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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 18 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 FEM FIRST TR EXCH TRD ALPHDX FD 8,785.0 $281K 0.03% NEW $31.99 +4.3%
342 PCAR PACCAR INC Industrials 2,312.0 $278K 0.03% NEW $120.12 -4.5%
343 BUFR FIRST TR EXCHNG TRADED FD VI 7,587.0 $277K 0.03% NEW $36.53 +3.2%
344 KEY KEYCORP Financial Services 11,972.0 $276K 0.03% +935.0 +8.5% $23.05 -9.5%
345 VSGX VANGUARD WORLD FD 3,314.0 $273K 0.03% NEW $82.34 +0.9%
346 UNP UNION PAC CORP Industrials 998.0 $271K 0.03% +46.0 +4.8% $272.00 -0.9%
347 EIPI FIRST TR EXCHNG TRADED FD VI 12,413.0 $271K 0.03% NEW $21.84 +1.6%
348 SHOP SHOPIFY INC Technology 2,373.0 $271K 0.03% -9K -79.8% $114.18 +20.8%
349 SPG SIMON PPTY GROUP INC NEW Real Estate 1,192.0 $267K 0.03% +80.0 +7.2% $223.82 -8.4%
350 CGUS CAPITAL GROUP CORE EQUITY ET 5,962.0 $265K 0.03% NEW $44.48 +1.3%
351 SO SOUTHERN CO Utilities 2,754.0 $264K 0.03% NEW $95.74 -10.7%
352 SPHY SPDR SERIES TRUST 11,066.0 $259K 0.03% +2K +26.6% $23.44 -1.7%
353 ES EVERSOURCE ENERGY Utilities 3,582.0 $259K 0.03% NEW $72.27 -7.4%
354 REZ ISHARES TR 2,715.0 $257K 0.03% NEW $94.69 -4.6%
355 IWO ISHARES TR 646.0 $254K 0.03% -9.0 -1.4% $393.96 -7.3%
356 ARCC ARES CAPITAL CORP Financial Services 13,591.0 $252K 0.03% +2K +13.3% $18.53 +4.9%
357 VOD VODAFONE GROUP PLC Communication Services 19,021.0 $252K 0.03% +1K +7.4% $13.22 +28.7%
358 RVNU DBX ETF TR 9,916.0 $251K 0.03% +382.0 +4.0% $25.31 -6.1%
359 PEMX PUTNAM ETF TRUST 2,715.0 $249K 0.03% -4K -60.9% $91.71 -3.7%
360 OKE ONEOK INC NEW Energy 2,823.0 $245K 0.03% NEW $86.94 +5.6%
Page 18 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%