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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 27 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 CMS CMS ENERGY CORP COM Utilities 191.0 $15K 0.00% +17.0 +9.8% $77.58 -3.9%
522 SOUTHSTATE BK CORP COM 160.0 $15K 0.00% +25.0 +18.5% $92.52
523 CHRW C H ROBINSON WORLDWIDE IN COM NEW Industrials 89.0 $15K 0.00% +47.0 +111.9% $166.07 +4.9%
524 WAB WABTEC COM Industrials 59.0 $15K 0.00% -8.0 -11.9% $249.92 +2.6%
525 AR ANTERO RESOURCES CORP COM Energy 346.0 $15K 0.00% +124.0 +55.9% $42.44 -13.4%
526 FCFS FIRSTCASH HOLDINGS INC COM Financial Services 78.0 $15K 0.00% +23.0 +41.8% $188.00 +21.1%
527 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 534.0 $15K 0.00% +88.0 +19.7% $27.46 -1.6%
528 SENEA SENECA FOODS CORP NEW CL A Consumer Defensive 97.0 $15K 0.00% -28.0 -22.4% $151.12 -8.0%
529 NOW SERVICENOW INC COM Technology 139.0 $15K 0.00% -611.0 -81.5% $104.55 -2.3%
530 D DOMINION ENERGY INC COM Utilities 235.0 $15K 0.00% +127.0 +117.6% $61.82 +9.5%
531 RDN RADIAN GROUP INC COM Financial Services 434.0 $14K 0.00% +58.0 +15.4% $33.08 +9.8%
532 INGERSOLL RAND INC COM 179.0 $14K 0.00% +86.0 +92.5% $80.12
533 RS RELIANCE INC COM Basic Materials 47.0 $14K 0.00% +27.0 +135.0% $303.91 +20.8%
534 RF REGIONS FINANCIAL CORP NEW COM Financial Services 544.0 $14K 0.00% +258.0 +90.2% $26.12 +6.5%
535 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 312.0 $14K 0.00% +81.0 +35.1% $45.30 -30.2%
536 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 194.0 $14K 0.00% +92.0 +90.2% $72.69 +6.6%
537 BE BLOOM ENERGY CORP COM CL A Industrials 104.0 $14K 0.00% +55.0 +112.2% $135.49 +123.3%
538 LNT ALLIANT ENERGY CORP COM Utilities 196.0 $14K 0.00% +85.0 +76.6% $71.76 +3.1%
539 LUV SOUTHWEST AIRLS CO COM Industrials 373.0 $14K 0.00% +222.0 +147.0% $37.57 +8.8%
540 HSBC HSBC HLDGS PLC SPON ADR NEW Financial Services 169.0 $14K 0.00% $82.49 +11.6%
Page 27 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%