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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 40 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 JEF JEFFERIES FINANCIAL GROUP INC COM Financial Services 173.0 $7K 0.00% +34.0 +24.5% $41.27 +27.1%
782 BEN FRANKLIN RESOURCES INC COM Financial Services 302.0 $7K 0.00% +196.0 +184.9% $23.62 +30.7%
783 BFH BREAD FINANCIAL HOLDINGS INC COM Financial Services 95.0 $7K 0.00% +25.0 +35.7% $74.89 +14.5%
784 VTR VENTAS INC COM Real Estate 87.0 $7K 0.00% $81.78 +8.3%
785 TE T1 ENERGY INC COM NEW Industrials 1,612.0 $7K 0.00% +69.0 +4.5% $4.39 +98.2%
786 VAL VALARIS LTD CL A Energy 72.0 $7K 0.00% +29.0 +67.4% $98.04 +11.8%
787 EXEL EXELIXIS INC COM Healthcare 164.0 $7K 0.00% +105.0 +178.0% $42.89 +15.8%
788 ALK ALASKA AIR GROUP INC COM Industrials 191.0 $7K 0.00% +107.0 +127.4% $36.78 +11.7%
789 MDU MDU RES GROUP INC COM Industrials 339.0 $7K 0.00% +108.0 +46.8% $20.72 +5.4%
790 MOOG INC CL A 24.0 $7K 0.00% +16.0 +200.0% $292.62
791 CFR CULLEN FROST BANKERS INC COM Financial Services 51.0 $7K 0.00% +27.0 +112.5% $137.08 +1.4%
792 WTS WATTS WATER TECHNOLOGIES INC CL A Industrials 24.0 $7K 0.00% +12.0 +100.0% $290.29 +3.1%
793 JKHY HENRY JACK & ASSOC INC COM Technology 44.0 $7K 0.00% +22.0 +100.0% $158.05 -11.7%
794 OMF ONEMAIN HLDGS INC COM Financial Services 130.0 $7K 0.00% -8.0 -5.8% $53.49 +0.5%
795 AGCO AGCO CORP COM Industrials 60.0 $7K 0.00% +25.0 +71.4% $115.87 -3.3%
796 SNOW SNOWFLAKE INC COM SHS Technology 46.0 $7K 0.00% +5.0 +12.2% $150.83 +10.7%
797 GPN GLOBAL PMTS INC COM Industrials 103.0 $7K 0.00% +22.0 +27.2% $67.30 +7.9%
798 FSLR FIRST SOLAR INC COM Energy 35.0 $7K 0.00% +8.0 +29.6% $197.26 +26.2%
799 RBLX ROBLOX CORP CL A Technology 122.0 $7K 0.00% -5.0 -3.9% $56.56 -19.0%
800 GLOBUS MED INC CL A 80.0 $7K 0.00% +32.0 +66.7% $86.16
Page 40 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%