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Portfolio (Quarterly) Guide ↗

Fortune Financial Advisors, LLC

· CIK 0001961828
13F Portfolio $234M AUM 163 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 60 Added 18 Reduced 3 Exited
Page 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTES VANGUARD WELLINGTON FD 8,239.0 $835K 0.36% +661.0 +8.7% $101.32 -1.0%
42 TDY TELEDYNE TECHNOLOGIES INC Technology 1,165.0 $777K 0.33% +766.0 +192.0% $666.90 -8.4%
43 PEP PEPSICO INC Consumer Defensive 5,199.0 $704K 0.30% +153.0 +3.0% $135.40 +1.6%
44 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3,650.0 $651K 0.28% +4K +2400.0% $178.24 +8.4%
45 ISRG INTUITIVE SURGICAL INC Healthcare 1,586.0 $631K 0.27% +631.0 +66.1% $397.68 -7.8%
46 AWK AMERICAN WTR WKS CO INC NEW Utilities 4,762.0 $627K 0.27% +2K +106.4% $131.57 +6.9%
47 IMTM ISHARES TR 10,693.0 $570K 0.24% +2K +21.5% $53.33 +1.7%
48 CARR CARRIER GLOBAL CORPORATION Industrials 7,503.0 $550K 0.23% +195.0 +2.7% $73.35 -18.6%
49 IEFA ISHARES TR 5,664.0 $547K 0.23% +129.0 +2.3% $96.58 +4.7%
50 LIN LINDE PLC Basic Materials 1,008.0 $523K 0.22% +558.0 +124.0% $519.01 -8.0%
51 ADBE ADOBE INC Technology 2,390.0 $490K 0.21% +14.0 +0.6% $205.02 +30.0%
52 GE GE AEROSPACE Industrials 1,217.0 $455K 0.20% +309.0 +34.0% $373.75 -9.8%
53 MLM MARTIN MARIETTA MATLS INC Basic Materials 729.0 $421K 0.18% +354.0 +94.4% $576.88 -10.8%
54 JPIE J P MORGAN EXCHANGE TRADED F 7,616.0 $351K 0.15% +1K +21.2% $46.05 -0.9%
55 SPYM SPDR SERIES TRUST 3,877.0 $341K 0.15% +197.0 +5.3% $87.88 +3.2%
56 OTIS OTIS WORLDWIDE CORP Industrials 4,672.0 $335K 0.14% +392.0 +9.2% $71.61 -0.6%
57 VUG VANGUARD INDEX FDS 3,832.0 $330K 0.14% +3K +522.1% $86.14 +2.7%
58 VIGI VANGUARD WHITEHALL FDS 2,990.0 $279K 0.12% +116.0 +4.0% $93.38 +6.5%
59 VBIL VANGUARD INSTL INDEX FD 3,408.0 $258K 0.11% +29.0 +0.9% $75.69 -0.2%
60 BB BLACKBERRY LTD Technology 11,400.0 $144K 0.06% +1K +14.0% $12.65 -39.1%
Page 3 of 3  ·  60 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 39.7%
Industrials 12.2%
Financial Services 10.8%
Consumer Cyclical 10.2%
Healthcare 6.7%
Consumer Defensive 6.7%
Communication Services 6.2%
Energy 3.2%
Basic Materials 2.9%
Utilities 1.0%