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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 13 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PFE PFIZER INC Healthcare 21,511.0 $518K 0.06% NEW $24.08 +15.2%
242 PPH VANECK ETF TRUST 4,731.0 $517K 0.06% NEW $109.35 +2.1%
243 CAT CATERPILLAR INC Industrials 478.0 $509K 0.06% -24.0 -4.8% $1065.64 -23.4%
244 AMP AMERIPRISE FINL INC Financial Services 1,097.0 $503K 0.06% NEW $458.76 +16.8%
245 AVUV AMERICAN CENTY ETF TR 4,031.0 $503K 0.06% NEW $124.76 -2.6%
246 IWR ISHARES TR 4,505.0 $497K 0.06% $110.32 -1.2%
247 LMT LOCKHEED MARTIN CORP Industrials 973.0 $496K 0.06% +119.0 +13.9% $509.83 +5.0%
248 FAD FIRST TR EXCHANGE-TRADED ALP 2,450.0 $490K 0.06% NEW $199.97 -8.1%
249 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 +20.6%
250 LQDW ISHARES TR 20,016.0 $481K 0.05% +4K +25.3% $24.03 -3.9%
251 WBS WEBSTER FINL CORP Financial Services 6,285.0 $480K 0.05% NEW $76.42 +1.5%
252 PPA INVESCO EXCHANGE TRADED FD T 2,707.0 $478K 0.05% -1K -33.6% $176.65 -8.8%
253 WPM WHEATON PRECIOUS METALS CORP Basic Materials 4,206.0 $472K 0.05% NEW $112.33 +31.5%
254 GEV GE Vernova Inc. Common Stock Utilities 398.0 $468K 0.05% NEW $1175.64 -19.5%
255 CDX SIMPLIFY EXCHANGE TRADED FUN 22,148.0 $468K 0.05% NEW $21.12 -2.7%
256 NPO ENPRO INC Industrials 1,235.0 $466K 0.05% NEW $376.93 -21.4%
257 AON AON PLC Financial Services 1,397.0 $464K 0.05% -1K -49.5% $331.81 -12.4%
258 MBB ISHARES TR 4,868.0 $460K 0.05% -2K -33.1% $94.52 -3.1%
259 FBT FIRST TR EXCHANGE-TRADED FD 1,826.0 $453K 0.05% +438.0 +31.6% $247.89 +8.8%
260 IHI ISHARES TR 8,934.0 $441K 0.05% +2K +32.3% $49.41 +5.1%
Page 13 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%