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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 35 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 MRCY MERCURY SYS INC COM Industrials 129.0 $9K 0.00% +13.0 +11.2% $72.91 +32.2%
682 FOXA FOX CORP CL A COM Communication Services 161.0 $9K 0.00% +19.0 +13.4% $58.40 +10.0%
683 EMN EASTMAN CHEM CO COM Basic Materials 123.0 $9K 0.00% +75.0 +156.2% $76.32 -4.1%
684 AEIS ADVANCED ENERGY INDS COM Industrials 29.0 $9K 0.00% +22.0 +314.3% $322.72 +0.3%
685 FHN FIRST HORIZON CORPORATION COM Financial Services 411.0 $9K 0.00% +196.0 +91.2% $22.76 +5.9%
686 AES AES CORP COM Utilities 660.0 $9K 0.00% +213.0 +47.6% $14.09 +4.2%
687 HWC HANCOCK WHITNEY CORPORATION COM Financial Services 146.0 $9K 0.00% +40.0 +37.7% $63.59 +4.8%
688 SJM SMUCKER J M CO COM NEW Consumer Defensive 96.0 $9K 0.00% +23.0 +31.5% $96.44 +4.2%
689 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 207.0 $9K 0.00% $44.45
690 LYB LYONDELLBASELL INDUSTRIES NV SHS - A - Basic Materials 114.0 $9K 0.00% +65.0 +132.7% $80.56 -13.0%
691 NJR NEW JERSEY RES CORP COM Utilities 167.0 $9K 0.00% +138.0 +475.9% $54.92 +4.1%
692 HL HECLA MINING COMPANY COM Basic Materials 492.0 $9K 0.00% +291.0 +144.8% $18.63 -7.1%
693 SCHF SCHWAB INTERNATIONAL EQUITY ETF 370.0 $9K 0.00% +4.0 +1.1% $24.75 +10.5%
694 DY DYCOM INDS INC COM Industrials 27.0 $9K 0.00% +14.0 +107.7% $338.81 +22.3%
695 IFF INTERNATIONAL FLAVORS&FRAGRANC COM Basic Materials 125.0 $9K 0.00% +107.0 +594.4% $72.55 +3.7%
696 BBIO BRIDGEBIO PHARMA INC COM Healthcare 122.0 $9K 0.00% +52.0 +74.3% $74.26 -5.4%
697 HRL HORMEL FOODS CORP COM Consumer Defensive 399.0 $9K 0.00% +304.0 +320.0% $22.65 -6.9%
698 XERS XERIS BIOPHARMA HOLDINGS INC COM Healthcare 1,553.0 $9K 0.00% $5.80 +7.4%
699 MUR MURPHY OIL CORP COM Energy 218.0 $9K 0.00% +91.0 +71.7% $41.25 -8.4%
700 BLOCK INC CL A 149.0 $9K 0.00% +66.0 +79.5% $60.18
Page 35 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%