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Portfolio (Quarterly) Guide ↗

Fortis Capital Advisors, LLC

· CIK 0001959790
13F Portfolio $889M AUM 408 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 162 New 143 Added 88 Reduced 65 Exited
Page 2 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 13,023.0 $4.7M 0.52% +4K +42.2% $357.39 -0.7%
22 LLY ELI LILLY & CO Healthcare 3,684.0 $4.4M 0.50% +680.0 +22.6% $1199.66 -2.9%
23 GLD SPDR GOLD TR GOLD SHS Financial Services 11,981.0 $4.4M 0.50% +561.0 +4.9% $368.38 +8.1%
24 ANET ARISTA NETWORKS INC Technology 25,709.0 $4.4M 0.49% +11K +69.9% $169.88 +20.9%
25 ABBV ABBVIE INC Healthcare 16,124.0 $4.1M 0.46% +9K +137.2% $251.65 +5.1%
26 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 4,067.0 $3.8M 0.43% +668.0 +19.6% $935.55 -4.0%
27 NFLX NETFLIX INC. Communication Services 52,489.0 $3.7M 0.42% +743.0 +1.4% $71.40 +2.7%
28 SPMO INVESCO EXCH TRADED FD TR II 23,022.0 $3.7M 0.42% +11K +94.9% $161.54 -5.8%
29 XMMO INVESCO EXCHANGE TRADED FD T 21,736.0 $3.7M 0.42% +12K +132.9% $170.14 -13.2%
30 RSP INVESCO EXCHANGE TRADED FD T 16,782.0 $3.6M 0.40% +8K +86.0% $212.78 -0.0%
31 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 13,009.0 $3.5M 0.40% +6K +90.9% $271.95 -31.1%
32 XSMO INVESCO EXCHANGE TRADED FD T 35,405.0 $3.3M 0.37% +25K +254.5% $93.63 -12.0%
33 NET CLOUDFLARE INC Technology 13,462.0 $3.3M 0.37% +6K +80.9% $245.28 +43.4%
34 JPM JPMORGAN CHASE & CO Financial Services 9,975.0 $3.3M 0.37% +2K +25.4% $327.33 +7.5%
35 XOM EXXON MOBIL CORP Energy 22,994.0 $3.1M 0.35% +8K +54.3% $136.72 +15.9%
36 VEA Vanguard FTSE Developed Markets ETF 43,795.0 $3.1M 0.35% +15K +49.6% $71.25 +1.5%
37 MU MICRON TECHNOLOGY INC Technology 2,626.0 $3.0M 0.34% +111.0 +4.4% $1154.42 -9.6%
38 HOOD ROBINHOOD MKTS INC Financial Services 29,140.0 $2.9M 0.33% +20K +233.1% $100.28 +23.0%
39 VXUS Vanguard Total International Stock ETF 32,455.0 $2.8M 0.31% +1K +3.9% $85.49 +1.9%
40 SLV ISHARES SILVER TRUST Financial Services 50,740.0 $2.7M 0.30% +44K +656.2% $53.47 +11.5%
Page 2 of 8  ·  143 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 36.8%
Financial Services 29.6%
Consumer Cyclical 8.1%
Healthcare 7.0%
Industrials 4.6%
Communication Services 4.4%
Consumer Defensive 3.8%
Basic Materials 1.9%
Energy 1.8%
Utilities 1.1%