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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 2 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOO Vanguard S&P 500 ETF 10,119.0 $6.9M 0.78% +1K +16.8% $686.82 +3.6%
22 TSLA Tesla Inc Com Consumer Cyclical 15,882.0 $6.7M 0.75% -170.0 -1.1% $420.60 -11.1%
23 VB VANGUARD INDEX FDS 21,342.0 $6.5M 0.73% +6K +38.1% $303.13 -3.8%
24 IJH ISHARES TR 82,144.0 $6.3M 0.71% +67K +434.4% $77.11 -4.8%
25 BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF 67,532.0 $6.2M 0.70% -95K -58.4% $91.64 -0.1%
26 IEFA ISHARES TR 61,639.0 $6.0M 0.67% -5K -7.2% $96.58 +2.5%
27 PLTR PALANTIR TECHNOLOGIES INC Technology 50,946.0 $5.9M 0.67% -390.0 -0.8% $116.67 +55.6%
28 SPYV SPDR SERIES TRUST 96,454.0 $5.9M 0.66% -2K -2.0% $60.79 +2.9%
29 RLY SSGA ACTIVE ETF TR 161,250.0 $5.6M 0.63% NEW $34.51 +7.6%
30 ALAB ASTERA LABS INC Technology 11,082.0 $5.4M 0.60% -7K -39.0% $483.02 -32.2%
31 MUNI PIMCO ETF TR 98,235.0 $5.2M 0.58% +28K +39.8% $52.60 -3.9%
32 XLK SELECT SECTOR SPDR TR 25,559.0 $4.9M 0.55% -2K -6.6% $190.52 +1.8%
33 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 26,235.0 $4.8M 0.53% NEW $181.15 +9.4%
34 GOOGL ALPHABET INC Communication Services 13,023.0 $4.7M 0.52% +4K +42.2% $357.39 -0.5%
35 LLY ELI LILLY & CO Healthcare 3,684.0 $4.4M 0.50% +680.0 +22.6% $1199.66 -3.0%
36 GLD SPDR GOLD TR GOLD SHS Financial Services 11,981.0 $4.4M 0.50% +561.0 +4.9% $368.38 +8.1%
37 ANET ARISTA NETWORKS INC Technology 25,709.0 $4.4M 0.49% +11K +69.9% $169.88 +19.4%
38 ABBV ABBVIE INC Healthcare 16,124.0 $4.1M 0.46% +9K +137.2% $251.65 +5.0%
39 PG PROCTER & GAMBLE CO Consumer Defensive 26,150.0 $3.8M 0.43% NEW $146.64 +0.0%
40 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 4,067.0 $3.8M 0.43% +668.0 +19.6% $935.55 -4.1%
Page 2 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%