Portfolio (Quarterly)
Guide ↗
Fortitude Family Office, LLC
· CIK 0001950506| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | ADI | ANALOG DEVICES INC COM | Technology | 433.0 | $138K | 0.03% | +53.0 | +13.9% | $318.14 | +18.1% |
| 142 | BLK | BLACKROCK INC COM | Financial Services | 142.0 | $137K | 0.03% | -703.0 | -83.2% | $961.71 | +11.2% |
| 143 | QCOM | QUALCOMM INC COM | Technology | 1,036.0 | $133K | 0.03% | +87.0 | +9.2% | $128.78 | +38.0% |
| 144 | TJX | TJX COS INC NEW COM | Consumer Cyclical | 832.0 | $133K | 0.03% | +102.0 | +14.0% | $159.70 | -20.3% |
| 145 | WFC | WELLS FARGO & CO COM | Financial Services | 1,639.0 | $130K | 0.03% | -5K | -75.3% | $79.61 | +8.2% |
| 146 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | — | 3,333.0 | $130K | 0.03% | — | — | $38.86 | +15.4% |
| 147 | DE | DEERE & CO COM | Industrials | 221.0 | $124K | 0.03% | +166.0 | +301.8% | $563.30 | +21.4% |
| 148 | SPG | SIMON PPTY GROUP INC NEW COM | Real Estate | 647.0 | $121K | 0.03% | — | — | $186.53 | +10.1% |
| 149 | CEG | CONSTELLATION ENERGY CORP COM | Utilities | 418.0 | $117K | 0.03% | -151.0 | -26.5% | $279.25 | -8.8% |
| 150 | AVUS | AVANTIS U.S. EQUITY ETF | — | 1,000.0 | $111K | 0.03% | — | — | $111.18 | +15.8% |
| 151 | MS | MORGAN STANLEY COM NEW | Financial Services | 651.0 | $107K | 0.02% | -83.0 | -11.3% | $164.57 | +23.1% |
| 152 | AMAT | APPLIED MATLS INC COM | Technology | 312.0 | $107K | 0.02% | -65.0 | -17.2% | $341.79 | +30.1% |
| 153 | KR | KROGER CO COM | Consumer Defensive | 1,464.0 | $106K | 0.02% | +472.0 | +47.6% | $72.36 | -17.1% |
| 154 | AMD | ADVANCED MICRO DEVICES INC COM | Technology | 519.0 | $106K | 0.02% | +14.0 | +2.8% | $203.43 | +175.2% |
| 155 | KRNT | KORNIT DIGITAL LTD SHS | Industrials | 7,072.0 | $104K | 0.02% | -1K | -13.4% | $14.66 | +4.9% |
| 156 | UNP | UNION PAC CORP COM | Industrials | 426.0 | $103K | 0.02% | +125.0 | +41.5% | $242.62 | +15.1% |
| 157 | APH | AMPHENOL CORP CL A | Technology | 818.0 | $103K | 0.02% | -379.0 | -31.7% | $126.35 | -38.6% |
| 158 | LOW | LOWES COS INC COM | Consumer Cyclical | 434.0 | $103K | 0.02% | +38.0 | +9.6% | $236.28 | -18.6% |
| 159 | KO | COCA COLA CO COM | Consumer Defensive | 1,328.0 | $101K | 0.02% | +562.0 | +73.4% | $76.05 | +16.0% |
| 160 | SOXX | ISHARES SEMICONDUCTOR ETF | — | 306.0 | $101K | 0.02% | — | — | $328.66 | +62.2% |
① 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
29.3%
Financial Services
13.7%
Energy
11.1%
Consumer Defensive
9.9%
Industrials
9.8%
Healthcare
8.6%
Consumer Cyclical
7.2%
Communication Services
6.5%
Utilities
1.9%
Basic Materials
1.1%