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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 1 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RLY SSGA ACTIVE ETF TR 161,250.0 $5.6M 0.63% NEW $34.51 +8.0%
2 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 26,235.0 $4.8M 0.53% NEW $181.15 +10.4%
3 PG PROCTER & GAMBLE CO Consumer Defensive 26,150.0 $3.8M 0.43% NEW $146.64 +1.1%
4 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 27,707.0 $3.1M 0.35% NEW $111.79 -17.5%
5 INCY INCYTE CORP Healthcare 25,423.0 $2.9M 0.32% NEW $113.36 +12.0%
6 TGTX TG THERAPEUTICS INC Healthcare 50,719.0 $2.8M 0.31% NEW $54.94 +5.8%
7 DE DEERE & CO Industrials 3,936.0 $2.5M 0.28% NEW $634.33 +10.8%
8 ETN EATON CORP PLC Industrials 5,777.0 $2.5M 0.28% NEW $426.12 +3.8%
9 GE GE AEROSPACE Industrials 5,800.0 $2.2M 0.24% NEW $373.73 -14.6%
10 AXP AMERICAN EXPRESS CO Financial Services 6,125.0 $2.1M 0.23% NEW $338.30 -9.8%
11 TLN TALEN ENERGY CORP Utilities 5,382.0 $2.1M 0.23% NEW $384.26 -23.3%
12 SPYG State Street SPDR Portfolio S&P 500 Growth ETF 15,946.0 $1.9M 0.21% NEW $118.99 +4.4%
13 NTRA NATERA INC Healthcare 6,688.0 $1.8M 0.20% NEW $271.45 +44.0%
14 HUBB HUBBELL INC Industrials 3,093.0 $1.6M 0.18% NEW $523.20 -12.3%
15 DDOG DATADOG INC Technology 6,113.0 $1.6M 0.18% NEW $260.36 -4.9%
16 HUM HUMANA INC Healthcare 3,940.0 $1.6M 0.18% NEW $397.22 -6.3%
17 SEZL SEZZLE INC Financial Services 9,092.0 $1.6M 0.17% NEW $171.63 -35.9%
18 ASTS AST SPACEMOBILE INC Technology 15,985.0 $1.4M 0.16% NEW $88.86 -28.3%
19 VIKING HOLDINGS LTD 13,420.0 $1.4M 0.16% NEW $104.67
20 APOS APOLLO GLOBAL MGMT INC 11,872.0 $1.4M 0.16% NEW $118.31
Page 1 of 9  ·  162 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%