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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 5 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPYG State Street SPDR Portfolio S&P 500 Growth ETF 15,946.0 $1.9M 0.21% NEW $118.99 +4.1%
82 IBM INTERNATIONAL BUSINESS MACHS Technology 6,688.0 $1.9M 0.21% +3K +72.0% $281.24 -18.7%
83 XCEM COLUMBIA ETF TR II 35,370.0 $1.9M 0.21% -10K -21.6% $52.88 -0.3%
84 VOT VANGUARD INDEX FDS 6,074.0 $1.9M 0.21% -842.0 -12.2% $306.30 -2.9%
85 IWM iShares Russell 2000 Index Fund 6,107.0 $1.8M 0.21% +5K +320.9% $300.45 -5.0%
86 RNR RENAISSANCERE HLDGS LTD Financial Services 5,746.0 $1.8M 0.20% +480.0 +9.1% $316.90 +3.3%
87 NTRA NATERA INC Healthcare 6,688.0 $1.8M 0.20% NEW $271.45 +36.3%
88 MCD MCDONALDS CORP Consumer Cyclical 6,689.0 $1.8M 0.20% -71.0 -1.1% $270.31 -8.4%
89 VBK VANGUARD INDEX FDS 4,881.0 $1.8M 0.20% +101.0 +2.1% $365.77 -6.6%
90 ACWX ISHARES TR 23,352.0 $1.8M 0.20% -15K -38.7% $76.11 +1.7%
91 NEBIUS GROUP N.V. 6,384.0 $1.8M 0.20% -7K -53.8% $276.17
92 NEE NEXTERA ENERGY INC Utilities 19,403.0 $1.7M 0.19% +3K +20.8% $87.77 -8.9%
93 ILMN ILLUMINA INC Healthcare 9,627.0 $1.7M 0.19% $175.83 +38.0%
94 VGT VANGUARD WORLD FD 13,979.0 $1.7M 0.19% +12K +715.6% $119.52 +4.6%
95 VBR VANGUARD INDEX FDS 6,696.0 $1.6M 0.18% +82.0 +1.2% $242.99 -1.8%
96 HUBB HUBBELL INC Industrials 3,093.0 $1.6M 0.18% NEW $523.20 -13.2%
97 IVW ISHARES TR 11,682.0 $1.6M 0.18% -6K -34.1% $137.53 +4.1%
98 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 4,858.0 $1.6M 0.18% +975.0 +25.1% $330.46 -7.3%
99 DDOG DATADOG INC Technology 6,113.0 $1.6M 0.18% NEW $260.36 -7.3%
100 VT Vanguard Total World Stock Index ETF 10,076.0 $1.6M 0.18% -500.0 -4.7% $156.95 +2.4%
Page 5 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%