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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 74 of 95  ·  1,886 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 PFS PROVIDENT FINL SVCS INC COM Financial Services 56.0 $1K $21.16 +4.7%
1462 SM SM ENERGY COMPANY COM Energy 38.0 $1K NEW $31.18 +11.6%
1463 SVV SAVERS VALUE VLG INC COM Consumer Cyclical 159.0 $1K NEW $7.44 +6.2%
1464 AZN ASTRAZENECA PLC ORD Healthcare 6.0 $1K NEW $197.17 -3.8%
1465 LEVI LEVI STRAUSS & CO NEW CL A COM STK Consumer Cyclical 64.0 $1K +35.0 +120.7% $18.48 +17.7%
1466 AUTHID INC COM 909.0 $1K -425.0 -31.9% $1.30
1467 LXEO LEXEO THERAPEUTICS INC COM Healthcare 205.0 $1K +81.0 +65.3% $5.74 -8.9%
1468 PCVX VAXCYTE INC COM Healthcare 20.0 $1K +10.0 +100.0% $58.10 -18.4%
1469 BAX BAXTER INTL INC COM Healthcare 69.0 $1K NEW $16.80 +13.3%
1470 ALG ALAMO GROUP INC COM Industrials 7.0 $1K +5.0 +250.0% $165.00 -9.2%
1471 BANR BANNER CORP COM NEW Financial Services 19.0 $1K +13.0 +216.7% $60.68 +6.5%
1472 SHAK SHAKE SHACK INC CL A Consumer Cyclical 13.0 $1K NEW $88.46 -28.3%
1473 SMH VANECK SEMICONDUCTOR ETF 3.0 $1K $383.33 +48.0%
1474 RB GLOBAL INC COM 12.0 $1K $95.83
1475 CCCC C4 THERAPEUTICS INC COM STK Healthcare 435.0 $1K NEW $2.63 +33.8%
1476 NTNX NUTANIX INC CL A Technology 30.0 $1K +19.0 +172.7% $38.00 +17.6%
1477 SEZL SEZZLE INC COM Financial Services 18.0 $1K +13.0 +260.0% $63.28 +65.8%
1478 ALGT ALLEGIANT TRAVEL CO COM Industrials 14.0 $1K $81.07 +0.4%
1479 EPC EDGEWELL PERSONAL CARE CO COM Consumer Defensive 53.0 $1K NEW $21.34 -18.6%
1480 VICR VICOR CORP COM Technology 7.0 $1K +4.0 +133.3% $161.00 +64.1%
Page 74 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%