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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 13 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 APP APPLOVIN CORP Technology 482.0 $325K 0.05% +32.0 +7.1% $673.82 -30.3%
242 FXZ FIRST TR EXCHANGE TRADED FD 5,000.0 $324K 0.05% $64.82 +27.6%
243 T AT&T INC Communication Services 12,983.0 $322K 0.05% -367.0 -2.8% $24.84 -11.4%
244 TSM Taiwan Semiconductor Manufacturing Company Ltd. Technology 1,040.0 $316K 0.05% -116.0 -10.0% $304.15 +51.9%
245 SPEM SPDR INDEX SHS FDS 6,753.0 $316K 0.05% $46.81 +13.4%
246 USFR WisdomTree Floating Rate Treasury Fund 6,096.0 $307K 0.04% -663.0 -9.8% $50.32 +0.3%
247 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 7,836.0 $302K 0.04% +272.0 +3.6% $38.48 -6.6%
248 IGSB ISHARES TR 5,634.0 $298K 0.04% +487.0 +9.5% $52.88 -1.1%
249 DASH DOORDASH INC Communication Services 1,296.0 $294K 0.04% -4K -75.6% $226.48 -23.4%
250 SDY SPDR SERIES TRUST 2,082.0 $290K 0.04% -64.0 -3.0% $139.16 +8.1%
251 CAT CATERPILLAR INC Industrials 502.0 $288K 0.04% -83.0 -14.2% $573.25 +72.0%
252 FBT FIRST TR EXCHANGE-TRADED FD 1,388.0 $287K 0.04% NEW $206.52 +10.8%
253 MMM 3M CO Industrials 1,785.0 $286K 0.04% -37.0 -2.0% $160.16 +0.3%
254 ALLY ALLY FINL INC Financial Services 6,291.0 $285K 0.04% NEW $45.29 +0.4%
255 VDC VANGUARD WORLD FD 1,294.0 $273K 0.04% -34.0 -2.6% $211.24 +7.0%
256 DFIC DIMENSIONAL ETF TRUST 7,810.0 $269K 0.04% NEW $34.46 +10.4%
257 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,417.0 $269K 0.04% -1K -20.9% $49.65 -28.3%
258 PHO INVESCO EXCHANGE TRADED FD T 3,816.0 $269K 0.04% NEW $70.41 -4.3%
259 ARM ARM HOLDINGS PLC Technology 2,440.0 $267K 0.04% -74.0 -2.9% $109.31 +302.0%
260 AMAT APPLIED MATLS INC Technology 1,037.0 $266K 0.04% NEW $256.99 +140.1%
Page 13 of 16  ·  311 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%