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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 6 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JPIE J P MORGAN EXCHANGE TRADED F 9,011.0 $417K 0.06% +2K +22.9% $46.29 -0.7%
102 MO ALTRIA GROUP INC Consumer Defensive 6,470.0 $373K 0.06% +1K +22.9% $57.66 +19.9%
103 BAI BLACKROCK ETF TRUST 10,988.0 $366K 0.05% +107.0 +1.0% $33.30 +59.8%
104 AZO AUTOZONE INC Consumer Cyclical 104.0 $353K 0.05% +2.0 +2.0% $3391.50 -9.6%
105 EATON VANCE TAX-MANAGED BUY 23,686.0 $340K 0.05% +546.0 +2.4% $14.36
106 SCZ ISHARES TR 4,312.0 $334K 0.05% +115.0 +2.7% $77.53 +7.8%
107 DIS DISNEY WALT CO Communication Services 2,879.0 $328K 0.05% +177.0 +6.5% $113.78 -8.7%
108 APP APPLOVIN CORP Technology 482.0 $325K 0.05% +32.0 +7.1% $673.82 -30.3%
109 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 7,836.0 $302K 0.04% +272.0 +3.6% $38.48 -6.6%
110 IGSB ISHARES TR 5,634.0 $298K 0.04% +487.0 +9.5% $52.88 -1.1%
111 BX BLACKSTONE INC Financial Services 1,687.0 $260K 0.04% +58.0 +3.6% $154.14 -19.7%
112 ANNALY CAPITAL MANAGEMENT IN 11,149.0 $249K 0.04% +560.0 +5.3% $22.36
113 ARCC ARES CAPITAL CORP Financial Services 11,996.0 $243K 0.04% +1K +12.3% $20.23 -10.9%
114 FSTA FIDELITY COVINGTON TRUST 4,912.0 $242K 0.04% +857.0 +21.1% $49.19 +6.5%
115 VOD VODAFONE GROUP PLC NEW Communication Services 17,711.0 $234K 0.04% +135.0 +0.8% $13.21 +8.3%
116 PM PHILIP MORRIS INTL INC Consumer Defensive 1,434.0 $230K 0.03% +25.0 +1.8% $160.40 +11.2%
117 KEY KEYCORP Financial Services 11,037.0 $228K 0.03% +661.0 +6.4% $20.64 +9.4%
118 GD GENERAL DYNAMICS CORP Industrials 669.0 $225K 0.03% +11.0 +1.7% $336.68 +4.0%
119 GOVT ISHARES TR 9,781.0 $225K 0.03% +105.0 +1.1% $23.03 -1.2%
120 ARKK ARK ETF TR 2,890.0 $222K 0.03% +485.0 +20.2% $76.92 +4.3%
Page 6 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%