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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 55 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 VNT VONTIER CORPORATION COM Technology 95.0 $3K 0.00% +67.0 +239.3% $35.47 -19.9%
1082 LSTR LANDSTAR SYS INC COM Industrials 21.0 $3K 0.00% +15.0 +250.0% $160.33 +19.2%
1083 ANNALY CAPITAL MANAGEMENT INC COM NEW 158.0 $3K 0.00% $21.15
1084 DBX DROPBOX INC CL A Technology 147.0 $3K 0.00% +94.0 +177.4% $22.72 +19.9%
1085 AMPX AMPRIUS TECHNOLOGIES INC COMMON STOCK Industrials 198.0 $3K 0.00% +97.0 +96.0% $16.86 -9.2%
1086 JANX JANUX THERAPEUTICS INC COM Healthcare 239.0 $3K 0.00% +32.0 +15.5% $13.90 +3.7%
1087 HURN HURON CONSULTING GROUP INC COM Industrials 26.0 $3K 0.00% -2.0 -7.1% $127.50 -17.4%
1088 WU WESTERN UN CO COM Financial Services 379.0 $3K 0.00% +294.0 +345.9% $8.72 -1.6%
1089 LYTS LSI INDS INC OHIO COM Technology 177.0 $3K 0.00% -13.0 -6.8% $18.60 +21.5%
1090 CRGY CRESCENT ENERGY COMPANY CL A COM Energy 243.0 $3K 0.00% +55.0 +29.3% $13.50 -3.0%
1091 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 43.0 $3K 0.00% -251.0 -85.4% $76.16 +10.9%
1092 UNF UNIFIRST CORP MASS COM Industrials 13.0 $3K 0.00% +10.0 +333.3% $251.62 +5.1%
1093 GXO GXO LOGISTICS INCORPORATED COMMON STOCK Industrials 63.0 $3K 0.00% +27.0 +75.0% $51.86 -9.9%
1094 NMIH NMI HLDGS INC COM Financial Services 87.0 $3K 0.00% +43.0 +97.7% $37.51 +0.7%
1095 NPO ENPRO INC COM Industrials 13.0 $3K 0.00% +8.0 +160.0% $250.62 +20.8%
1096 VIRT VIRTU FINL INC CL A Financial Services 74.0 $3K 0.00% +48.0 +184.6% $43.99 +22.2%
1097 BANC BANC OF CALIFORNIA INC COM Financial Services 184.0 $3K 0.00% -48.0 -20.7% $17.58 +7.0%
1098 NNI NELNET INC CL A Financial Services 25.0 $3K 0.00% +15.0 +150.0% $128.96 +0.5%
1099 KRNY KEARNY FINL CORP MD COM Financial Services 426.0 $3K 0.00% $7.55 +8.8%
1100 IPI INTREPID POTASH INC COM Basic Materials 75.0 $3K 0.00% $42.77 -5.6%
Page 55 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%