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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 3 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AVXC AMERICAN CENTY ETF TR 13,015.0 $1.1M 0.12% NEW $85.65 -1.0%
42 CRWV COREWEAVE INC Technology 10,919.0 $1.1M 0.12% NEW $99.54 -12.8%
43 DAVE INC 2,885.0 $1.1M 0.12% NEW $372.59
44 FRT FEDERAL RLTY INVT TR NEW Real Estate 8,639.0 $1.1M 0.12% NEW $123.44 -10.5%
45 PGR PROGRESSIVE CORP Financial Services 4,875.0 $1.1M 0.12% NEW $218.45 -5.3%
46 TGT TARGET CORP Consumer Defensive 7,983.0 $1.0M 0.12% NEW $130.61 +21.8%
47 SPAB SPDR SERIES TRUST 40,441.0 $1.0M 0.12% NEW $25.52 -2.8%
48 SKYWARD SPECIALTY INS GROUP 17,587.0 $1.0M 0.12% NEW $58.35
49 DECK DECKERS OUTDOOR CORP Consumer Cyclical 10,282.0 $1.0M 0.12% NEW $99.29 -19.6%
50 TCAF T ROWE PRICE EXCHANGE-TRADED 24,376.0 $1.0M 0.11% NEW $41.10 +4.6%
51 INTC INTEL CORP Technology 7,092.0 $990K 0.11% NEW $139.65 -11.3%
52 LII LENNOX INTL INC Industrials 1,671.0 $957K 0.11% NEW $572.95 -35.1%
53 SE SEA LTD Consumer Cyclical 9,892.0 $948K 0.11% NEW $95.83 +8.2%
54 AVNV AMERICAN CENTY ETF TR 11,268.0 $930K 0.10% NEW $82.54 +5.1%
55 AVDV AMERICAN CENTY ETF TR 8,798.0 $907K 0.10% NEW $103.05 +9.2%
56 RBLX Roblox Corporation Class A Common Stock Technology 16,634.0 $905K 0.10% NEW $54.38 -8.3%
57 AEM AGNICO EAGLE MINES LTD Basic Materials 5,650.0 $876K 0.10% NEW $155.13 +31.2%
58 DKNG DRAFTKINGS INC NEW Consumer Cyclical 34,448.0 $870K 0.10% NEW $25.26 -13.7%
59 CAVA CAVA GROUP INC Consumer Cyclical 10,900.0 $855K 0.10% NEW $78.48 -32.9%
60 WDC WESTERN DIGITAL CORP Technology 1,238.0 $791K 0.09% NEW $638.72 -27.3%
Page 3 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%