0 NEW $3.84 +14.1%
104 ORKA ORUKA THERAPEUTICS INC COM Healthcare 12.0 $589.0 NEW $49.08 +17.1%
105 LYFT LYFT INC CL A COM Technology 44.0 $585.0 NEW $13.30 -0.9%
106 SPIR SPIRE GLOBAL INC COM CL A NEW Industrials 46.0 $579.0 NEW $12.59 +52.0%
107 KLXE KLX ENERGY SERVICES HOLDINGS COM NEW Energy 218.0 $567.0 NEW $2.60 +31.5%
108 MBX MBX BIOSCIENCES INC COM Healthcare 19.0 $567.0 NEW $29.84 +1.8%
109 ASST STRIVE INC CL A COM Communication Services 56.0 $561.0 NEW $10.02 +69.5%
110 UAMY UNITED STATES ANTIMONY CORP COM Basic Materials 64.0 $559.0 NEW $8.73 -14.8%
111 TREE LENDINGTREE INC COM Financial Services 13.0 $557.0 NEW $42.85 -17.1%
112 PAL PROFICIENT AUTO LOGISTICS INC COM Industrials 82.0 $556.0 NEW $6.78 -24.8%
113 HOV HOVNANIAN ENTERPRISES INC CL A NEW Consumer Cyclical 5.0 $555.0 NEW $111.00 -15.2%
114 SLDB SOLID BIOSCIENCES INC COM NEW Healthcare 77.0 $554.0 NEW $7.19 -15.5%
115 IMRX IMMUNEERING CORP CLASS A COM Healthcare 105.0 $553.0 NEW $5.27 -4.7%
116 VOR VOR BIOPHARMA INC COM NEW Healthcare 31.0 $553.0 NEW $17.84 -12.8%
117 PGEN PRECIGEN INC COM Healthcare 142.0 $550.0 NEW $3.87 +7.4%
118 ALEC ALECTOR INC COM Healthcare 255.0 $548.0 NEW $2.15 -1.4%
119 KSCP KNIGHTSCOPE INC CL A NEW Industrials 131.0 $546.0 NEW $4.17 -37.4%
120 BXC BLUELINX HLDGS INC COM NEW Industrials 10.0 $542.0 NEW $54.20 -10.4%
Page 6 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%