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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 9 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PALL ABRDN PALLADIUM ETF TRUST Financial Services 5,353.0 $778K 0.12% -15K -73.2% $145.38 -84.0%
162 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 16,738.0 $775K 0.11% +3K +22.3% $46.30 -27.6%
163 LUMN LUMEN TECHNOLOGIES INC Communication Services 98,966.0 $769K 0.11% NEW $7.77 +5.5%
164 VOOG VANGUARD ADMIRAL FDS INC 1,673.0 $744K 0.11% -205.0 -10.9% $444.82 -81.3%
165 HD HOME DEPOT INC Consumer Cyclical 2,141.0 $737K 0.11% -263.0 -10.9% $344.25 -2.9%
166 MGK VANGUARD WORLD FD 1,756.0 $725K 0.11% $412.77 -78.5%
167 XSMO INVESCO EXCHANGE TRADED FD T 9,987.0 $719K 0.11% NEW $72.01 +25.0%
168 MU MICRON TECHNOLOGY INC Technology 2,515.0 $718K 0.11% +1K +76.5% $285.43 +297.3%
169 CFG CITIZENS FINL GROUP INC Financial Services 12,199.0 $713K 0.10% +3K +34.7% $58.41 +14.8%
170 GPIX GOLDMAN SACHS ETF TR 13,480.0 $712K 0.10% NEW $52.80 +5.1%
171 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 29,588.0 $700K 0.10% -34K -53.6% $23.65 -11.2%
172 LVS LAS VEGAS SANDS CORP Consumer Cyclical 10,702.0 $697K 0.10% NEW $65.09 -25.1%
173 MBB ISHARES TR 7,274.0 $693K 0.10% +127.0 +1.8% $95.23 -0.8%
174 DFUV DIMENSIONAL ETF TRUST 14,594.0 $680K 0.10% $46.59 +17.2%
175 IWD iShares Russell 1000 Value ETF 3,198.0 $673K 0.10% +999.0 +45.4% $210.34 +15.1%
176 HYG iShares iBoxx $ High Yield Corporate Bond ETF 8,231.0 $664K 0.10% +238.0 +3.0% $80.63 -0.8%
177 VOOV VANGUARD ADMIRAL FDS INC 3,216.0 $659K 0.10% +17.0 +0.5% $204.88 +7.1%
178 XLF SELECT SECTOR SPDR TR 11,929.0 $653K 0.10% +577.0 +5.1% $54.77 -2.2%
179 LGOV FIRST TR EXCHANGE-TRADED FD 29,883.0 $652K 0.10% -8K -22.1% $21.83 -1.7%
180 PPA INVESCO EXCHANGE TRADED FD T 4,079.0 $639K 0.09% +2K +60.6% $156.64 +11.9%
Page 9 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%