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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 2 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 DYNF BLACKROCK ETF TRUST 16,948 $1.0M 0.15% SOLD
22 BPOP POPULAR INC Financial Services 8,267 $1.0M 0.15% SOLD
23 DRI DARDEN RESTAURANTS INC Consumer Cyclical 5,473 $1.0M 0.15% SOLD
24 EXLS EXLSERVICE HOLDINGS INC Technology 22,901 $972K 0.14% SOLD
25 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 10,203 $919K 0.14% SOLD
26 AFRM AFFIRM HLDGS INC Technology 12,210 $909K 0.13% SOLD
27 VALE VALE S A Basic Materials 69,513 $906K 0.13% SOLD
28 XLG INVESCO EXCHANGE TRADED FD T 15,141 $898K 0.13% SOLD
29 RKT ROCKET COS INC Financial Services 46,184 $894K 0.13% SOLD
30 EW EDWARDS LIFESCIENCES CORP Healthcare 10,468 $892K 0.13% SOLD
31 EXPAND ENERGY CORPORATION 7,818 $863K 0.13% SOLD
32 AME AMETEK INC Industrials 4,151 $852K 0.13% SOLD
33 PPLT ABRDN PLATINUM ETF TRUST Financial Services 4,537 $846K 0.12% SOLD
34 MCO MOODYS CORP Financial Services 1,623 $829K 0.12% SOLD
35 A AGILENT TECHNOLOGIES INC Healthcare 6,007 $817K 0.12% SOLD
36 VTEB VANGUARD MUN BD FDS 15,770 $793K 0.12% SOLD
37 OTTR OTTER TAIL CORP Utilities 9,748 $788K 0.12% SOLD
38 XTEN BONDBLOXX ETF TRUST 16,925 $782K 0.12% SOLD
39 ENSG ENSIGN GROUP INC Healthcare 4,486 $781K 0.12% SOLD
40 LUMN LUMEN TECHNOLOGIES INC Communication Services 98,966 $769K 0.11% SOLD
Page 2 of 4  ·  65 positions
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%