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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 5 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WBS WEBSTER FINL CORP Financial Services 6,285.0 $480K 0.05% NEW $76.42 +1.5%
82 WPM WHEATON PRECIOUS METALS CORP Basic Materials 4,206.0 $472K 0.05% NEW $112.33 +36.9%
83 GEV GE Vernova Inc. Common Stock Utilities 398.0 $468K 0.05% NEW $1175.64 -19.2%
84 CDX SIMPLIFY EXCHANGE TRADED FUN 22,148.0 $468K 0.05% NEW $21.12 -3.0%
85 NPO ENPRO INC Industrials 1,235.0 $466K 0.05% NEW $376.93 -20.2%
86 GSY INVESCO ACTIVELY MANAGED EXC 8,635.0 $433K 0.05% NEW $50.15 -0.4%
87 WFC WELLS FARGO & CO Financial Services 5,198.0 $430K 0.05% NEW $82.64 +0.6%
88 LVHI LEGG MASON ETF INVT 10,358.0 $420K 0.05% NEW $40.59 +4.7%
89 KIE SPDR SERIES TRUST 6,881.0 $420K 0.05% NEW $60.99 -0.5%
90 FXU FIRST TR EXCHANGE-TRADED FD 8,499.0 $419K 0.05% NEW $49.34 -8.6%
91 UNH UNITEDHEALTH GROUP INC Healthcare 1,001.0 $416K 0.05% NEW $415.73 -10.3%
92 BMOP BNY MELLON ETF TRUST II 16,478.0 $415K 0.05% NEW $25.21 -5.0%
93 PSX PHILLIPS 66 Energy 2,433.0 $411K 0.05% NEW $169.07 +51.9%
94 JSMD JANUS DETROIT STR TR 3,986.0 $404K 0.04% NEW $101.24 -9.1%
95 PAVE GLOBAL X FDS 6,748.0 $398K 0.04% NEW $58.92 -9.1%
96 SMH VanEck Semiconductor ETF 594.0 $390K 0.04% NEW $655.89 -7.4%
97 MINT PIMCO ETF TR 3,731.0 $376K 0.04% NEW $100.81 -0.1%
98 SCHD Schwab US Dividend Equity ETF 11,661.0 $370K 0.04% NEW $31.71 +6.4%
99 STRL STERLING INFRASTRUCTURE INC Industrials 429.0 $360K 0.04% NEW $839.36 -38.5%
100 SKYY FIRST TR EXCHANGE-TRADED FD 2,637.0 $355K 0.04% NEW $134.56 +24.4%
Page 5 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%