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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 6 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MGK VANGUARD WORLD FD 6,795.0 $597K 0.07% +5K +287.0% $87.91 +6.4%
102 DFAT DIMENSIONAL ETF TRUST 8,255.0 $577K 0.07% +1K +14.5% $69.90 -2.0%
103 VYM VANGUARD WHITEHALL FDS 3,590.0 $567K 0.06% +723.0 +25.2% $158.06 +0.4%
104 CWI SPDR INDEX SHS FDS 13,894.0 $565K 0.06% +2K +13.4% $40.67 +2.1%
105 INV INNVENTURE INC Financial Services 109,413.0 $555K 0.06% +99K +915.0% $5.07 -82.6%
106 AKAM AKAMAI TECHNOLOGIES INC Technology 4,617.0 $546K 0.06% +184.0 +4.2% $118.21 +0.1%
107 LMT LOCKHEED MARTIN CORP Industrials 973.0 $496K 0.06% +119.0 +13.9% $509.83 +2.5%
108 LQDW ISHARES TR 20,016.0 $481K 0.05% +4K +25.3% $24.03 -3.9%
109 FBT FIRST TR EXCHANGE-TRADED FD 1,826.0 $453K 0.05% +438.0 +31.6% $247.89 +10.4%
110 IHI ISHARES TR 8,934.0 $441K 0.05% +2K +32.3% $49.41 +5.8%
111 SOXX ISHARES TR 685.0 $439K 0.05% +6.0 +0.9% $640.76 -10.6%
112 GILD GILEAD SCIENCES INC Healthcare 3,369.0 $426K 0.05% +2K +80.5% $126.34 +20.8%
113 AMGN AMGEN INC Healthcare 1,159.0 $420K 0.05% +357.0 +44.5% $362.12 +13.3%
114 AZO AUTOZONE INC Consumer Cyclical 125.0 $399K 0.04% +21.0 +20.2% $3195.94 -9.4%
115 BOTZ GLOBAL X FDS 10,498.0 $398K 0.04% +1K +12.3% $37.94 -5.1%
116 T AT&T INC Communication Services 18,992.0 $393K 0.04% +6K +46.3% $20.70 +21.3%
117 MMM 3M CO Industrials 2,427.0 $393K 0.04% +642.0 +36.0% $161.94 +4.5%
118 RY ROYAL BK CDA Financial Services 1,878.0 $389K 0.04% +447.0 +31.2% $206.97 -1.5%
119 KO COCA COLA CO Consumer Defensive 4,661.0 $379K 0.04% +1K +45.7% $81.27 +9.0%
120 KR KROGER CO Consumer Defensive 6,627.0 $368K 0.04% +869.0 +15.1% $55.53 +5.4%
Page 6 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%