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Portfolio (Quarterly) Guide ↗

Fortis Capital Advisors, LLC

· CIK 0001959790
13F Portfolio $677M AUM 311 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 69 New 122 Added 79 Reduced 41 Exited
Page 4 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BKR BAKER HUGHES COMPANY Energy 23,677.0 $1.1M 0.16% +5K +24.2% $45.54 +28.3%
62 RTX RTX CORPORATION Industrials 5,834.0 $1.1M 0.16% +1K +23.9% $183.40 +1.2%
63 SCHZ SCHWAB STRATEGIC TR 45,119.0 $1.1M 0.16% +233.0 +0.5% $23.37 -1.1%
64 IJH ISHARES TR 15,371.0 $1.0M 0.15% +634.0 +4.3% $66.00 +14.8%
65 SOFI SOFI TECHNOLOGIES INC Financial Services 37,964.0 $994K 0.15% +2K +4.4% $26.18 -31.6%
66 SCHE SCHWAB STRATEGIC TR 30,252.0 $991K 0.15% +357.0 +1.2% $32.75 +12.6%
67 SCHM SCHWAB STRATEGIC TR 32,369.0 $973K 0.14% +7K +26.2% $30.07 +20.0%
68 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,104.0 $954K 0.14% +27.0 +1.3% $453.36 -0.4%
69 VNLA JANUS DETROIT STR TR 19,291.0 $948K 0.14% +8K +75.6% $49.14 -0.3%
70 IUSB ISHARES TR 19,555.0 $910K 0.13% +2K +13.7% $46.54 -0.9%
71 AFRM AFFIRM HLDGS INC Technology 12,210.0 $909K 0.13% +5K +65.8% $74.43 -0.7%
72 RKT ROCKET COS INC Financial Services 46,184.0 $894K 0.13% +13K +39.4% $19.36 -25.5%
73 VWO Vanguard FTSE Emerging Markets ETF 15,767.0 $848K 0.12% +692.0 +4.6% $53.76 +13.0%
74 NOW SERVICENOW INC Technology 5,379.0 $824K 0.12% +3K +141.2% $153.19 -38.0%
75 ENSG ENSIGN GROUP INC Healthcare 4,486.0 $781K 0.12% +959.0 +27.2% $174.20 -11.8%
76 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 16,738.0 $775K 0.11% +3K +22.3% $46.30 -27.6%
77 MU MICRON TECHNOLOGY INC Technology 2,515.0 $718K 0.11% +1K +76.5% $285.43 +297.3%
78 CFG CITIZENS FINL GROUP INC Financial Services 12,199.0 $713K 0.10% +3K +34.7% $58.41 +14.8%
79 MBB ISHARES TR 7,274.0 $693K 0.10% +127.0 +1.8% $95.23 -0.8%
80 IWD iShares Russell 1000 Value ETF 3,198.0 $673K 0.10% +999.0 +45.4% $210.34 +15.1%
Page 4 of 7  ·  122 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 36.2%
Financial Services 32.8%
Communication Services 8.7%
Consumer Cyclical 8.6%
Healthcare 5.7%
Consumer Defensive 2.1%
Basic Materials 2.0%
Energy 1.6%
Industrials 1.4%
Utilities 0.7%