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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 7 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DRI DARDEN RESTAURANTS INC Consumer Cyclical 5,473.0 $1.0M 0.15% NEW $184.02 +16.0%
122 SOFI SOFI TECHNOLOGIES INC Financial Services 37,964.0 $994K 0.15% +2K +4.4% $26.18 -31.6%
123 SCHE SCHWAB STRATEGIC TR 30,252.0 $991K 0.15% +357.0 +1.2% $32.75 +12.6%
124 HOOD Robinhood Markets, Inc. Class A Common Stock Financial Services 8,749.0 $990K 0.15% -372.0 -4.1% $113.10 -4.4%
125 MA MASTERCARD INCORPORATED Financial Services 1,730.0 $988K 0.15% -64.0 -3.6% $570.88 -14.2%
126 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 6,813.0 $980K 0.14% -600.0 -8.1% $143.89 +88.9%
127 AON AON PLC Financial Services 2,765.0 $976K 0.14% $352.88 -10.0%
128 SCHM SCHWAB STRATEGIC TR 32,369.0 $973K 0.14% +7K +26.2% $30.07 +20.0%
129 EXLS EXLSERVICE HOLDINGS INC Technology 22,901.0 $972K 0.14% NEW $42.44 -38.9%
130 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,104.0 $954K 0.14% +27.0 +1.3% $453.36 -0.4%
131 VNLA JANUS DETROIT STR TR 19,291.0 $948K 0.14% +8K +75.6% $49.14 -0.3%
132 IWS ISHARES TR 6,713.0 $947K 0.14% -133.0 -1.9% $141.05 +15.5%
133 IWP ISHARES TR 6,897.0 $945K 0.14% -76.0 -1.1% $136.94 +3.7%
134 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 10,203.0 $919K 0.14% NEW $90.03 -5.3%
135 IUSB ISHARES TR 19,555.0 $910K 0.13% +2K +13.7% $46.54 -0.9%
136 AFRM AFFIRM HLDGS INC Technology 12,210.0 $909K 0.13% +5K +65.8% $74.43 -0.7%
137 MAIN MAIN STR CAP CORP Financial Services 15,030.0 $908K 0.13% $60.39 -15.6%
138 VALE VALE S A Basic Materials 69,513.0 $906K 0.13% NEW $13.03 +18.3%
139 WFRD WEATHERFORD INTL PLC Energy 11,485.0 $899K 0.13% NEW $78.26 +17.1%
140 XLG INVESCO EXCHANGE TRADED FD T 15,141.0 $898K 0.13% $59.28 +4.2%
Page 7 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%