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Portfolio (Quarterly) Guide ↗

Fortune Financial Advisors, LLC

· CIK 0001961828
13F Portfolio $196M AUM 148 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 53 New 58 Added 24 Reduced 4 Exited
Page 5 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ABBV ABBVIE INC Healthcare 2,609.0 $567K 0.29% NEW $217.47 -1.1%
82 TOL TOLL BROTHERS INC Consumer Cyclical 4,000.0 $546K 0.28% NEW $136.47 +3.4%
83 QQQ INVESCO QQQ TR Financial Services 910.0 $525K 0.27% -94.0 -9.4% $577.07 +26.0%
84 FDX FEDEX CORP Industrials 1,450.0 $516K 0.26% NEW $356.18 +15.3%
85 TKR TIMKEN CO Industrials 5,050.0 $508K 0.26% NEW $100.57 +26.6%
86 BALT INNOVATOR ETFS TRUST 15,155.0 $507K 0.26% NEW $33.46 +2.0%
87 IEFA ISHARES TR 5,535.0 $501K 0.26% +3K +137.2% $90.53 +8.4%
88 CMI CUMMINS INC Industrials 897.0 $482K 0.25% $537.77 +23.7%
89 PSX PHILLIPS 66 Energy 2,520.0 $459K 0.23% +500.0 +24.8% $182.18 -4.3%
90 FSLR FIRST SOLAR INC Energy 2,325.0 $459K 0.23% NEW $197.26 +36.6%
91 QUAL ISHARES TR 2,342.0 $449K 0.23% $191.85 +12.2%
92 FITB FIFTH THIRD BANCORP Financial Services 9,600.0 $446K 0.23% NEW $46.46 +7.7%
93 IVV ISHARES TR 682.0 $445K 0.23% $653.02 +15.3%
94 ISRG INTUITIVE SURGICAL INC Healthcare 955.0 $440K 0.22% +17.0 +1.8% $460.99 -7.6%
95 NRG NRG ENERGY INC Utilities 2,950.0 $431K 0.22% NEW $146.14 -6.4%
96 IMTM ISHARES TR 8,802.0 $423K 0.21% +4K +97.4% $48.02 +10.2%
97 GM GENERAL MTRS CO Consumer Cyclical 5,600.0 $417K 0.21% NEW $74.50 +12.7%
98 CARR CARRIER GLOBAL CORPORATION Industrials 7,308.0 $412K 0.21% $56.31 +16.8%
99 SBAC SBA COMMUNICATIONS CORP Real Estate 2,391.0 $412K 0.21% +81.0 +3.5% $172.11 +17.3%
100 PG PROCTER & GAMBLE CO Consumer Defensive 2,815.0 $407K 0.21% -485.0 -14.7% $144.43 +2.2%
Page 5 of 8  ·  148 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 37.2%
Industrials 12.5%
Financial Services 11.1%
Consumer Cyclical 10.7%
Communication Services 7.6%
Consumer Defensive 6.4%
Healthcare 6.3%
Energy 4.0%
Basic Materials 3.0%
Utilities 1.0%