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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 14 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SOXX ISHARES TR 685.0 $439K 0.05% +6.0 +0.9% $640.76 -12.7%
262 GSY INVESCO ACTIVELY MANAGED EXC 8,635.0 $433K 0.05% NEW $50.15 -0.4%
263 WFC WELLS FARGO & CO Financial Services 5,198.0 $430K 0.05% NEW $82.64 +4.7%
264 GILD GILEAD SCIENCES INC Healthcare 3,369.0 $426K 0.05% +2K +80.5% $126.34 +19.2%
265 VEEV VEEVA SYS INC Healthcare 2,394.0 $425K 0.05% -254.0 -9.6% $177.47 +47.2%
266 VNLA JANUS DETROIT STR TR 8,642.0 $422K 0.05% -11K -55.2% $48.87 -0.2%
267 DFSV DIMENSIONAL ETF TRUST 10,853.0 $421K 0.05% -2K -14.2% $38.79 -0.1%
268 LVHI LEGG MASON ETF INVT 10,358.0 $420K 0.05% NEW $40.59 +4.7%
269 AMGN AMGEN INC Healthcare 1,159.0 $420K 0.05% +357.0 +44.5% $362.12 +8.6%
270 KIE SPDR SERIES TRUST 6,881.0 $420K 0.05% NEW $60.99 +0.6%
271 FXU FIRST TR EXCHANGE-TRADED FD 8,499.0 $419K 0.05% NEW $49.34 -8.3%
272 UNH UNITEDHEALTH GROUP INC Healthcare 1,001.0 $416K 0.05% NEW $415.73 -9.2%
273 BMOP BNY MELLON ETF TRUST II 16,478.0 $415K 0.05% NEW $25.21 -4.9%
274 EMB ISHARES TR 4,289.0 $414K 0.05% -1K -19.8% $96.45 -2.8%
275 PSX PHILLIPS 66 Energy 2,433.0 $411K 0.05% NEW $169.07 +54.8%
276 IDMO INVESCO EXCH TRADED FD TR II 6,815.0 $411K 0.05% -39.0 -0.6% $60.29 +3.0%
277 DUHP DIMENSIONAL ETF TRUST 9,700.0 $405K 0.05% -3K -21.8% $41.73 +1.4%
278 JSMD JANUS DETROIT STR TR 3,986.0 $404K 0.04% NEW $101.24 -9.6%
279 AZO AUTOZONE INC Consumer Cyclical 125.0 $399K 0.04% +21.0 +20.2% $3195.94 -12.3%
280 BOTZ GLOBAL X FDS 10,498.0 $398K 0.04% +1K +12.3% $37.94 -5.6%
Page 14 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%