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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 5 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TOL TOLL BROTHERS INC Consumer Cyclical 4,000.0 $659K 0.28% $164.75 -13.9%
82 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3,650.0 $651K 0.28% +4K +2400.0% $178.24 +8.4%
83 ABBV ABBVIE INC Healthcare 2,542.0 $640K 0.27% -67.0 -2.6% $251.59 +1.9%
84 CMI CUMMINS INC Industrials 897.0 $639K 0.27% $712.88 -21.3%
85 HEI HEICO CORP NEW Industrials 1,789.0 $637K 0.27% NEW $356.22 -8.6%
86 ISRG INTUITIVE SURGICAL INC Healthcare 1,586.0 $631K 0.27% +631.0 +66.1% $397.68 -7.8%
87 AWK AMERICAN WTR WKS CO INC NEW Utilities 4,762.0 $627K 0.27% +2K +106.4% $131.57 +6.9%
88 ANGL VANECK ETF TRUST 21,266.0 $622K 0.27% $29.24 -1.5%
89 NOK NOKIA CORP Technology 45,000.0 $598K 0.26% $13.28 -24.4%
90 BEPC BROOKFIELD RENEWABLE CORP Utilities 15,780.0 $586K 0.25% $37.12 -14.5%
91 IMTM ISHARES TR 10,693.0 $570K 0.24% +2K +21.5% $53.33 +1.7%
92 CARR CARRIER GLOBAL CORPORATION Industrials 7,503.0 $550K 0.23% +195.0 +2.7% $73.35 -18.6%
93 FSLR FIRST SOLAR INC Energy 2,325.0 $549K 0.23% $235.96 -13.4%
94 ASML ASML HLDG NV Technology 275.0 $547K 0.23% -8.0 -2.8% $1989.44 -13.8%
95 IEFA ISHARES TR 5,664.0 $547K 0.23% +129.0 +2.3% $96.58 +4.7%
96 INTC INTEL CORP Technology 3,909.0 $546K 0.23% NEW $139.63 -31.4%
97 FITB FIFTH THIRD BANCORP Financial Services 9,600.0 $541K 0.23% $56.37 -2.7%
98 LIN LINDE PLC Basic Materials 1,008.0 $523K 0.22% +558.0 +124.0% $519.01 -8.0%
99 QUAL ISHARES TR 2,343.0 $514K 0.22% $219.46 +1.4%
100 RBIL RBB FD INC 10,245.0 $511K 0.22% NEW $49.89 +0.4%
Page 5 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%