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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 2 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IEI ISHARES TR 26,577.0 $3.1M 1.33% +257.0 +1.0% $117.45 -1.5%
22 NOC NORTHROP GRUMMAN CORP Industrials 5,659.0 $2.9M 1.23% +568.0 +11.2% $509.28 +1.1%
23 V VISA INC Financial Services 7,828.0 $2.7M 1.15% +1K +18.1% $343.08 +9.3%
24 META META PLATFORMS INC Communication Services 4,758.0 $2.7M 1.15% +60.0 +1.3% $563.32 +9.5%
25 AMD ADVANCED MICRO DEVICES INC Technology 4,407.0 $2.6M 1.09% -85.0 -1.9% $580.91 -17.8%
26 POWL POWELL INDS INC Industrials 8,625.0 $2.5M 1.06% +6K +200.0% $286.36 -36.7%
27 MTUM ISHARES TR 7,182.0 $2.5M 1.05% +856.0 +13.5% $342.83 -11.1%
28 RSP INVESCO EXCHANGE TRADED FD T 11,546.0 $2.5M 1.05% -486.0 -4.0% $212.76 +2.9%
29 EFAV ISHARES TR 26,453.0 $2.3M 0.99% +639.0 +2.5% $87.71 +8.1%
30 GOOG ALPHABET INC 6,181.0 $2.2M 0.93% -110.0 -1.8% $353.33
31 STE STERIS PLC Healthcare 10,142.0 $2.1M 0.91% +2K +19.0% $210.57 +6.7%
32 LLY ELI LILLY & CO Healthcare 1,744.0 $2.1M 0.90% +464.0 +36.2% $1199.53 -4.3%
33 LMT LOCKHEED MARTIN CORP Industrials 4,078.0 $2.1M 0.89% +581.0 +16.6% $509.48 +3.1%
34 TJX TJX COS INC NEW Consumer Cyclical 13,630.0 $2.1M 0.88% +2K +17.9% $151.50 -12.8%
35 TIP ISHARES TR 18,287.0 $2.0M 0.86% $109.43 -2.2%
36 KLAC KLA CORP Technology 6,435.0 $1.9M 0.83% +6K +875.0% $301.71 -38.5%
37 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 6,188.0 $1.9M 0.81% +963.0 +18.4% $306.70 -16.1%
38 PJUL INNOVATOR ETFS TRUST 36,379.0 $1.8M 0.76% -3K -8.6% $48.81 +2.0%
39 CVX CHEVRON CORPORATION Energy 10,652.0 $1.8M 0.76% +1K +12.0% $165.76 +25.8%
40 UNP UNION PAC CORP Industrials 6,463.0 $1.8M 0.75% +1K +26.1% $271.98 +6.5%
Page 2 of 9  ·  163 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%