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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 10 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CAVA CAVA GROUP INC Consumer Cyclical 10,900.0 $855K 0.10% NEW $78.48 -33.7%
182 WFRD WEATHERFORD INTL PLC Energy 10,490.0 $855K 0.10% -995.0 -8.7% $81.50 +0.9%
183 SCCO SOUTHERN COPPER CORP Basic Materials 4,895.0 $853K 0.10% -6K -55.5% $174.27 +13.7%
184 DFAC Dimensional ETF U.S. Core Equity 2 ETF 19,108.0 $848K 0.10% -9K -32.9% $44.36 +2.1%
185 GS Goldman Sachs Group, Inc Financial Services 833.0 $843K 0.10% -629.0 -43.0% $1012.11 -5.2%
186 BX BLACKSTONE INC Financial Services 7,125.0 $838K 0.09% +5K +322.4% $117.67 +7.4%
187 FSTA FIDELITY COVINGTON TRUST 15,777.0 $829K 0.09% +11K +221.2% $52.54 -1.7%
188 DFUV DIMENSIONAL ETF TRUST 14,594.0 $803K 0.09% $55.01 +2.6%
189 BKR Baker Hughes Company Energy 14,434.0 $801K 0.09% -9K -39.0% $55.50 +4.2%
190 VV VANGUARD INDEX FDS 2,320.0 $798K 0.09% -526.0 -18.5% $343.91 +4.0%
191 BMY BRISTOL MYERS SQUIBB CO Healthcare 13,795.0 $795K 0.09% +4K +43.8% $57.62 +8.7%
192 QCOM QUALCOMM INC Technology 4,283.0 $792K 0.09% +1K +39.5% $184.83 +5.1%
193 WDC WESTERN DIGITAL CORP Technology 1,238.0 $791K 0.09% NEW $638.72 -29.8%
194 VOE VANGUARD INDEX FDS 3,981.0 $787K 0.09% -993.0 -20.0% $197.60 +2.3%
195 SPHQ INVESCO EXCHANGE TRADED FD T 8,659.0 $780K 0.09% NEW $90.10 -5.9%
196 CGGR CAPITAL GROUP GROWTH ETF 16,523.0 $780K 0.09% NEW $47.20 +1.9%
197 MAIN MAIN STR CAP CORP Financial Services 15,030.0 $780K 0.09% $51.88 +8.5%
198 TJX TJX COS INC NEW Consumer Cyclical 5,126.0 $777K 0.09% +2K +58.9% $151.53 -13.6%
199 WSM WILLIAMS SONOMA INC Consumer Cyclical 3,298.0 $769K 0.09% NEW $233.10 -2.5%
200 TLTW ISHARES TR 34,264.0 $765K 0.09% NEW $22.34 -5.5%
Page 10 of 21  ·  408 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%