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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 60 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 MKTX MARKETAXESS HLDGS INC COM Financial Services 16.0 $3K 0.00% +15.0 +1500.0% $165.00 -17.4%
1182 KBH KB HOME COM Consumer Cyclical 51.0 $3K 0.00% +9.0 +21.4% $51.75 -7.2%
1183 FIRST HAWAIIAN INC COM 107.0 $3K 0.00% +72.0 +205.7% $24.64
1184 CPRX CATALYST PHARMACEUTICALS INC COM Healthcare 106.0 $3K 0.00% $24.76 +26.3%
1185 MTX MINERALS TECHNOLOGIES INC COM Basic Materials 37.0 $3K 0.00% +21.0 +131.2% $70.92 +6.3%
1186 SFBS SERVISFIRST BANCSHARES INC COM Financial Services 36.0 $3K 0.00% +15.0 +71.4% $72.83 +6.0%
1187 KNF KNIFE RIVER CORP COMMON STOCK Basic Materials 32.0 $3K 0.00% +28.0 +700.0% $81.66 -9.8%
1188 BRKR BRUKER CORP COM Healthcare 72.0 $3K 0.00% +36.0 +100.0% $36.12 +24.5%
1189 BRC BRADY CORP CL A Industrials 32.0 $3K 0.00% +22.0 +220.0% $81.25 +4.1%
1190 BTSG BRIGHTSPRING HEALTH SVCS INC COM Healthcare 61.0 $3K 0.00% +37.0 +154.2% $42.61 +36.1%
1191 NWS NEWS CORP NEW CL B Communication Services 91.0 $3K 0.00% +23.0 +33.8% $28.51 +5.5%
1192 HLLY HOLLEY INC COM Consumer Cyclical 844.0 $3K 0.00% $3.07 -20.5%
1193 HALO HALOZYME THERAPEUTICS INC COM Healthcare 40.0 $3K 0.00% +21.0 +110.5% $64.62 +6.0%
1194 LCII LCI INDS COM Consumer Cyclical 21.0 $3K 0.00% +15.0 +250.0% $123.00 -11.2%
1195 SBAC SBA COMMUNICATIONS CORP CL A Real Estate 15.0 $3K 0.00% -8.0 -34.8% $172.13 +20.7%
1196 JOE ST JOE CO COM Real Estate 41.0 $3K 0.00% +34.0 +485.7% $62.80 +2.0%
1197 ZUMZ ZUMIEZ INC COM Consumer Cyclical 116.0 $3K 0.00% $22.16 +2.8%
1198 TBPH THERAVANCE BIOPHARMA INC COM Healthcare 158.0 $3K 0.00% $16.23 +2.0%
1199 OPCH OPTION CARE HEALTH INC COM NEW Healthcare 95.0 $3K 0.00% +45.0 +90.0% $26.92 -20.0%
1200 CARG CARGURUS INC COM CL A Consumer Cyclical 75.0 $3K 0.00% -2.0 -2.6% $34.05 -19.0%
Page 60 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%