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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CR CRANE COMPANY Industrials 2,968.0 $662K 0.28% NEW $223.08 -8.2%
2 HEI HEICO CORP NEW Industrials 1,789.0 $637K 0.27% NEW $356.22 -8.6%
3 INTC INTEL CORP Technology 3,909.0 $546K 0.23% NEW $139.63 -31.4%
4 RBIL RBB FD INC 10,245.0 $511K 0.22% NEW $49.89 +0.4%
5 TYL TYLER TECHNOLOGIES INC Technology 1,478.0 $432K 0.18% NEW $292.46 +24.5%
6 HONEYWELL INTL INC 1,544.0 $346K 0.15% NEW $223.90
7 HONEYWELL AEROSPACE INC 1,544.0 $341K 0.15% NEW $221.08
8 AVDV AMERICAN CENTY ETF TR 2,924.0 $301K 0.13% NEW $103.06 +10.4%
9 TDG TRANSDIGM GROUP INC Industrials 201.0 $268K 0.12% NEW $1332.04 -12.8%
10 SCHG SCHWAB STRATEGIC TR 7,079.0 $240K 0.10% NEW $33.84 +5.0%
11 URI UNITED RENTALS INC Industrials 198.0 $225K 0.10% NEW $1134.92 -11.0%
12 UNH UNITEDHEALTH GROUP INC Healthcare 530.0 $220K 0.09% NEW $415.63 -4.4%
13 SPEM SPDR INDEX SHS FDS 4,229.0 $219K 0.09% NEW $51.78 +3.1%
14 CGNX COGNEX CORP Technology 3,000.0 $217K 0.09% NEW $72.42 -14.0%
15 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 558.0 $216K 0.09% NEW $386.73 +5.4%
16 SMH VANECK ETF TRUST 321.0 $211K 0.09% NEW $655.89 -13.6%
17 VTWO VANGUARD SCOTTSDALE FDS 1,700.0 $206K 0.09% NEW $121.42 -1.5%
18 YUM YUM BRANDS INC Consumer Cyclical 1,265.0 $202K 0.09% NEW $159.84 -5.7%

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%