Fortis Capital Advisors, LLC

CIK: 0001959790Latest portfolio: $677.4M · Q4 2025

Holdings

311

Total Value

$677.4M

New Positions

309

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
NVDANVIDIA CORPORATION
217,708$40.6M5.99%NEW
2
SCHXSCHWAB STRATEGIC TR
1,408,447$37.9M5.59%NEW
3
NDQINVESCO QQQ TR
60,972$37.5M5.53%NEW
4
FNDXSCHWAB STRATEGIC TR
1,345,095$36.6M5.40%NEW
5
SCHGSCHWAB STRATEGIC TR
1,033,152$33.7M4.97%NEW
6
SPYSPDR S&P 500
48,411$33.0M4.87%NEW
7
SCHFSCHWAB STRATEGIC TR
820,523$19.7M2.91%NEW
8
AAPLAPPLE INC
70,425$19.1M2.83%NEW
9
MSFTMICROSOFT CORP
30,905$14.9M2.21%NEW
10
BILSPDR SERIES TRUST
162,248$14.8M2.19%NEW
11
IVVISHARES TR
20,528$14.1M2.08%NEW
12
IJRISHARES TR
110,311$13.3M1.96%NEW
13
VOVANGUARD INDEX FDS
44,546$12.9M1.91%NEW
14
AMZNAMAZON COM INC
51,959$12.0M1.77%NEW
15
PLTRPALANTIR TECHNOLOGIES INC
51,336$9.1M1.35%NEW
16
EFGiShares MSCI EAFE Growth ETF
78,975$9.0M1.33%NEW
17
VTIVANGUARD INDEX FDS
26,833$9.0M1.33%NEW
18
EMXCISHARES INC
114,948$8.4M1.23%NEW
19
METAMETA PLATFORMS INC
11,670$7.7M1.14%NEW
20
GOOGALPHABET INC
24,398$7.7M1.13%NEW
21
TSLATESLA INC
16,052$7.2M1.07%NEW
22
AQLTISHARES TR
66,395$5.9M0.88%NEW
23
SPYVSPDR SERIES TRUST
98,389$5.6M0.83%NEW
24
VOOVANGUARD INDEX FDS
8,664$5.4M0.80%NEW
25
NFLXNETFLIX INC
51,746$4.9M0.72%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($4.060219145149469e+127T)
Healthcare0.0% ($3.229155314301345e+60T)
Unknown0.0% ($3.7455593945252526e+44T)
Communication Services0.0% ($7.703765648512867e+36T)
Consumer Cyclical0.0% ($1.199372182066112e+36T)
Industrials0.0% ($1220106985241328640.0T)
Basic Materials0.0% ($157814101203103.9T)
Consumer Defensive0.0% ($29311225918566.4T)
Energy0.0% ($179312181078.9T)
Utilities0.0% ($1.3T)
Real Estate0.0% ($249.2M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 27, 2026$677.4M311
Q3 2025Oct 31, 2025$631.1B0
Q2 2025Jul 21, 2025$559.1B240
Q1 2025May 20, 2025$492.5B249
Q4 2024Feb 13, 2025$292.7B172

Fund Information

CIK0001959790
Most Recent FilingJan 27, 2026
Number of Filings5

Fortis Capital Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $677.4M across 311 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 6.0% of the portfolio. Compared to the previous quarter, the fund opened 311 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.