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Portfolio (Quarterly) Guide ↗

Fortis Capital Advisors, LLC

· CIK 0001959790
13F Portfolio $631M AUM Filed Oct 31, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 283 New
Page 2 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NFLX NETFLIX INC Communication Services 5,258.0 $6.3M 1.00% NEW $1198.92 -93.5%
22 IEFA ISHARES TR 70,442.0 $6.2M 0.97% NEW $87.31 +11.4%
23 GOOG Alphabet Inc. - Class C Capital Stock Communication Services 23,995.0 $5.8M 0.93% NEW $243.56 +50.9%
24 SPYV SPDR SERIES TRUST 98,332.0 $5.4M 0.86% NEW $55.33 +10.0%
25 VOO Vanguard S&P 500 ETF 8,416.0 $5.2M 0.82% NEW $612.42 +12.4%
26 GLD SPDR Gold Trust Financial Services 11,471.0 $4.1M 0.65% NEW $355.47 +8.9%
27 XLK SPDR Select Sector Fund - Technology 13,686.0 $3.9M 0.61% NEW $281.86 -32.1%
28 IWY ISHARES TR 13,840.0 $3.8M 0.60% NEW $273.67 +5.5%
29 AGG iShares Core U.S. Aggregate Bond ETF 37,761.0 $3.8M 0.60% NEW $100.25 -1.3%
30 VB VANGUARD INDEX FDS 13,942.0 $3.5M 0.56% NEW $254.28 +16.6%
31 JPM JP Morgan Chase & Co. Common Stock Financial Services 10,986.0 $3.5M 0.55% NEW $315.45 +3.1%
32 MUNI PIMCO ETF TR 63,254.0 $3.3M 0.52% NEW $52.28 +0.4%
33 COST COSTCO WHSL CORP NEW Consumer Defensive 3,489.0 $3.2M 0.51% NEW $925.65 +2.8%
34 GOOGL Alphabet Inc. - Class A Common Stock Communication Services 11,309.0 $2.7M 0.44% NEW $243.12 +51.4%
35 EFV iShares MSCI EAFE Value ETF 40,205.0 $2.7M 0.43% NEW $67.83 +13.0%
36 JPMorgan Ultra-Short Income ETF 50,785.0 $2.6M 0.41% NEW $50.73
37 MUB ISHARES TR 24,097.0 $2.6M 0.41% NEW $106.49 +0.8%
38 MS MORGAN STANLEY Financial Services 15,810.0 $2.5M 0.40% NEW $158.96 +40.4%
39 CRWD CROWDSTRIKE HLDGS INC Technology 4,998.0 $2.5M 0.39% NEW $490.38 +39.7%
40 VXUS VANGUARD STAR FDS 31,354.0 $2.3M 0.36% NEW $73.46 +18.1%
Page 2 of 15  ·  283 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 38.7%
Financial Services 32.1%
Communication Services 9.6%
Consumer Cyclical 8.5%
Healthcare 3.7%
Industrials 2.1%
Consumer Defensive 2.0%
Energy 2.0%
Basic Materials 1.2%
Utilities 0.2%