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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 48 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 FLR FLUOR CORP COM Industrials 99.0 $5K 0.00% +41.0 +70.7% $46.65 -4.4%
942 GRND GRINDR INC COM Technology 381.0 $5K 0.00% -4K -91.5% $12.09 +6.1%
943 RYAM RAYONIER ADVANCED MATLS INC COM Basic Materials 415.0 $5K 0.00% $11.07 -23.3%
944 VIAV VIAVI SOLUTIONS INC COM Technology 138.0 $5K 0.00% +83.0 +150.9% $33.28 +44.5%
945 EXR EXTRA SPACE STORAGE INC COM Real Estate 35.0 $5K 0.00% -2.0 -5.4% $131.14 +9.7%
946 CBSH COMMERCE BANCSHARES INC COM Financial Services 93.0 $5K 0.00% +43.0 +86.0% $49.20 +6.1%
947 PARR PAR PAC HOLDINGS INC COM NEW Energy 73.0 $5K 0.00% $62.64 -7.7%
948 BLD TOPBUILD COR COM Industrials 13.0 $5K 0.00% $351.31 +17.0%
949 TRU TRANSUNION COM Industrials 66.0 $5K 0.00% +38.0 +135.7% $69.20 -0.4%
950 UFCS UNITED FIRE GROUP INC COM Financial Services 123.0 $5K 0.00% $37.06 +29.6%
951 LNC LINCOLN NATL CORP IND COM Financial Services 128.0 $5K 0.00% +24.0 +23.1% $35.50 +1.4%
952 SUI SUN CMNTYS INC COM Real Estate 36.0 $5K 0.00% $125.97 -2.4%
953 LOB LIVE OAK BANCSHARES INC COM Financial Services 137.0 $5K 0.00% +98.0 +251.3% $33.07 +13.1%
954 ABCB AMERIS BANCORP COM Financial Services 58.0 $5K 0.00% +31.0 +114.8% $77.98 +8.7%
955 AMRC AMERESCO INC CL A Industrials 177.0 $5K 0.00% $25.50 +18.5%
956 LPX LOUISIANA PAC CORP COM Basic Materials 62.0 $5K 0.00% +46.0 +287.5% $72.76 -3.6%
957 RELX RELX PLC SPONSORED ADR Communication Services 136.0 $5K 0.00% $33.15 +1.4%
958 ESE ESCO TECHNOLOGIES INC COM Technology 16.0 $5K 0.00% +9.0 +128.6% $281.38 +4.2%
959 CARE CARTER BANKSHARES INC COM NEW Financial Services 193.0 $5K 0.00% -34.0 -15.0% $23.32 +15.6%
960 AYI ACUITY INC COM Industrials 16.0 $4K 0.00% +7.0 +77.8% $280.25 +0.3%
Page 48 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%