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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 7 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IWS ISHARES TR 7,945.0 $1.3M 0.15% +1K +18.4% $164.60 +0.0%
122 CFG CITIZENS FINL GROUP INC Financial Services 18,582.0 $1.3M 0.15% +6K +52.3% $70.07 -3.9%
123 APP APPLOVIN CORP Technology 2,517.0 $1.3M 0.15% +2K +422.2% $515.23 -35.9%
124 SUB ISHARES TR 12,162.0 $1.3M 0.15% NEW $106.47 -1.1%
125 BXSL BLACKSTONE SECD LENDING FD Financial Services 54,344.0 $1.3M 0.14% NEW $23.71 +5.3%
126 BINC iShares Flexible Income Active ETF 24,487.0 $1.3M 0.14% +15K +155.5% $52.34 -1.9%
127 JEPI J P MORGAN EXCHANGE TRADED F 22,573.0 $1.3M 0.14% +17K +293.4% $56.48 +0.3%
128 CIEN CIENA CORP Technology 2,596.0 $1.3M 0.14% NEW $490.56 -25.4%
129 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 5,068.0 $1.3M 0.14% NEW $249.98 -16.0%
130 LRCX LAM RESEARCH CORP Technology 2,874.0 $1.2M 0.14% NEW $433.33 -30.2%
131 ENTG ENTEGRIS INC Technology 6,907.0 $1.2M 0.14% NEW $179.86 -20.4%
132 ALL ALLSTATE CORP Financial Services 5,199.0 $1.2M 0.14% NEW $237.97 +2.1%
133 EFA ISHARES TR 11,908.0 $1.2M 0.14% +154.0 +1.3% $103.88 +2.2%
134 GDX VANECK ETF TRUST 16,113.0 $1.2M 0.14% NEW $75.45 +25.2%
135 OSCR OSCAR HEALTH INC Healthcare 42,487.0 $1.2M 0.14% NEW $28.52 +9.7%
136 SSD SIMPSON MFG INC Industrials 5,733.0 $1.2M 0.14% NEW $209.35 -17.0%
137 JPIE J P MORGAN EXCHANGE TRADED F 26,029.0 $1.2M 0.14% +17K +188.9% $46.05 -1.7%
138 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,368.0 $1.2M 0.13% +264.0 +12.6% $496.73 +2.8%
139 SCHM SCHWAB STRATEGIC TR 31,896.0 $1.2M 0.13% -473.0 -1.5% $36.87 -5.1%
140 CDNS CADENCE DESIGN SYSTEM INC Technology 3,129.0 $1.2M 0.13% NEW $375.32 -21.4%
Page 7 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%