Arkolith/Funds/Fortis Capital Advisors, LLC

Fortis Capital Advisors, LLC

CIK 1959790
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

Fortis Capital Advisors, LLC holds a diversified book of 408 stocks worth $889.4M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Performance Food Group Co and trimmed Schwab US Large-Cap ETF. Their largest long position is Nvidia Corp at 6% of the equity book.

Opened
261
bought for the first time
Added to
161
already held, bought more
Trimmed
123
sold some, still holds it
Sold out
61
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
38%
Top 20 holdings
51%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

43% mapped to company sectors

ETF / fund or unclassified
57%
Information Technology
21%
Financials
6%
Consumer Discretionary
4%
Health Care
4%
Industrials
3%
Materials
2%
Communication Services
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Fortis Capital Advisors, LLC

Manager / fundShared namesTheir $ in those
FMR LLC80 / 80$827.5B
MORGAN STANLEY80 / 80$622.5B
JPMORGAN CHASE & CO80 / 80$534.9B
BANK OF AMERICA CORP /DE/80 / 80$447.3B
WELLS FARGO & COMPANY/MN80 / 80$187.8B
ROYAL BANK OF CANADA80 / 80$170.0B
UBS Group AG80 / 80$169.8B
RAYMOND JAMES FINANCIAL INC80 / 80$121.0B

Ranked by how many of Fortis Capital Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

408 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation Com
COM
$51.7M258.4K
5.8%
+6.0%
Added · +15K sh
2Invesco QQQ Trust
ETF
$47.6M64.6K
5.4%
+4.5%
Added · +3K sh
3Schwab Strategic TR
ETF
$36.6M1.24M
4.1%
−2.6%
Reduced · −34K sh
4SPDR S&P 500 ETF
ETF
$36.4M48.7K
4.1%
−0.3%
Reduced · −167 sh
5Schwab Strategic TR
COM
$35.7M1.15M
4.0%
+0.3%
Added · +4K sh
6Schwab U.S. Large-Cap Growth ETF
ETF
$35.0M1.04M
3.9%
−0.7%
Reduced · −7K sh
7Apple Inc Com
COM
$26.7M92.2K
3.0%
+6.0%
Added · +5K sh
8Schwab Strategic TR
ETF
$24.2M872.0K
2.7%
+1.8%
Added · +16K sh
9Ishares TR
ETF
$22.2M149.6K
2.5%
+6.0%
Added · +9K sh
10Ishares TR
ETF
$18.8M25.2K
2.1%
−6.5%
Reduced · −2K sh
11Microsoft Corp Com
COM
$17.4M46.6K
2.0%
+13%
Added · +6K sh
12Amazon Com Inc
COM
$16.7M70.1K
1.9%
+5.0%
Added · +3K sh
13Vanguard Index FDS
ETF
$15.6M193.6K
1.8%
+313%
Added · +147K sh
14Ishares Inc
ETF
$13.8M135.3K
1.6%
−14%
Reduced · −23K sh
15Ishares TR
ETF
$11.4M92.0K
1.3%
+3.6%
Added · +3K sh
16Vanguard Total Stock Market ETF
ETF
$9.7M26.3K
1.1%
−5.8%
Reduced · −2K sh
17Alphabet Inc
COM
$9.3M26.4K
1.0%
+0.6%
Added · +147 sh
18Ishares TR
ETF
$8.8M82.2K
1.0%
+27%
Added · +18K sh
19iShares Core U.S. Aggregate Bond ETF
ETF
$8.1M81.8K
0.9%
+3.6%
Added · +3K sh
20Meta Platforms Inc Cl A
COM
$7.2M12.8K
0.8%
−1.2%
Reduced · −156 sh
21Vanguard S&P 500 ETF
ETF
$6.9M10.1K
0.8%
+3.7%
Added · +363 sh
22Tesla Inc Com
COM
$6.7M15.9K
0.8%
+7.7%
Added · +1K sh
23Vanguard Index FDS
ETF
$6.5M21.3K
0.7%
−3.3%
Reduced · −727 sh
24Ishares TR
ETF
$6.3M82.1K
0.7%
−3.0%
Reduced · −3K sh
25State Street SPDR Bloomberg 1-3 Month T-Bill ETF
ETF
$6.2M67.5K
0.7%
−68%
Reduced · −144K sh
26Ishares TR
ETF
$6.0M61.6K
0.7%
−8.8%
Reduced · −6K sh
27Palantir Technologies Inc
COM
$5.9M50.9K
0.7%
−0.1%
Reduced · −81 sh
28SPDR Series Trust
ETF
$5.9M96.5K
0.7%
+10%
Added · +9K sh
29Ssga Active ETF TR
ETF
$5.6M161.3K
0.6%
+4.5%
Added · +7K sh
30Astera Labs Inc
COM
$5.4M11.1K
0.6%
+1.2%
Added · +133 sh
31Pimco ETF TR
ETF
$5.2M98.2K
0.6%
+31%
Added · +23K sh
32Select Sector SPDR TR
ETF
$4.9M25.6K
0.5%
−4.0%
Reduced · −1K sh
33Abrdn Precious Metals Basket
ETF
$4.8M26.2K
0.5%
+14%
Added · +3K sh
34Alphabet Inc
COM
$4.7M13.0K
0.5%
+43%
Added · +4K sh
35Eli Lilly & Co
COM
$4.4M3.7K
0.5%
+15%
Added · +477 sh
36SPDR Gold TR Gold SHS
ETF
$4.4M12.0K
0.5%
+0.1%
Added · +8 sh
37Arista Networks Inc
COM
$4.4M25.7K
0.5%
+21%
Added · +4K sh
38Abbvie Inc
COM
$4.1M16.1K
0.5%
+1.6%
Added · +262 sh
39Procter & Gamble Co
COM
$3.8M26.1K
0.4%
+3.4%
Added · +848 sh
40Costco Wholesale Corporation
COM
$3.8M4.1K
0.4%
+1.5%
Added · +60 sh
41Netflix Inc.
COM
$3.7M52.5K
0.4%
−20%
Reduced · −13K sh
42Invesco Exch Traded FD TR II
COM
$3.7M23.0K
0.4%
+176%
Added · +15K sh
43Invesco Exchange Traded FD T
ETF
$3.7M21.7K
0.4%
+136%
Added · +13K sh
44Invesco Exchange Traded FD T
ETF
$3.6M16.8K
0.4%
−0.4%
Reduced · −73 sh
45Credo Technology Group Holdi
COM
$3.5M13.0K
0.4%
−30%
Reduced · −6K sh
46Ishares TR
COM
$3.3M11.5K
0.4%
−20%
Reduced · −3K sh
47Invesco Exchange Traded FD T
ETF
$3.3M35.4K
0.4%
+255%
Added · +25K sh
48Cloudflare Inc
COM
$3.3M13.5K
0.4%
+14%
Added · +2K sh
49JPMorgan Chase & Co
COM
$3.3M10.0K
0.4%
+17%
Added · +1K sh
50Exxon Mobil Corp
COM
$3.1M23.0K
0.4%
+4.6%
Added · +1K sh
Showing 50 of 408 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 2026408$889.4M13F-HR
Q1 2026Mar 31, 2026Apr 28, 2026371$763.4M13F-HR
Q4 2025Dec 31, 2025Jan 27, 2026311$677.4M13F-HR
Q3 2025Sep 30, 2025Oct 31, 2025283$631.1M13F-HR
Q2 2025Jun 30, 2025Jul 21, 2025240$559.1M13F-HR
Q1 2025Mar 31, 2025May 20, 2025249$492.5M13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025172$292.7M13F-HR
Q3 2024Sep 30, 2024Nov 13, 2024172$299.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.