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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 8 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MTD METTLER TOLEDO INTERNATIONAL Healthcare 208.0 $266K 0.11% $1277.51 +5.3%
142 NEU NEWMARKET CORP Basic Materials 334.0 $264K 0.11% $791.17 +11.9%
143 VBIL VANGUARD INSTL INDEX FD 3,408.0 $258K 0.11% +29.0 +0.9% $75.69 -0.2%
144 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,700.0 $253K 0.11% $148.69 +14.1%
145 IUSB ISHARES TR 5,421.0 $250K 0.11% $46.15 -2.0%
146 IJS ISHARES TR 1,826.0 $250K 0.11% $136.64 +0.7%
147 SMMV ISHARES TR 5,348.0 $246K 0.10% -4K -40.5% $46.04 +2.4%
148 FNDF SCHWAB STRATEGIC TR 4,638.0 $245K 0.10% $52.76 +6.7%
149 TOTALENERGIES SE 3,145.0 $245K 0.10% $77.76
150 SCHG SCHWAB STRATEGIC TR 7,079.0 $240K 0.10% NEW $33.84 +5.0%
151 AGG ISHARES TR 2,271.0 $225K 0.10% $98.98 -2.0%
152 UITB VICTORY PORTFOLIOS II 4,799.0 $225K 0.10% $46.84 -1.8%
153 URI UNITED RENTALS INC Industrials 198.0 $225K 0.10% NEW $1134.92 -11.0%
154 UNH UNITEDHEALTH GROUP INC Healthcare 530.0 $220K 0.09% NEW $415.63 -4.4%
155 SPEM SPDR INDEX SHS FDS 4,229.0 $219K 0.09% NEW $51.78 +3.1%
156 CGNX COGNEX CORP Technology 3,000.0 $217K 0.09% NEW $72.42 -14.0%
157 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 558.0 $216K 0.09% NEW $386.73 +5.4%
158 SMH VANECK ETF TRUST 321.0 $211K 0.09% NEW $655.89 -13.6%
159 DIS DISNEY WALT CO Communication Services 2,153.0 $207K 0.09% -45.0 -2.0% $96.25 +9.4%
160 VTWO VANGUARD SCOTTSDALE FDS 1,700.0 $206K 0.09% NEW $121.42 -1.5%
Page 8 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%