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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 41 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 CUBI CUSTOMERS BANCORP INC COM Financial Services 99.0 $7K 0.00% -2.0 -2.0% $69.41 +9.0%
802 EVEREST GROUP LTD COM 21.0 $7K 0.00% +12.0 +133.3% $326.86
803 PBF PBF ENERGY INC CL A Energy 144.0 $7K 0.00% +55.0 +61.8% $47.62 -18.0%
804 ANF ABERCROMBIE & FITCH CO CL A Consumer Cyclical 75.0 $7K 0.00% +7.0 +10.3% $91.37 -16.3%
805 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 19.0 $7K 0.00% +3.0 +18.8% $358.79 -11.8%
806 CAG CONAGRA BRANDS INC COM Consumer Defensive 432.0 $7K 0.00% -540.0 -55.6% $15.72 -14.9%
807 GPOR GULFPORT ENERGY CORP COMMON SHARES Energy 32.0 $7K 0.00% +10.0 +45.5% $211.56 -15.4%
808 THG HANOVER INS GROUP INC COM Financial Services 39.0 $7K 0.00% +18.0 +85.7% $173.36 +12.2%
809 COOPER COS INC COM 94.0 $7K 0.00% +67.0 +248.2% $71.50
810 WMS ADVANCED DRAIN SYS INC DEL COM Industrials 49.0 $7K 0.00% +34.0 +226.7% $137.12 -0.2%
811 NBIX NEUROCRINE BIOSCIENCES INC COM Healthcare 51.0 $7K 0.00% +31.0 +155.0% $131.75 +18.0%
812 CIFR CIPHER DIGITAL INC COM Financial Services 522.0 $7K 0.00% +36.0 +7.4% $12.87 +67.2%
813 HSIC SCHEIN HENRY INC COM Healthcare 91.0 $7K 0.00% +43.0 +89.6% $73.70 -0.3%
814 ROIV ROIVANT SCIENCES LTD SHS Healthcare 240.0 $7K 0.00% +137.0 +133.0% $27.70 +17.0%
815 CLX CLOROX CO DEL COM Consumer Defensive 64.0 $7K 0.00% -161.0 -71.6% $103.62 -8.2%
816 ESI ELEMENT SOLUTIONS INC COM Basic Materials 194.0 $7K 0.00% +133.0 +218.0% $34.14 +18.2%
817 TXRH TEXAS ROADHOUSE INC COM Consumer Cyclical 40.0 $7K 0.00% +27.0 +207.7% $165.15 +8.0%
818 EHC ENCOMPASS HEALTH CORP COM Healthcare 68.0 $7K 0.00% +33.0 +94.3% $96.74 +8.0%
819 SSD SIMPSON MFG INC COM Industrials 38.0 $7K 0.00% +17.0 +81.0% $171.63 +7.8%
820 ALV AUTOLIV INC COM Consumer Cyclical 62.0 $7K 0.00% +34.0 +121.4% $105.16 +14.3%
Page 41 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%