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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 3 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TPR TAPESTRY INC Consumer Cyclical 4,917.0 $628K 0.09% -108.0 -2.1% $127.77 +12.3%
42 VEEV VEEVA SYS INC Healthcare 2,648.0 $591K 0.09% -2K -46.9% $223.23 -31.3%
43 SCHC SCHWAB STRATEGIC TR 12,715.0 $579K 0.09% -171.0 -1.3% $45.53 +8.4%
44 AGM FEDERAL AGRIC MTG CORP Financial Services 3,082.0 $541K 0.08% -416.0 -11.9% $175.57 +4.5%
45 MDYV SPDR SERIES TRUST 5,986.0 $507K 0.07% -119.0 -1.9% $84.65 +10.4%
46 BINC BLACKROCK ETF TRUST II 9,585.0 $506K 0.07% -75.0 -0.8% $52.77 -0.9%
47 IAGG ISHARES TR 9,309.0 $466K 0.07% -591.0 -6.0% $50.01 +1.0%
48 JNJ JOHNSON & JOHNSON Healthcare 2,215.0 $459K 0.07% -3K -60.4% $207.02 +10.3%
49 DIA SPDR DOW JONES INDL AVERAGE Financial Services 934.0 $449K 0.07% -55.0 -5.6% $480.57 +7.3%
50 QUAL ISHARES TR 2,130.0 $423K 0.06% -3K -54.1% $198.64 +8.7%
51 LMT LOCKHEED MARTIN CORP Industrials 854.0 $413K 0.06% -129.0 -13.1% $483.67 +5.6%
52 VYM VANGUARD WHITEHALL FDS 2,867.0 $411K 0.06% -52.0 -1.8% $143.53 +10.2%
53 THRO BLACKROCK ETF TRUST 10,025.0 $387K 0.06% -492.0 -4.7% $38.56 +12.1%
54 ISCF ISHARES TR 9,089.0 $377K 0.06% -235.0 -2.5% $41.48 +5.5%
55 VYMI VANGUARD WHITEHALL FDS 3,814.0 $343K 0.05% -56.0 -1.4% $90.00 +10.3%
56 EUFN ISHARES TR 9,216.0 $342K 0.05% -1K -12.4% $37.09 +4.4%
57 CVX CHEVRON CORP NEW Energy 2,220.0 $338K 0.05% -2K -51.0% $152.41 +13.9%
58 JEPI J P MORGAN EXCHANGE TRADED F 5,738.0 $328K 0.05% -5K -45.4% $57.25 -2.0%
59 T AT&T INC Communication Services 12,983.0 $322K 0.05% -367.0 -2.8% $24.84 -11.4%
60 TSM Taiwan Semiconductor Manufacturing Company Ltd. Technology 1,040.0 $316K 0.05% -116.0 -10.0% $304.15 +51.9%
Page 3 of 4  ·  79 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%