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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 1 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 217,708.0 $40.6M 5.99% -2K -1.0% $186.50 +13.0%
2 SCHX SCHWAB STRATEGIC TR 1,408,447.0 $37.9M 5.59% +38K +2.7% $26.91 +9.6%
3 QQQ INVESCO QQQ TR Financial Services 60,972.0 $37.5M 5.53% +689.0 +1.1% $614.31 +20.6%
4 FNDX SCHWAB STRATEGIC TR 1,345,095.0 $36.6M 5.40% +41K +3.1% $27.21 +14.1%
5 SCHG SCHWAB STRATEGIC TR 1,033,152.0 $33.7M 4.97% +17K +1.6% $32.62 +3.9%
6 SPY SPDR S&P 500 Financial Services 48,411.0 $33.0M 4.87% $681.93 +9.5%
7 SCHF SCHWAB STRATEGIC TR 820,523.0 $19.7M 2.91% +25K +3.2% $24.04 +17.4%
8 AAPL APPLE INC Technology 70,425.0 $19.1M 2.83% -609.0 -0.9% $271.86 +9.6%
9 MSFT MICROSOFT CORP Technology 30,905.0 $14.9M 2.21% $483.62 -21.6%
10 BIL SPDR SERIES TRUST 162,248.0 $14.8M 2.19% +29K +22.0% $91.38 +0.2%
11 IVV ISHARES TR 20,528.0 $14.1M 2.08% +2K +9.7% $684.96 +9.5%
12 IJR ISHARES TR 110,311.0 $13.3M 1.96% +5K +4.3% $120.18 +19.2%
13 VO VANGUARD INDEX FDS 44,546.0 $12.9M 1.91% +3K +6.3% $290.23 -72.4%
14 AMZN AMAZON COM INC Consumer Cyclical 51,959.0 $12.0M 1.77% +1K +2.1% $230.82 +5.9%
15 PLTR PALANTIR TECHNOLOGIES INC Technology 51,336.0 $9.1M 1.35% -3K -5.8% $177.75 -27.7%
16 EFG iShares MSCI EAFE Growth ETF 78,975.0 $9.0M 1.33% +4K +5.6% $113.92 +9.8%
17 VTI VANGUARD INDEX FDS 26,833.0 $9.0M 1.33% $335.27 +10.4%
18 EMXC ISHARES INC 114,948.0 $8.4M 1.23% +5K +4.8% $72.68 +45.5%
19 META META PLATFORMS INC Communication Services 11,670.0 $7.7M 1.14% -309.0 -2.6% $660.11 -12.6%
20 GOOG ALPHABET INC Communication Services 24,398.0 $7.7M 1.13% +403.0 +1.7% $313.81 +17.1%
Page 1 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%