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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 2 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA TESLA INC Consumer Cyclical 16,052.0 $7.2M 1.07% +1K +8.6% $449.72 -10.9%
22 IEFA ISHARES TR 66,395.0 $5.9M 0.88% -4K -5.8% $89.46 +8.8%
23 SPYV SPDR SERIES TRUST 98,389.0 $5.6M 0.82% $56.81 +7.1%
24 VOO VANGUARD INDEX FDS 8,664.0 $5.4M 0.80% +248.0 +3.0% $627.18 +9.7%
25 NFLX NETFLIX INC Communication Services 51,746.0 $4.9M 0.72% +46K +884.1% $93.76 -17.5%
26 GLD SPDR Gold Shares Financial Services 11,420.0 $4.5M 0.67% $396.31 -2.3%
27 AGG iShares Core U.S. Aggregate Bond ETF 42,011.0 $4.2M 0.62% +4K +11.2% $99.88 -1.0%
28 VB VANGUARD INDEX FDS 15,452.0 $4.0M 0.59% +2K +10.8% $257.96 +14.9%
29 XLK SELECT SECTOR SPDR TR 27,358.0 $3.9M 0.58% +14K +99.9% $143.97 +33.0%
30 MUNI PIMCO ETF TR 70,275.0 $3.7M 0.54% +7K +11.1% $52.41 +0.2%
31 IWY ISHARES TR 13,231.0 $3.7M 0.54% -609.0 -4.4% $276.94 +4.3%
32 LLY ELI LILLY & CO Healthcare 3,004.0 $3.2M 0.48% +1K +86.2% $1074.93 +2.2%
33 MUB ISHARES TR 28,540.0 $3.1M 0.45% +4K +18.4% $107.11 +0.2%
34 ALAB ASTERA LABS INC Technology 18,156.0 $3.0M 0.45% +8K +71.0% $166.36 +150.7%
35 COST COSTCO WHSL CORP NEW Consumer Defensive 3,399.0 $2.9M 0.43% -90.0 -2.6% $862.38 +10.3%
36 EFV iShares MSCI EAFE Value ETF 40,514.0 $2.9M 0.43% +309.0 +0.8% $71.41 +7.3%
37 GOOGL ALPHABET INC Communication Services 9,157.0 $2.9M 0.42% -2K -19.0% $313.03 +17.6%
38 JPM JP Morgan Chase & Co. Common Stock Financial Services 7,958.0 $2.6M 0.38% -3K -27.6% $322.25 +0.9%
39 ACWX ISHARES TR 38,090.0 $2.6M 0.38% +5K +14.7% $67.13 +14.9%
40 OIH VANECK ETF TRUST 8,902.0 $2.5M 0.37% NEW $284.77 +35.4%
Page 2 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%