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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 16 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IAU ISHARES GOLD TR Financial Services 2,502.0 $203K 0.03% NEW $81.17 -2.3%
302 MRK MERCK & CO INC Healthcare 1,905.0 $201K 0.03% NEW $105.27 +8.2%
303 ESGU ISHARES TR 1,342.0 $200K 0.03% NEW $149.07 +9.5%
304 CPZ CALAMOS LNG SHR EQT DYNAMIC Financial Services 10,882.0 $159K 0.02% +310.0 +2.9% $14.62 -11.4%
305 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 10,178.0 $159K 0.02% $15.59 +0.3%
306 SNAP SNAP INC Communication Services 19,278.0 $156K 0.02% +8K +65.6% $8.07 -42.4%
307 INV INNVENTURE INC Financial Services 10,780.0 $45K 0.01% $4.18 +58.6%
308 ABAT AMERICAN BATTERY TECHNOLOGY Basic Materials 12,244.0 $41K 0.01% -167.0 -1.4% $3.34 -6.6%
309 NAT NORDIC AMERICAN TANKERS LIMI Industrials 11,720.0 $40K 0.01% $3.44 +70.1%
310 IAUX I-80 GOLD CORP Basic Materials 18,661.0 $27K 0.00% $1.46 +6.2%
311 FLNA CASSAVA SCIENCES INC Healthcare 12,259.0 $24K 0.00% -304.0 -2.4% $1.98 -38.4%
Page 16 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%