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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 4 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CSCO CISCO SYS INC Technology 21,057.0 $1.6M 0.24% $77.03 +55.2%
62 SCCO SOUTHERN COPPER CORP Basic Materials 11,005.0 $1.6M 0.23% +2K +17.8% $143.47 +34.5%
63 RDDT REDDIT INC Communication Services 6,857.0 $1.6M 0.23% +3K +99.2% $229.87 -24.0%
64 VONG Vanguard Russell 1000 Growth ETF 12,934.0 $1.6M 0.23% $121.75 +4.2%
65 AMD ADVANCED MICRO DEVICES INC Technology 7,302.0 $1.6M 0.23% +122.0 +1.7% $214.16 +150.9%
66 ABBV ABBVIE INC Healthcare 6,797.0 $1.6M 0.23% +151.0 +2.3% $228.49 -5.2%
67 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.22% $754800.00
68 VT VANGUARD INTL EQUITY INDEX F 10,576.0 $1.5M 0.22% $141.06 +11.8%
69 RNR RENAISSANCERE HLDGS LTD Financial Services 5,266.0 $1.5M 0.22% NEW $281.16 +6.4%
70 NET CLOUDFLARE INC Technology 7,442.0 $1.5M 0.22% -326.0 -4.2% $197.15 +13.7%
71 VBK VANGUARD INDEX FDS 4,780.0 $1.4M 0.21% +127.0 +2.7% $302.12 +18.0%
72 ISRG INTUITIVE SURGICAL INC Healthcare 2,525.0 $1.4M 0.21% NEW $566.36 -28.2%
73 VTV VANGUARD INDEX FDS 7,433.0 $1.4M 0.21% +353.0 +5.0% $191.01 +13.3%
74 NEM NEWMONT CORP Basic Materials 14,128.0 $1.4M 0.21% -530.0 -3.6% $99.85 +3.9%
75 SNOW SNOWFLAKE INC Technology 6,425.0 $1.4M 0.21% +2K +51.8% $219.36 +5.9%
76 SPMO INVESCO EXCH TRADED FD TR II 11,811.0 $1.4M 0.21% +10K +443.0% $119.33 +34.0%
77 VBR VANGUARD INDEX FDS 6,614.0 $1.4M 0.21% $211.81 +12.6%
78 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 9,485.0 $1.3M 0.20% NEW $141.83 +11.6%
79 AVGO BROADCOM INC Technology 3,820.0 $1.3M 0.20% $346.10 +18.9%
80 VUG VANGUARD INDEX FDS 2,698.0 $1.3M 0.19% +47.0 +1.8% $487.98 -82.2%
Page 4 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%