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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 19 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 XHB SPDR SERIES TRUST 2,115.0 $244K 0.03% NEW $115.56 -16.2%
362 PM PHILIP MORRIS INTL INC Consumer Defensive 1,346.0 $244K 0.03% -88.0 -6.1% $181.04 +3.8%
363 RSG REPUBLIC SVCS INC Industrials 1,128.0 $240K 0.03% NEW $213.08 +1.0%
364 DHR DANAHER CORP DEL Healthcare 1,258.0 $240K 0.03% NEW $190.48 +12.3%
365 EMXF ISHARES TR 4,128.0 $239K 0.03% NEW $57.94 +1.9%
366 IWN ISHARES TR 1,081.0 $239K 0.03% NEW $221.20 -2.3%
367 XLRE SELECT SECTOR SPDR TR 5,401.0 $238K 0.03% -549.0 -9.2% $44.03 -3.5%
368 ANNALY CAPITAL MANAGEMENT IN 10,587.0 $237K 0.03% -562.0 -5.0% $22.36
369 XBI SPDR SERIES TRUST 1,492.0 $236K 0.03% NEW $158.25 -0.2%
370 ARKK ARK ETF TR 2,914.0 $236K 0.03% +24.0 +0.8% $80.82 +12.2%
371 ITA ISHARES TR 961.0 $233K 0.03% NEW $242.42 -10.8%
372 IMCG ISHARES TR 2,367.0 $233K 0.03% NEW $98.30 -3.3%
373 PZA INVESCO EXCH TRADED FD TR II 9,792.0 $230K 0.03% -591.0 -5.7% $23.52 -6.8%
374 SPYD SPDR SERIES TRUST 4,772.0 $228K 0.03% NEW $47.72 -1.3%
375 IJJ ISHARES TR 1,540.0 $228K 0.03% NEW $147.73 -4.1%
376 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,464.0 $225K 0.03% NEW $91.20 -18.4%
377 IONQ IONQ INC Technology 4,180.0 $223K 0.03% NEW $53.26 -24.0%
378 STT STATE STR CORP Financial Services 1,287.0 $218K 0.03% NEW $169.60 +8.4%
379 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 5,325.0 $217K 0.02% NEW $40.84 -1.5%
380 MANAGED PORTFOLIO SER 8,400.0 $217K 0.02% $25.82
Page 19 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%