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Portfolio (Quarterly) Guide ↗

Fortis Capital Advisors, LLC

· CIK 0001959790
13F Portfolio $631M AUM Filed Oct 31, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 283 New
Page 8 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TME TENCENT MUSIC ENTMT GROUP Communication Services 34,160.0 $797K 0.13% NEW $23.34 -62.6%
142 MRVL Marvell Technology, Inc. - Common Stock Technology 9,456.0 $795K 0.13% NEW $84.07 +269.4%
143 RDDT Reddit, Inc. Class A Common Stock Communication Services 3,442.0 $792K 0.12% NEW $229.99 -24.0%
144 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 11,739.0 $790K 0.12% NEW $67.31 +35.7%
145 RTX RTX CORPORATION Industrials 4,707.0 $788K 0.12% NEW $167.33 +10.9%
146 TMUS T-Mobile US, Inc. - Common Stock Communication Services 3,226.0 $772K 0.12% NEW $239.38 -24.1%
147 ASML ASML HOLDING N V Technology 796.0 $771K 0.12% NEW $968.09 +99.3%
148 RSG REPUBLIC SVCS INC Industrials 3,344.0 $767K 0.12% NEW $229.48 -10.7%
149 SCHM SCHWAB STRATEGIC TR 25,654.0 $760K 0.12% NEW $29.64 +21.8%
150 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 16,970.0 $729K 0.12% NEW $42.98 +85.4%
151 ADSK AUTODESK INC Technology 2,245.0 $713K 0.11% NEW $317.67 -39.0%
152 MGK VANGUARD WORLD FD 1,756.0 $707K 0.11% NEW $402.42 -78.0%
153 CVX Chevron Corporation Common Stock Energy 4,531.0 $704K 0.11% NEW $155.30 +11.8%
154 DKNG DRAFTKINGS INC NEW Consumer Cyclical 18,441.0 $690K 0.11% NEW $37.40 -29.4%
155 OXY OCCIDENTAL PETE CORP Energy 14,466.0 $684K 0.11% NEW $47.25 +9.7%
156 MBB ISHARES TR 7,147.0 $680K 0.11% NEW $95.15 -0.7%
157 DOCS DOXIMITY INC Healthcare 9,161.0 $670K 0.11% NEW $73.15 -72.0%
158 DFUV DIMENSIONAL ETF TRUST 14,594.0 $652K 0.10% NEW $44.69 +22.2%
159 HYG iShares iBoxx $ High Yield Corporate Bond ETF 7,993.0 $649K 0.10% NEW $81.19 -1.5%
160 RKT ROCKET COS INC Financial Services 33,141.0 $642K 0.10% NEW $19.38 -25.6%
Page 8 of 15  ·  283 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 38.7%
Financial Services 32.1%
Communication Services 9.6%
Consumer Cyclical 8.5%
Healthcare 3.7%
Industrials 2.1%
Consumer Defensive 2.0%
Energy 2.0%
Basic Materials 1.2%
Utilities 0.2%