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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 95 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 AGIO AGIOS PHARMACEUTICALS INC COM Healthcare 5.0 $136.0 NEW $27.20 +5.8%
1882 NWBI NORTHWEST BANCSHARES INC MD COM Financial Services 11.0 $132.0 NEW $12.00 +15.6%
1883 BFST BUSINESS FIRST BANCSHARES INC COM Financial Services 5.0 $131.0 NEW $26.20 +5.6%
1884 SLAB SILICON LABORATORIES INC COM Technology 1.0 $131.0 NEW $131.00 +65.6%
1885 NPK INTERNATIONAL INC COM SHS 11.0 $131.0 NEW $11.91
1886 HNI HNI CORP COM Industrials 3.0 $126.0 NEW $42.00 -28.2%
1887 DNLI DENALI THERAPEUTICS INC COM Healthcare 7.0 $116.0 NEW $16.57 +14.7%
1888 LKFN LAKELAND FINL CORP COM Financial Services 2.0 $114.0 NEW $57.00 +4.1%
1889 GCI LIBERTY INC COM SER C 3.0 $112.0 NEW $37.33
1890 BEAM BEAM THERAPEUTICS INC COM Healthcare 4.0 $111.0 NEW $27.75 -1.2%
1891 EFSC ENTERPRISE FINL SVCS CORP COM Financial Services 2.0 $108.0 NEW $54.00 +11.6%
1892 HRTX HERON THERAPEUTICS INC COM Healthcare 79.0 $103.0 NEW $1.30 -35.7%
1893 LADR LADDER CAP CORP CL A Real Estate 9.0 $99.0 NEW $11.00 -9.2%
1894 SUPN SUPERNUS PHARMACEUTICALS INC COM Healthcare 2.0 $99.0 NEW $49.50 -0.9%
1895 TDOC TELADOC HEALTH INC COM Healthcare 14.0 $98.0 NEW $7.00 -8.6%
1896 CENT CENTRAL GARDEN & PET CO COM Consumer Defensive 3.0 $96.0 NEW $32.00 +19.4%
1897 PLUS EPLUS INC COM Technology 1.0 $88.0 NEW $88.00 -6.0%
1898 DFH DREAM FINDERS HOMES INC COM CL A Consumer Cyclical 5.0 $86.0 NEW $17.20 -23.0%
1899 HGTY HAGERTY INC CL A COM Financial Services 6.0 $81.0 NEW $13.50 -17.4%
1900 VNOM VIPER ENERGY INC CL A Energy 2.0 $77.0 NEW $38.50 +24.4%
Page 95 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%