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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 87 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 CHWY CHEWY INC CL A Consumer Cyclical 15.0 $496.0 NEW $33.07 -40.5%
1722 NTST NETSTREIT CORP COM Real Estate 28.0 $494.0 NEW $17.64 +16.1%
1723 CORT CORCEPT THERAPEUTICS INC COM Healthcare 14.0 $487.0 NEW $34.79 +67.4%
1724 TMDX TRANSMEDICS GROUP INC COM Healthcare 4.0 $487.0 NEW $121.75 -45.7%
1725 AD ARRAY DIGITAL INFRASTRUCTURE I COM Communication Services 9.0 $483.0 NEW $53.67 -4.5%
1726 ENVX ENOVIX CORPORATION COM Industrials 66.0 $482.0 NEW $7.30 -24.3%
1727 MC MOELIS & CO CL A Financial Services 7.0 $481.0 NEW $68.71 -9.4%
1728 WD WALKER & DUNLOP INC COM Financial Services 8.0 $481.0 NEW $60.12 -19.4%
1729 HHH HOWARD HUGHES HOLDINGS INC COM Real Estate 6.0 $479.0 NEW $79.83 -22.3%
1730 PAYC PAYCOM SOFTWARE INC COM Technology 3.0 $478.0 NEW $159.33 -11.4%
1731 SPMO INVESCO S&P 500 MOMENTUM ETF 4.0 $477.0 NEW $119.25 +20.2%
1732 CHH CHOICE HOTELS INTL INC COM Consumer Cyclical 5.0 $476.0 NEW $95.20 +11.5%
1733 NNN NNN REIT INC COM Real Estate 12.0 $476.0 NEW $39.67 +13.0%
1734 NOVT NOVANTA INC COM Technology 4.0 $476.0 NEW $119.00 +24.0%
1735 SGMO SANGAMO THERAPEUTICS INC COM Healthcare 1,126.0 $473.0 NEW $0.42 -61.9%
1736 AI C3 AI INC CL A Technology 35.0 $472.0 NEW $13.49 -31.2%
1737 PTLO PORTILLOS INC COM CL A Consumer Cyclical 104.0 $472.0 NEW $4.54 -12.3%
1738 GTX GARRETT MOTION INC COM Consumer Cyclical 27.0 $471.0 NEW $17.44 +71.2%
1739 ALGN ALIGN TECHNOLOGY INC COM Healthcare 3.0 $468.0 NEW $156.00 +4.7%
1740 SAFT SAFETY INS GROUP INC COM Financial Services 6.0 $467.0 NEW $77.83 -6.6%
Page 87 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%