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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 4 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WMT WALMART INC Consumer Defensive 13,653.0 $1.5M 0.17% +9K +168.4% $113.27 -3.5%
62 VTWO VANGUARD SCOTTSDALE FDS 12,600.0 $1.5M 0.17% +411.0 +3.4% $121.43 -4.4%
63 ARM ARM HOLDINGS PLC Technology 4,233.0 $1.5M 0.17% +2K +73.5% $354.57 -7.0%
64 VUG VANGUARD INDEX FDS 15,962.0 $1.4M 0.15% +13K +491.6% $86.14 +5.7%
65 TSM Taiwan Semiconductor Manufacturing Company Ltd. Technology 2,794.0 $1.3M 0.15% +2K +168.7% $477.72 -6.5%
66 IWS ISHARES TR 7,945.0 $1.3M 0.15% +1K +18.4% $164.60 +0.2%
67 CFG CITIZENS FINL GROUP INC Financial Services 18,582.0 $1.3M 0.15% +6K +52.3% $70.07 -6.1%
68 APP APPLOVIN CORP Technology 2,517.0 $1.3M 0.15% +2K +422.2% $515.23 -36.4%
69 BINC iShares Flexible Income Active ETF 24,487.0 $1.3M 0.14% +15K +155.5% $52.34 -1.8%
70 JEPI J P MORGAN EXCHANGE TRADED F 22,573.0 $1.3M 0.14% +17K +293.4% $56.48 +0.5%
71 EFA ISHARES TR 11,908.0 $1.2M 0.14% +154.0 +1.3% $103.88 +2.0%
72 JPIE J P MORGAN EXCHANGE TRADED F 26,029.0 $1.2M 0.14% +17K +188.9% $46.05 -1.6%
73 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,368.0 $1.2M 0.13% +264.0 +12.6% $496.73 +5.7%
74 JNJ JOHNSON & JOHNSON Healthcare 4,470.0 $1.1M 0.13% +2K +101.8% $253.98 +5.6%
75 SCHE SCHWAB STRATEGIC TR 31,249.0 $1.1M 0.13% +997.0 +3.3% $36.26 +3.1%
76 SOFI SOFI TECHNOLOGIES INC Financial Services 61,051.0 $1.1M 0.12% +23K +60.8% $17.93 -4.0%
77 MA MASTERCARD INCORPORATED Financial Services 2,089.0 $1.1M 0.12% +359.0 +20.8% $513.61 +8.5%
78 VWO VANGUARD INTL EQUITY INDEX F 17,632.0 $1.1M 0.12% +2K +11.8% $59.69 +2.0%
79 ORCL ORACLE CORP Technology 6,914.0 $1.0M 0.11% +6K +535.5% $146.55 +1.9%
80 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 27,467.0 $994K 0.11% +11K +64.1% $36.20 -35.9%
Page 4 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%