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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 3 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEUR ISHARES TR 31,252.0 $2.3M 0.26% +23K +274.0% $75.17 +0.8%
42 AVGO BROADCOM INC Technology 6,186.0 $2.3M 0.26% +2K +61.9% $377.80 -4.0%
43 IWF ISHARES TR 18,781.0 $2.3M 0.26% +15K +417.0% $124.17 +1.7%
44 SCHP SCHWAB STRATEGIC TR 84,548.0 $2.2M 0.25% +35K +72.4% $26.50 -3.6%
45 HD HOME DEPOT INC Consumer Cyclical 6,137.0 $2.2M 0.24% +4K +186.6% $352.68 -15.7%
46 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 22,297.0 $2.1M 0.24% +6K +39.5% $96.12 -54.2%
47 VIG VANGUARD SPECIALIZED FUNDS 8,997.0 $2.1M 0.24% +1K +20.0% $236.62 +0.7%
48 MRNA MODERNA INC Healthcare 29,428.0 $2.1M 0.23% +21K +258.2% $70.03 +147.0%
49 IPAC ISHARES TR 25,132.0 $2.1M 0.23% +19K +295.2% $81.93 +5.0%
50 AMAT APPLIED MATLS INC Technology 2,763.0 $2.0M 0.23% +2K +166.4% $723.00 -35.8%
51 Berkshire Hathaway Inc. New Common Stock 3,945.0 $2.0M 0.22% +1K +59.9% $500.39
52 V VISA INC Financial Services 5,552.0 $1.9M 0.21% +697.0 +14.4% $343.13 +7.8%
53 IBM INTERNATIONAL BUSINESS MACHS Technology 6,688.0 $1.9M 0.21% +3K +72.0% $281.24 -17.5%
54 IWM iShares Russell 2000 Index Fund 6,107.0 $1.8M 0.21% +5K +320.9% $300.45 -4.9%
55 RNR RENAISSANCERE HLDGS LTD Financial Services 5,746.0 $1.8M 0.20% +480.0 +9.1% $316.90 +3.0%
56 VBK VANGUARD INDEX FDS 4,881.0 $1.8M 0.20% +101.0 +2.1% $365.77 -6.6%
57 NEE NEXTERA ENERGY INC Utilities 19,403.0 $1.7M 0.19% +3K +20.8% $87.77 -9.3%
58 VGT VANGUARD WORLD FD 13,979.0 $1.7M 0.19% +12K +715.6% $119.52 +5.1%
59 VBR VANGUARD INDEX FDS 6,696.0 $1.6M 0.18% +82.0 +1.2% $242.99 -1.9%
60 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 4,858.0 $1.6M 0.18% +975.0 +25.1% $330.46 -7.1%
Page 3 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%