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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  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 USFR WisdomTree Floating Rate Treasury Fund 6,096.0 $307K 0.04% -663.0 -9.8% $50.32 +0.3%
62 DASH DOORDASH INC Communication Services 1,296.0 $294K 0.04% -4K -75.6% $226.48 -23.4%
63 SDY SPDR SERIES TRUST 2,082.0 $290K 0.04% -64.0 -3.0% $139.16 +8.1%
64 CAT CATERPILLAR INC Industrials 502.0 $288K 0.04% -83.0 -14.2% $573.25 +72.0%
65 MMM 3M CO Industrials 1,785.0 $286K 0.04% -37.0 -2.0% $160.16 +0.3%
66 VDC VANGUARD WORLD FD 1,294.0 $273K 0.04% -34.0 -2.6% $211.24 +7.0%
67 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,417.0 $269K 0.04% -1K -20.9% $49.65 -28.3%
68 ARM ARM HOLDINGS PLC Technology 2,440.0 $267K 0.04% -74.0 -2.9% $109.31 +302.0%
69 RY ROYAL BK CDA Financial Services 1,431.0 $244K 0.04% -10.0 -0.7% $170.49 +18.2%
70 PZA INVESCO EXCH TRADED FD TR II 10,383.0 $241K 0.04% -3K -23.6% $23.19 +1.3%
71 XLRE SELECT SECTOR SPDR TR 5,950.0 $240K 0.04% -2K -28.2% $40.35 +8.7%
72 UNP UNION PAC CORP Industrials 952.0 $220K 0.03% -12.0 -1.2% $231.32 +11.0%
73 MTUM ISHARES TR 862.0 $216K 0.03% -101.0 -10.5% $250.35 +35.2%
74 ORCL ORACLE CORP Technology 1,088.0 $212K 0.03% -148.0 -12.0% $195.08 -5.5%
75 IWO ISHARES TR 655.0 $212K 0.03% -9.0 -1.4% $323.01 +20.4%
76 SPG SIMON PPTY GROUP INC NEW Real Estate 1,112.0 $206K 0.03% -135.0 -10.8% $185.22 +14.1%
77 ABT ABBOTT LABS Healthcare 1,638.0 $205K 0.03% -894.0 -35.3% $125.29 -29.5%
78 ABAT AMERICAN BATTERY TECHNOLOGY Basic Materials 12,244.0 $41K 0.01% -167.0 -1.4% $3.34 -6.6%
79 FLNA CASSAVA SCIENCES INC Healthcare 12,259.0 $24K 0.00% -304.0 -2.4% $1.98 -38.4%
Page 4 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%