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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 8 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CEG CONSTELLATION ENERGY CORP COM Utilities 569.0 $201K 0.05% NEW $353.27 -20.7%
142 IWN ISHARES RUSSELL 2000 VALUE ETF 1,102.0 $200K 0.05% NEW $181.21 +14.8%
143 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 2,242.0 $193K 0.04% NEW $86.27 -1.6%
144 NKE NIKE INC CL B Consumer Cyclical 3,009.0 $192K 0.04% NEW $63.71 -31.2%
145 YUM YUM BRANDS INC COM Consumer Cyclical 1,243.0 $188K 0.04% NEW $151.28 +1.2%
146 ORCL ORACLE CORP COM Technology 961.0 $187K 0.04% NEW $194.91 -5.5%
147 PFE PFIZER INC COM Healthcare 7,461.0 $186K 0.04% NEW $24.90 +3.5%
148 INTC INTEL CORP COM Technology 4,975.0 $184K 0.04% NEW $36.90 +215.2%
149 REM ISHARES MORTGAGE REAL ESTATE ETF 8,235.0 $183K 0.04% NEW $22.18 -2.1%
150 BX BLACKSTONE INC COM Financial Services 1,163.0 $179K 0.04% NEW $154.14 -24.3%
151 MRK MERCK & CO INC COM Healthcare 1,673.0 $176K 0.04% NEW $105.26 +7.4%
152 XBI STATE STREET SPDR S&P BIOTECH ETF 1,400.0 $171K 0.04% NEW $121.93 +7.8%
153 CB CHUBB LIMITED COM Financial Services 535.0 $167K 0.04% NEW $312.12 +5.1%
154 QCOM QUALCOMM INC COM Technology 949.0 $162K 0.04% NEW $171.05 +18.2%
155 APH AMPHENOL CORP NEW CL A Technology 1,197.0 $162K 0.04% NEW $135.14 -10.2%
156 LRCX LAM RESEARCH CORP COM NEW Technology 939.0 $161K 0.04% NEW $171.18 +69.7%
157 MMM 3M CO COM Industrials 997.0 $160K 0.04% NEW $160.10 -6.7%
158 NEE NEXTERA ENERGY INC COM Utilities 1,962.0 $158K 0.04% NEW $80.28 +10.5%
159 PG PROCTER AND GAMBLE CO COM Consumer Defensive 1,099.0 $157K 0.04% NEW $143.31 -0.3%
160 DUK DUKE ENERGY CORP NEW COM NEW Utilities 1,326.0 $155K 0.04% NEW $117.21 +6.2%
Page 8 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%