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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 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NEM Newmont Corporation Basic Materials 7,948.0 $742K 0.08% -6K -43.7% $93.40 +33.1%
42 IWD ISHARES TR 2,915.0 $707K 0.08% -283.0 -8.8% $242.43 +4.3%
43 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 9,402.0 $696K 0.08% -6K -37.7% $74.04 -4.9%
44 BND VANGUARD BD INDEX FDS 9,188.0 $674K 0.08% -2K -18.7% $73.41 -2.9%
45 IUSB ISHARES TR 13,293.0 $613K 0.07% -6K -32.0% $46.15 -2.8%
46 HYG ISHARES TR 7,598.0 $608K 0.07% -633.0 -7.7% $79.97 -1.7%
47 SPYM SPDR SERIES TRUST 6,854.0 $602K 0.07% -9K -56.5% $87.89 +3.6%
48 IEMG ISHARES INC 6,712.0 $556K 0.06% -5K -43.0% $82.85 +0.7%
49 SCHA SCHWAB STRATEGIC TR 15,132.0 $547K 0.06% -1K -6.6% $36.13 -6.7%
50 SCHC SCHWAB STRATEGIC TR 11,260.0 $542K 0.06% -1K -11.4% $48.12 +5.7%
51 MDYV SPDR SERIES TRUST 5,606.0 $532K 0.06% -380.0 -6.3% $94.85 -3.9%
52 CAT CATERPILLAR INC Industrials 478.0 $509K 0.06% -24.0 -4.8% $1065.64 -24.2%
53 BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share Consumer Cyclical 5,041.0 $484K 0.05% -3K -34.0% $95.98 +21.2%
54 PPA INVESCO EXCHANGE TRADED FD T 2,707.0 $478K 0.05% -1K -33.6% $176.65 -9.5%
55 AON AON PLC Financial Services 1,397.0 $464K 0.05% -1K -49.5% $331.81 -13.9%
56 MBB ISHARES TR 4,868.0 $460K 0.05% -2K -33.1% $94.52 -3.4%
57 VEEV VEEVA SYS INC Healthcare 2,394.0 $425K 0.05% -254.0 -9.6% $177.47 +47.5%
58 VNLA JANUS DETROIT STR TR 8,642.0 $422K 0.05% -11K -55.2% $48.87 -0.2%
59 DFSV DIMENSIONAL ETF TRUST 10,853.0 $421K 0.05% -2K -14.2% $38.79 -0.0%
60 EMB ISHARES TR 4,289.0 $414K 0.05% -1K -19.8% $96.45 -2.9%
Page 3 of 5  ·  88 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%