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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 15 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DIS DISNEY WALT CO COM Communication Services 395.0 $38K 0.01% -2K -84.2% $96.38 +5.7%
282 HAL HALLIBURTON CO COM Energy 975.0 $38K 0.01% +281.0 +40.5% $38.99 +11.7%
283 WWD WOODWARD INC COM Industrials 106.0 $38K 0.01% +26.0 +32.5% $357.92 -2.6%
284 TPR TAPESTRY INC COM Consumer Cyclical 268.0 $38K 0.01% +67.0 +33.3% $141.11 -6.7%
285 SYK STRYKER CORPORATION COM Healthcare 115.0 $38K 0.01% +29.0 +33.7% $328.59 -4.3%
286 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 137.0 $38K 0.01% -36.0 -20.8% $275.18 -14.1%
287 SONY SONY GROUP CORP SPONSORED ADR Technology 1,810.0 $37K 0.01% -185.0 -9.3% $20.70 +8.8%
288 KWEB KRANESHARES CSI CHINA INTERNET ETF 1,310.0 $37K 0.01% $28.43 -1.6%
289 TDG TRANSDIGM GROUP INC COM Industrials 32.0 $37K 0.01% +1.0 +3.2% $1158.97 +1.0%
290 EXC EXELON CORP COM Utilities 756.0 $37K 0.01% +296.0 +64.3% $49.02 -8.3%
291 ASML ASML HLDG NV N Y REGISTRY SHS Technology 28.0 $37K 0.01% -4.0 -12.5% $1320.82 +14.4%
292 LNG CHENIERE ENERGY INC COM NEW Energy 130.0 $37K 0.01% +79.0 +154.9% $283.76 -12.0%
293 ONDS ONDAS INC COM NEW Technology 4,071.0 $37K 0.01% NEW $9.04 +2.5%
294 AER AERCAP HOLDINGS NV SHS Industrials 267.0 $37K 0.01% $137.18 +0.5%
295 PGR PROGRESSIVE CORP COM Financial Services 184.0 $36K 0.01% -393.0 -68.1% $198.24 +1.7%
296 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 105.0 $36K 0.01% +39.0 +59.1% $345.15 -11.4%
297 ITW ILLINOIS TOOL WKS INC COM Industrials 137.0 $36K 0.01% +50.0 +57.5% $260.29 -5.8%
298 PKG PACKAGING CORP AMER COM Consumer Cyclical 168.0 $36K 0.01% +43.0 +34.4% $212.22 -2.7%
299 MFC MANULIFE FINL CORP COM Financial Services 1,035.0 $36K 0.01% $34.44 +9.9%
300 CVS CVS HEALTH CORP COM Healthcare 493.0 $35K 0.01% +195.0 +65.4% $71.79 +33.3%
Page 15 of 95  ·  1,886 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%