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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 53 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 MHK MOHAWK INDS INC COM Consumer Cyclical 37.0 $4K 0.00% +24.0 +184.6% $98.46 +3.9%
1042 HR HEALTHCARE RLTY TR CL A COM Real Estate 214.0 $4K 0.00% $16.99 +19.8%
1043 TTEK TETRA TECH INC NEW COM Industrials 120.0 $4K 0.00% +71.0 +144.9% $30.12 -8.9%
1044 ASO ACADEMY SPORTS & OUTDOORS INC COM Consumer Cyclical 64.0 $4K 0.00% +27.0 +73.0% $56.45 -9.6%
1045 ACA ARCOSA INC COM Industrials 34.0 $4K 0.00% +13.0 +61.9% $106.15 +12.2%
1046 ALKS ALKERMES PLC SHS Healthcare 102.0 $4K 0.00% +46.0 +82.1% $35.36 +4.5%
1047 HST HOST HOTELS & RESORTS INC COM Real Estate 188.0 $4K 0.00% $19.16 +17.0%
1048 SAN BANCO SANTANDER SA ADR Financial Services 318.0 $4K 0.00% $11.28 +9.8%
1049 U HAUL HOLDING COMPANY COM SER N 80.0 $4K 0.00% +58.0 +263.6% $44.67
1050 VFC V F CORP COM Consumer Cyclical 210.0 $4K 0.00% +154.0 +275.0% $16.99 -4.6%
1051 HP HELMERICH & PAYNE INC COM Energy 99.0 $4K 0.00% +71.0 +253.6% $36.03 +9.9%
1052 BCPC BALCHEM CORP COM Basic Materials 21.0 $4K 0.00% +16.0 +320.0% $169.48 -4.6%
1053 MGEE MGE ENERGY INC COM Utilities 46.0 $4K 0.00% +12.0 +35.3% $77.28 -1.7%
1054 IPGP IPG PHOTONICS CORP COM Technology 31.0 $4K 0.00% +17.0 +121.4% $114.58 +5.2%
1055 TPC TUTOR PERINI CORP COM Industrials 46.0 $4K 0.00% +6.0 +15.0% $77.20 -0.3%
1056 ZWS ZURN ELKAY WATER SOLNS CORP COM Industrials 79.0 $4K 0.00% +48.0 +154.8% $44.84 +6.7%
1057 WSFS WSFS FINL CORP COM Financial Services 54.0 $4K 0.00% +32.0 +145.4% $65.46 +9.7%
1058 BHF BRIGHTHOUSE FINL INC COM Financial Services 59.0 $4K 0.00% +37.0 +168.2% $59.88 +4.7%
1059 PYPL PAYPAL HLDGS INC COM Financial Services 78.0 $4K 0.00% -69.0 -46.9% $45.29 -2.0%
1060 USFR WISDOMTREE FLOATING RATE TREASURY FUND 70.0 $4K 0.00% -43.0 -38.0% $50.34 +0.2%
Page 53 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%