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Portfolio (Quarterly) Guide ↗

Fortis Capital Advisors, LLC

· CIK 0001959790
13F Portfolio $677M AUM 311 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 69 New 122 Added 79 Reduced 41 Exited
Page 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QTUM ETF SER SOLUTIONS 1,894.0 $208K 0.03% NEW $109.66 +53.2%
62 SPHY SPDR SERIES TRUST 8,739.0 $207K 0.03% NEW $23.67 -1.0%
63 CENCORA INC 611.0 $206K 0.03% NEW $337.75
64 BHP BHP GROUP LTD Basic Materials 3,393.0 $205K 0.03% NEW $60.37 +45.6%
65 SYSB ISHARES TR 2,281.0 $205K 0.03% NEW $89.76 -1.3%
66 SOXX ISHARES TR 679.0 $204K 0.03% NEW $301.15 +112.3%
67 IAU ISHARES GOLD TR Financial Services 2,502.0 $203K 0.03% NEW $81.17 -2.3%
68 MRK MERCK & CO INC Healthcare 1,905.0 $201K 0.03% NEW $105.27 +8.2%
69 ESGU ISHARES TR 1,342.0 $200K 0.03% NEW $149.07 +9.5%
Page 4 of 4  ·  69 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 36.2%
Financial Services 32.8%
Communication Services 8.7%
Consumer Cyclical 8.6%
Healthcare 5.7%
Consumer Defensive 2.1%
Basic Materials 2.0%
Energy 1.6%
Industrials 1.4%
Utilities 0.7%