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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 17 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SMCI SUPER MICRO COMPUTER INC Technology 10,680.0 $313K 0.04% NEW $29.33 +40.5%
322 ARKW ARK ETF TR 2,144.0 $311K 0.04% NEW $144.86 +14.1%
323 CHAT TIDAL TRUST II 3,132.0 $309K 0.04% NEW $98.68 -5.2%
324 AIQ Global X Artificial Intelligence & Technology ETF 4,703.0 $309K 0.04% -401.0 -7.9% $65.61 +1.1%
325 DUK DUKE ENERGY CORP NEW Utilities 2,424.0 $307K 0.04% +455.0 +23.1% $126.59 -7.8%
326 EATON VANCE TAX MANAGED BUY 20,397.0 $304K 0.03% -3K -13.9% $14.88
327 MDT MEDTRONIC PLC Healthcare 3,873.0 $303K 0.03% -794.0 -17.0% $78.23 +17.3%
328 DASH DOORDASH INC Communication Services 1,624.0 $300K 0.03% +328.0 +25.3% $184.53 +5.0%
329 IP INTERNATIONAL PAPER CO Consumer Cyclical 7,856.0 $299K 0.03% NEW $38.10 -7.3%
330 DFIV DIMENSIONAL ETF TRUST 5,504.0 $297K 0.03% NEW $54.02 +6.7%
331 FIX COMFORT SYS USA INC Industrials 150.0 $297K 0.03% NEW $1981.95 -17.6%
332 SDY SPDR SERIES TRUST 1,952.0 $297K 0.03% -130.0 -6.2% $152.18 -1.6%
333 RVT ROYCE SMALL CAP TRUST INC Financial Services 16,043.0 $296K 0.03% NEW $18.47 -5.5%
334 NUKZ Range Nuclear Renaissance Index ETF 4,300.0 $293K 0.03% NEW $68.16 -7.1%
335 GLW CORNING INC Technology 1,147.0 $293K 0.03% NEW $255.44 -37.8%
336 XJH ISHARES TR 5,498.0 $287K 0.03% NEW $52.15 -4.9%
337 RIO RIO TINTO PLC Basic Materials 3,006.0 $285K 0.03% -12K -80.0% $94.93 +2.2%
338 ASML ASML Holding NV New York Registry Shares Technology 143.0 $284K 0.03% -599.0 -80.7% $1989.44 -14.0%
339 DFAS DIMENSIONAL ETF TRUST 3,436.0 $283K 0.03% $82.34 -3.6%
340 PALL ABRDN PALLADIUM ETF TRUST Financial Services 12,768.0 $282K 0.03% +7K +138.5% $22.08 +7.5%
Page 17 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%