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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 8 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TEX TEREX CORP NEW Industrials 16,058.0 $1.2M 0.13% NEW $72.39 -18.6%
142 DLR DIGITAL RLTY TR INC Real Estate 6,357.0 $1.1M 0.13% NEW $179.58 +3.8%
143 SNDK SANDISK CORP Technology 501.0 $1.1M 0.13% NEW $2273.73 -22.3%
144 JNJ JOHNSON & JOHNSON Healthcare 4,470.0 $1.1M 0.13% +2K +101.8% $253.98 +6.1%
145 SCHE SCHWAB STRATEGIC TR 31,249.0 $1.1M 0.13% +997.0 +3.3% $36.26 +3.5%
146 LIN LINDE PLC Basic Materials 2,175.0 $1.1M 0.13% NEW $518.94 -11.8%
147 AVXC AMERICAN CENTY ETF TR 13,015.0 $1.1M 0.12% NEW $85.65 -1.5%
148 SOFI SOFI TECHNOLOGIES INC Financial Services 61,051.0 $1.1M 0.12% +23K +60.8% $17.93 -5.4%
149 CRWV COREWEAVE INC Technology 10,919.0 $1.1M 0.12% NEW $99.54 -14.2%
150 DAVE INC 2,885.0 $1.1M 0.12% NEW $372.59
151 MA MASTERCARD INCORPORATED Financial Services 2,089.0 $1.1M 0.12% +359.0 +20.8% $513.61 +10.5%
152 FRT FEDERAL RLTY INVT TR NEW Real Estate 8,639.0 $1.1M 0.12% NEW $123.44 -10.4%
153 PGR PROGRESSIVE CORP Financial Services 4,875.0 $1.1M 0.12% NEW $218.45 -2.8%
154 RDDT REDDIT INC Communication Services 6,129.0 $1.1M 0.12% -728.0 -10.6% $173.58 -8.6%
155 VWO VANGUARD INTL EQUITY INDEX F 17,632.0 $1.1M 0.12% +2K +11.8% $59.69 +2.4%
156 TGT TARGET CORP Consumer Defensive 7,983.0 $1.0M 0.12% NEW $130.61 +20.7%
157 SPAB SPDR SERIES TRUST 40,441.0 $1.0M 0.12% NEW $25.52 -2.8%
158 SKYWARD SPECIALTY INS GROUP 17,587.0 $1.0M 0.12% NEW $58.35
159 DECK DECKERS OUTDOOR CORP Consumer Cyclical 10,282.0 $1.0M 0.12% NEW $99.29 -19.2%
160 BLK BLACKROCK INC Financial Services 1,056.0 $1.0M 0.11% -91.0 -7.9% $961.56 +13.4%
Page 8 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%