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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 9 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ORCL ORACLE CORP Technology 6,914.0 $1.0M 0.11% +6K +535.5% $146.55 +1.4%
162 NOC NORTHROP GRUMMAN CORP Industrials 1,983.0 $1.0M 0.11% -157.0 -7.3% $509.31 +3.4%
163 TCAF T ROWE PRICE EXCHANGE-TRADED 24,376.0 $1.0M 0.11% NEW $41.10 +4.5%
164 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 27,467.0 $994K 0.11% +11K +64.1% $36.20 -36.4%
165 INTC INTEL CORP Technology 7,092.0 $990K 0.11% NEW $139.65 -12.8%
166 NXT NEXTPOWER INC Technology 8,244.0 $982K 0.11% -1K -14.7% $119.14 -30.2%
167 LII LENNOX INTL INC Industrials 1,671.0 $957K 0.11% NEW $572.95 -36.5%
168 CVX CHEVRON CORPORATION Energy 5,746.0 $953K 0.11% +4K +158.8% $165.79 +22.9%
169 SE SEA LTD Consumer Cyclical 9,892.0 $948K 0.11% NEW $95.83 +7.1%
170 IWP ISHARES TR 6,465.0 $947K 0.11% -432.0 -6.3% $146.41 -4.8%
171 DOCN DIGITALOCEAN HLDGS INC Technology 5,949.0 $934K 0.10% -15K -71.9% $157.03 -6.9%
172 PFF iShares Preferred and Income Securities ETF 30,553.0 $932K 0.10% +23K +284.4% $30.49 -0.9%
173 AVNV AMERICAN CENTY ETF TR 11,268.0 $930K 0.10% NEW $82.54 +4.9%
174 MDB MONGODB INC Technology 2,710.0 $910K 0.10% +228.0 +9.2% $335.90 +21.3%
175 DFUS DIMENSIONAL ETF TRUST 11,074.0 $907K 0.10% $81.94 +3.1%
176 AVDV AMERICAN CENTY ETF TR 8,798.0 $907K 0.10% NEW $103.05 +8.3%
177 RBLX Roblox Corporation Class A Common Stock Technology 16,634.0 $905K 0.10% NEW $54.38 -5.8%
178 AEM AGNICO EAGLE MINES LTD Basic Materials 5,650.0 $876K 0.10% NEW $155.13 +27.3%
179 DKNG DRAFTKINGS INC NEW Consumer Cyclical 34,448.0 $870K 0.10% NEW $25.26 -13.0%
180 GD GENERAL DYNAMICS CORP Industrials 2,439.0 $864K 0.10% +2K +264.6% $354.34 -0.1%
Page 9 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%