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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 7 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ESGU ISHARES TR 2,131.0 $349K 0.04% +789.0 +58.8% $163.74 +3.4%
122 IAI ISHARES TR 1,984.0 $348K 0.04% +636.0 +47.2% $175.33 +4.6%
123 DIS Walt Disney Company (The) Common Stock Communication Services 3,477.0 $335K 0.04% +598.0 +20.8% $96.25 +7.9%
124 IGSB ISHARES TR 6,194.0 $325K 0.04% +560.0 +9.9% $52.41 -1.6%
125 ALLY ALLY FINL INC Financial Services 7,025.0 $323K 0.04% +734.0 +11.7% $45.95 -15.0%
126 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 9,085.0 $320K 0.04% +1K +15.9% $35.22 +2.8%
127 VDC VANGUARD WORLD FD 1,411.0 $318K 0.04% +117.0 +9.0% $225.49 -0.2%
128 BHP BHP BILLITON LIMITED Basic Materials 3,767.0 $314K 0.04% +374.0 +11.0% $83.31 +5.4%
129 DUK DUKE ENERGY CORP NEW Utilities 2,424.0 $307K 0.04% +455.0 +23.1% $126.59 -8.1%
130 DASH DOORDASH INC Communication Services 1,624.0 $300K 0.03% +328.0 +25.3% $184.53 +4.2%
131 PALL ABRDN PALLADIUM ETF TRUST Financial Services 12,768.0 $282K 0.03% +7K +138.5% $22.08 +7.6%
132 KEY KEYCORP Financial Services 11,972.0 $276K 0.03% +935.0 +8.5% $23.05 -11.1%
133 UNP UNION PAC CORP Industrials 998.0 $271K 0.03% +46.0 +4.8% $272.00 +0.9%
134 SPG SIMON PPTY GROUP INC NEW Real Estate 1,192.0 $267K 0.03% +80.0 +7.2% $223.82 -8.0%
135 SPHY SPDR SERIES TRUST 11,066.0 $259K 0.03% +2K +26.6% $23.44 -1.7%
136 ARCC ARES CAPITAL CORP Financial Services 13,591.0 $252K 0.03% +2K +13.3% $18.53 +4.5%
137 VOD VODAFONE GROUP PLC Communication Services 19,021.0 $252K 0.03% +1K +7.4% $13.22 +25.7%
138 RVNU DBX ETF TR 9,916.0 $251K 0.03% +382.0 +4.0% $25.31 -6.3%
139 ARKK ARK ETF TR 2,914.0 $236K 0.03% +24.0 +0.8% $80.82 +13.4%
140 IAU iShares Gold Trust Shares Financial Services 2,682.0 $203K 0.02% +180.0 +7.2% $75.51 +8.6%
Page 7 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%