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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 77 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 MANH MANHATTAN ASSOCIATES INC COM Technology 5.0 $867.0 NEW $173.40 -22.4%
1522 VIRT VIRTU FINL INC CL A Financial Services 26.0 $866.0 NEW $33.31 +61.4%
1523 AAP ADVANCE AUTO PARTS INC COM Consumer Cyclical 22.0 $865.0 NEW $39.32 +49.1%
1524 GAME GAMESQUARE HLDGS INC COM Technology 2,248.0 $865.0 NEW $0.38 +1.4%
1525 LSTR LANDSTAR SYS INC COM Industrials 6.0 $862.0 NEW $143.67 +33.0%
1526 ERIE ERIE INDTY CO CL A Financial Services 3.0 $860.0 NEW $286.67 -21.6%
1527 DCO DUCOMMUN INC DEL COM Industrials 9.0 $856.0 NEW $95.11 +50.3%
1528 CROX CROCS INC COM Consumer Cyclical 10.0 $855.0 NEW $85.50 +27.4%
1529 HAYW HAYWARD HLDGS INC COM Industrials 55.0 $850.0 NEW $15.45 -11.5%
1530 BANF BANCFIRST CORP COM Financial Services 8.0 $848.0 NEW $106.00 +5.0%
1531 COHU COHU INC COM Technology 36.0 $838.0 NEW $23.28 +96.1%
1532 LOPE GRAND CANYON ED INC COM Consumer Defensive 5.0 $832.0 NEW $166.40 -5.8%
1533 IBIO INC CON NEW 431.0 $832.0 NEW $1.93
1534 ATMU ATMUS FILTRATION TECHNOLOGIES COM Industrials 16.0 $831.0 NEW $51.94 -6.8%
1535 VRRM VERRA MOBILITY CORP CL A COM STK Technology 37.0 $829.0 NEW $22.41 -40.7%
1536 FFBC FIRST FINL BANCORP OH COM Financial Services 33.0 $826.0 NEW $25.03 +22.6%
1537 DOCU DOCUSIGN INC COM Technology 12.0 $821.0 NEW $68.42 -28.4%
1538 IAUX I-80 GOLD CORP COM Basic Materials 562.0 $821.0 NEW $1.46 +2.0%
1539 LXRX LEXICON PHARMACEUTICALS INC COM NEW Healthcare 706.0 $812.0 NEW $1.15 +93.9%
1540 FISV FISERV INC COM Technology 12.0 $806.0 NEW $67.17 -16.9%
Page 77 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%