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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 5 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHP SCHWAB STRATEGIC TR 49,053.0 $1.3M 0.19% +3K +7.3% $26.49 -0.0%
82 XMMO INVESCO EXCHANGE TRADED FD T 9,333.0 $1.3M 0.19% +6K +191.2% $138.46 +24.1%
83 VGT VANGUARD WORLD FD 1,714.0 $1.3M 0.19% +15.0 +0.9% $753.78 -84.1%
84 NEE NEXTERA ENERGY INC Utilities 16,063.0 $1.3M 0.19% NEW $80.28 +8.1%
85 GS GOLDMAN SACHS GROUP INC Financial Services 1,462.0 $1.3M 0.19% +216.0 +17.3% $879.01 +24.8%
86 BUCK SIMPLIFY EXCHANGE TRADED FUN 53,909.0 $1.3M 0.19% +9K +20.2% $23.71 -0.8%
87 SPYM SPDR SERIES TRUST 15,738.0 $1.3M 0.19% +396.0 +2.6% $80.22 +9.6%
88 ILMN ILLUMINA INC Healthcare 9,592.0 $1.3M 0.19% NEW $131.16 +23.5%
89 SGOV ISHARES TR 12,486.0 $1.3M 0.18% NEW $100.38 +0.2%
90 U UNITY SOFTWARE INC Technology 28,272.0 $1.2M 0.18% +6K +27.9% $44.17 -37.8%
91 BERKSHIRE HATHAWAY INC DEL 2,468.0 $1.2M 0.18% +394.0 +19.0% $502.65
92 BLK BLACKROCK INC Financial Services 1,147.0 $1.2M 0.18% +14.0 +1.2% $1070.34 -1.9%
93 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 15,979.0 $1.2M 0.18% +4K +36.1% $76.67 +19.1%
94 CME CME GROUP INC Financial Services 4,469.0 $1.2M 0.18% +875.0 +24.4% $273.08 -9.8%
95 NOC NORTHROP GRUMMAN CORP Industrials 2,140.0 $1.2M 0.18% -60.0 -2.7% $570.21 -8.5%
96 FSLR FIRST SOLAR INC Energy 4,663.0 $1.2M 0.18% +270.0 +6.2% $261.23 -1.4%
97 VTWO VANGUARD SCOTTSDALE FDS 12,189.0 $1.2M 0.18% +428.0 +3.6% $99.52 +19.9%
98 RIO RIO TINTO PLC Basic Materials 15,042.0 $1.2M 0.18% NEW $80.03 +25.1%
99 NEBIUS GROUP N.V. 13,817.0 $1.2M 0.17% NEW $83.71
100 IBM INTERNATIONAL BUSINESS MACHS Technology 3,888.0 $1.2M 0.17% +39.0 +1.0% $296.23 -15.9%
Page 5 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%