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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 6 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VONG Vanguard Russell 1000 Growth ETF 12,325.0 $1.6M 0.18% -609.0 -4.7% $127.81 +1.8%
102 HUM HUMANA INC Healthcare 3,940.0 $1.6M 0.18% NEW $397.22 -4.7%
103 CSCO CISCO SYS INC Technology 13,314.0 $1.6M 0.18% -8K -36.8% $117.47 -5.1%
104 SEZL SEZZLE INC Financial Services 9,092.0 $1.6M 0.17% NEW $171.63 -32.1%
105 WMT WALMART INC Consumer Defensive 13,653.0 $1.5M 0.17% +9K +168.4% $113.27 -5.1%
106 VTWO VANGUARD SCOTTSDALE FDS 12,600.0 $1.5M 0.17% +411.0 +3.4% $121.43 -4.7%
107 ARM ARM HOLDINGS PLC Technology 4,233.0 $1.5M 0.17% +2K +73.5% $354.57 -8.9%
108 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.17% $748850.00
109 VTV Vanguard Value ETF 6,557.0 $1.4M 0.16% -876.0 -11.8% $217.96 +1.8%
110 ASTS AST SPACEMOBILE INC Technology 15,985.0 $1.4M 0.16% NEW $88.86 -30.4%
111 VIKING HOLDINGS LTD 13,420.0 $1.4M 0.16% NEW $104.67
112 APOS APOLLO GLOBAL MGMT INC 11,872.0 $1.4M 0.16% NEW $118.31
113 FCX FREEPORT MCMORAN INC Basic Materials 22,207.0 $1.4M 0.16% NEW $62.89 +14.7%
114 TXT TEXTRON INC Industrials 15,041.0 $1.4M 0.15% NEW $91.74 -13.4%
115 VUG VANGUARD INDEX FDS 15,962.0 $1.4M 0.15% +13K +491.6% $86.14 +5.7%
116 PGHY INVESCO EXCH TRADED FD TR II 68,897.0 $1.4M 0.15% NEW $19.70 -1.1%
117 MRVL MARVELL TECHNOLOGY INC Technology 4,552.0 $1.4M 0.15% -9K -65.4% $297.89 -13.6%
118 CFR CULLEN FROST BANKERS INC Financial Services 8,667.0 $1.3M 0.15% NEW $154.52 +2.7%
119 TSM Taiwan Semiconductor Manufacturing Company Ltd. Technology 2,794.0 $1.3M 0.15% +2K +168.7% $477.72 -6.8%
120 BA BOEING CO Industrials 6,057.0 $1.3M 0.15% NEW $216.47 -7.1%
Page 6 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%