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Portfolio (Quarterly) Guide ↗

Fortis Advisors, LLC

· CIK 0001697478
13F Portfolio $200M AUM 119 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 29 Added 39 Reduced 19 Exited
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GDXJ VANECK ETF TRUST 4,545.0 $546K 0.27% -115.0 -2.5% $120.05 -2.8%
22 FCX FREEPORT MCMORAN INC Basic Materials 9,275.0 $545K 0.27% -3K -23.2% $58.78 +9.5%
23 XLV SELECT SECTOR SPDR TR 3,621.0 $531K 0.27% -629.0 -14.8% $146.60 +1.3%
24 C CITIGROUP INC Financial Services 4,550.0 $516K 0.26% -1K -24.4% $113.41 +11.9%
25 VTI VANGUARD INDEX FDS 1,555.0 $499K 0.25% -8K -84.3% $320.80 +15.2%
26 ESI ELEMENT SOLUTIONS INC Basic Materials 13,400.0 $457K 0.23% -3K -19.3% $34.14 +26.5%
27 BERKSHIRE HATHAWAY INC DEL 851.0 $408K 0.20% -5.0 -0.6% $479.20
28 DIS DISNEY WALT CO Communication Services 3,700.0 $357K 0.18% -22.0 -0.6% $96.38 +7.2%
29 DVN DEVON ENERGY CORP NEW Energy 6,145.0 $309K 0.15% -2K -22.2% $50.32 -10.3%
30 XLF SELECT SECTOR SPDR TR 6,208.0 $306K 0.15% -641.0 -9.4% $49.37 +5.1%
31 VXUS VANGUARD STAR FDS 3,823.0 $295K 0.15% -326.0 -7.9% $77.11 +11.7%
32 CVS CVS HEALTH CORP Healthcare 4,100.0 $294K 0.15% -100.0 -2.4% $71.82 +26.3%
33 WBD WARNER BROS DISCOVERY INC Communication Services 9,150.0 $251K 0.13% -2K -19.7% $27.46 -1.6%
34 IEUR ISHARES TR 3,426.0 $241K 0.12% -456.0 -11.8% $70.26 +8.7%
35 SOFI SOFI TECHNOLOGIES INC Financial Services 15,000.0 $238K 0.12% -2K -14.3% $15.88 +0.6%
36 XAR SPDR SERIES TRUST 929.0 $236K 0.12% -147.0 -13.7% $253.96 +8.9%
37 NVDA NVIDIA CORPORATION Technology 1,331.0 $232K 0.12% -29.0 -2.1% $174.36 +23.2%
38 ABBV ABBVIE INC Healthcare 1,056.0 $229K 0.12% -23.0 -2.1% $216.80 -1.7%
39 LOW LOWES COS INC Consumer Cyclical 900.0 $213K 0.11% -27.0 -2.9% $236.28 -10.2%
Page 2 of 2  ·  39 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 34.7%
Financial Services 23.6%
Communication Services 14.9%
Industrials 6.1%
Consumer Cyclical 5.9%
Healthcare 4.4%
Energy 3.9%
Basic Materials 2.8%
Utilities 2.7%
Consumer Defensive 1.1%