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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 4 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SLV ISHARES SILVER TRUST Financial Services 50,740.0 $2.7M 0.30% +44K +656.2% $53.47 +11.1%
62 EFV ISHARES TR 34,308.0 $2.6M 0.29% -6K -15.3% $76.55 +6.5%
63 DE DEERE & CO Industrials 3,936.0 $2.5M 0.28% NEW $634.33 +9.1%
64 ETN EATON CORP PLC Industrials 5,777.0 $2.5M 0.28% NEW $426.12 +2.1%
65 IEUR ISHARES TR 31,252.0 $2.3M 0.26% +23K +274.0% $75.17 +0.8%
66 AVGO BROADCOM INC Technology 6,186.0 $2.3M 0.26% +2K +61.9% $377.80 -4.7%
67 IWF ISHARES TR 18,781.0 $2.3M 0.26% +15K +417.0% $124.17 +1.5%
68 SCHP SCHWAB STRATEGIC TR 84,548.0 $2.2M 0.25% +35K +72.4% $26.50 -3.8%
69 GE GE AEROSPACE Industrials 5,800.0 $2.2M 0.24% NEW $373.73 -14.3%
70 HD HOME DEPOT INC Consumer Cyclical 6,137.0 $2.2M 0.24% +4K +186.6% $352.68 -15.4%
71 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 22,297.0 $2.1M 0.24% +6K +39.5% $96.12 -53.8%
72 VIG VANGUARD SPECIALIZED FUNDS 8,997.0 $2.1M 0.24% +1K +20.0% $236.62 +0.6%
73 AXP AMERICAN EXPRESS CO Financial Services 6,125.0 $2.1M 0.23% NEW $338.30 -7.4%
74 TLN TALEN ENERGY CORP Utilities 5,382.0 $2.1M 0.23% NEW $384.26 -22.2%
75 MRNA MODERNA INC Healthcare 29,428.0 $2.1M 0.23% +21K +258.2% $70.03 +148.5%
76 IPAC ISHARES TR 25,132.0 $2.1M 0.23% +19K +295.2% $81.93 +4.9%
77 AMD ADVANCED MICRO DEVICES INC Technology 3,516.0 $2.0M 0.23% -4K -51.9% $580.91 +4.6%
78 AMAT APPLIED MATLS INC Technology 2,763.0 $2.0M 0.23% +2K +166.4% $723.00 -36.0%
79 Berkshire Hathaway Inc. New Common Stock 3,945.0 $2.0M 0.22% +1K +59.9% $500.39
80 V VISA INC Financial Services 5,552.0 $1.9M 0.21% +697.0 +14.4% $343.13 +7.2%
Page 4 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%