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Equibles

Fortis Capital Advisors, LLC

Location
PRAIRIE VILLAGE, KS
Portfolio Value
Small $362,973,151
Diversification
Diversified
Filing Date
Global Rank
#2,805 / 8,232 ▲ 368
Top Industry
Semiconductors 19.4%
3Y Alpha vs SPY
-1.7%
Period ended 2 months ago
Filed Apr 28, 2026 · 47d
14 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+68.9%
SPY
+76.3%
Annualised alpha
-1.7%
Max drawdown
−21.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

194 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
11.7%
−0.9 pts
Top 5
40.6%
−4.6 pts
Top 10
51.8%
−6.2 pts
HHI
417
Jun 2023 → Mar 2026 · range 417 – 1,126
Diversified−96

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 34.2% $124,101,908
Unclassified 23.1% $83,726,849
Financial Services 7.8% $28,317,406
Consumer Cyclical 7.7% $27,789,979
Communication Services 6.4% $23,072,842
Healthcare 5.2% $18,973,415
Consumer Defensive 4.3% $15,488,180
Industrials 4.0% $14,547,988
Energy 3.5% $12,796,235
Basic Materials 2.9% $10,500,512
Utilities 0.6% $2,075,118
Real Estate 0.4% $1,582,719

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
SLV +44,437 51,147 $3,485,156
CPZ +30,991 41,873 $568,216
IBIT +27,197 32,614 $1,253,029
NVDA +25,989 243,697 $42,500,756
MRNA +25,827 34,042 $1,729,333
BSX +23,213 25,588 $1,605,647
HOOD +17,876 26,625 $1,845,112
AAPL +16,622 87,047 $22,091,658
AMZN +14,819 66,778 $13,907,854
NFLX +13,842 65,588 $6,306,286
CRDO +11,879 18,692 $1,754,618
COLL +10,729 27,467 $908,333
MSFT +10,152 41,057 $15,198,069
ABBV +9,065 15,862 $3,449,826
XOM +7,078 21,984 $3,729,805
ANET +6,162 21,290 $2,613,986
INV +5,938 16,718 $65,367
ABT +5,569 7,207 $739,942
SNAP +4,691 23,969 $110,257
NET +4,327 11,769 $2,428,415
WMT +3,899 8,986 $1,116,780
BJ +3,688 13,891 $1,367,152
MO +3,577 10,047 $663,001
BX +3,128 4,815 $553,676
ARM +2,859 5,299 $801,632

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
RIO −11,927 3,115 $290,598
MNST −10,117 5,862 $424,760
SHOP −9,644 2,133 $253,016
ALAB −7,207 10,949 $1,200,010
SCCO −6,136 4,869 $837,760
NEM −5,824 8,304 $898,908
VZ −4,700 9,356 $469,671
BABA −4,390 3,250 $407,745
SQM −3,846 11,244 $910,089
GLDM −3,575 2,689 $249,243
DOCN −3,476 17,716 $1,519,678
CRWD −3,362 1,581 $617,238
IAUX −3,156 15,505 $23,567
PALL −2,586 2,767 $372,742
TPR −2,448 2,469 $348,400
NOW −2,119 3,260 $340,833
RNR −1,545 3,721 $1,105,992
KEYS −1,489 4,039 $1,140,492
NXT −1,444 8,215 $990,318
AON −1,378 1,387 $447,695
DRI −1,345 4,128 $809,253
TSLA −1,305 14,747 $5,482,197
ETV −1,272 22,414 $306,399
ARCC −1,244 10,752 $193,751
CME −1,198 3,271 $966,089

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
GLTR 22,964 $5,022,686
PG 25,302 $3,654,620
ADM 38,284 $2,782,863
DE 3,743 $2,108,431
AXP 6,178 $1,868,721
ETN 4,550 $1,627,398
TXT 17,295 $1,514,350
FCX 23,900 $1,404,842
TMUS 6,274 $1,317,728
LNG 4,397 $1,247,692
MSI 2,809 $1,219,021
SPOT 2,496 $1,210,335
RSG 5,363 $1,174,604
APD 4,001 $1,162,250
AEM 5,650 $1,146,837
DLR 6,333 $1,141,269
DVN 22,474 $1,130,891
HUBS 4,367 $1,065,984
LIN 2,114 $1,048,036
OKE 11,375 $1,028,186
CIEN 2,547 $988,821
SLB 19,019 $977,386
BXSL 40,770 $965,841
BA 4,801 $955,543
CFR 6,914 $947,771

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
NU 106,367 $1,780,583
RDDT 6,857 $1,576,218
SNOW 6,425 $1,409,388
NBIX 9,485 $1,345,257
ILMN 9,592 $1,258,086
U 28,272 $1,248,774
NVS 8,064 $1,111,783
CHYM 43,754 $1,101,288
BKR 23,677 $1,078,250
NDAQ 11,050 $1,073,286
RTX 5,834 $1,069,955
MDB 2,482 $1,041,670
BPOP 8,267 $1,029,406
SOFI 37,964 $993,897
EXLS 22,901 $971,918
AFRM 12,210 $908,790
VALE 69,513 $905,754
RKT 46,184 $894,122
EW 10,468 $892,397
EXE 7,818 $862,794
AME 4,151 $852,241
PPLT 4,537 $845,832
MCO 1,623 $829,109
A 6,007 $817,372
ASML 742 $793,836

Portfolio Positions

Export CSV View 13F filing
194 positions · $362,973,151 total · as of Mar 31, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Showing 1–50 of 194 positions by value · page 1 of 4
Ticker Company Shares Value (USD) % of Portfolio History
NVDA
Nvidia Corp
Technology 		243,697 $42,500,756 11.71%
QQQ
Invesco Qqq Trust, Series 1
 61,868 $35,708,972 9.84%
SPY
Spdr S&P 500 ETF Trust
 48,863 $31,777,563 8.75%
AAPL
Apple Inc.
Technology 		87,047 $22,091,658 6.09%
MSFT
Microsoft Corp
Technology 		41,057 $15,198,069 4.19%
AMZN
Amazon Com Inc
Consumer Cyclical 		66,778 $13,907,854 3.83%
PLTR
Palantir Technologies Inc.
Technology 		51,027 $7,464,229 2.06%
META
Meta Platforms, Inc.
Communication Services 		12,968 $7,419,381 2.04%
NFLX
Netflix Inc
Communication Services 		65,588 $6,306,286 1.74%
TSLA
Tesla, Inc.
Consumer Cyclical 		14,747 $5,482,197 1.51%
GLD
Spdr Gold Trust
 11,973 $5,151,862 1.42%
GLTR
abrdn Precious Metals Basket ETF Trust
 22,964 $5,022,686 1.38%
COST
Costco Wholesale Corp /New
Consumer Defensive 		4,007 $3,992,695 1.10%
XOM
Exxon Mobil Corp
Energy 		21,984 $3,729,805 1.03%
PG
PROCTER & GAMBLE Co
Consumer Defensive 		25,302 $3,654,620 1.01%
SLV
iShares Silver Trust
 51,147 $3,485,156 0.96%
ABBV
AbbVie Inc.
Healthcare 		15,862 $3,449,826 0.95%
LLY
ELI LILLY & Co
Healthcare 		3,207 $2,949,702 0.81%
ADM
Archer-Daniels-Midland Co
Consumer Defensive 		38,284 $2,782,863 0.77%
GOOGL
Alphabet Inc.
Communication Services 		9,103 $2,617,658 0.72%
ANET
Arista Networks, Inc.
Technology 		21,290 $2,613,986 0.72%
JPM
Jpmorgan Chase & Co
Financial Services 		8,500 $2,500,360 0.69%
MS
Morgan Stanley
Financial Services 		15,124 $2,488,956 0.69%
NET
Cloudflare, Inc.
Technology 		11,769 $2,428,415 0.67%
MCD
Mcdonalds Corp
Consumer Cyclical 		6,938 $2,156,261 0.59%
CLS
Celestica Inc
Technology 		7,518 $2,117,670 0.58%
DE
Deere & Co
Industrials 		3,743 $2,108,431 0.58%
AXP
American Express Co
Financial Services 		6,178 $1,868,721 0.51%
HOOD
Robinhood Markets, Inc.
Financial Services 		26,625 $1,845,112 0.51%
CSCO
Cisco Systems, Inc.
Technology 		23,659 $1,835,701 0.51%
AVGO
Broadcom Inc.
Technology 		5,704 $1,765,445 0.49%
CRDO
Credo Technology Group Holding Ltd
Technology 		18,692 $1,754,618 0.48%
MRNA
Moderna, Inc.
Healthcare 		34,042 $1,729,333 0.48%
BRK-B
Berkshire Hathaway Inc
Financial Services 		3,606 $1,727,995 0.48%
AMD
Advanced Micro Devices Inc
Technology 		8,416 $1,712,066 0.47%
NBIS
Nebius Group N.V.
Communication Services 		16,495 $1,711,521 0.47%
ETN
Eaton Corp plc
Industrials 		4,550 $1,627,398 0.45%
BSX
Boston Scientific Corp
Healthcare 		25,588 $1,605,647 0.44%
NEE
Nextera Energy Inc
Utilities 		17,049 $1,583,511 0.44%
ISRG
Intuitive Surgical Inc
Healthcare 		3,317 $1,529,103 0.42%
V
Visa Inc.
Financial Services 		5,046 $1,525,103 0.42%
DOCN
DigitalOcean Holdings, Inc.
Technology 		17,716 $1,519,678 0.42%
TXT
Textron Inc
Industrials 		17,295 $1,514,350 0.42%
MRVL
Marvell Technology, Inc.
Technology 		14,623 $1,448,408 0.40%
NOC
Northrop Grumman Corp /De/
Industrials 		2,071 $1,412,919 0.39%
FCX
Freeport-Mcmoran Inc
Basic Materials 		23,900 $1,404,842 0.39%
BJ
BJ's Wholesale Club Holdings, Inc.
Consumer Defensive 		13,891 $1,367,152 0.38%
TMUS
T-Mobile US, Inc.
Communication Services 		6,274 $1,317,728 0.36%
IBIT
iShares Bitcoin Trust ETF
 32,614 $1,253,029 0.35%
IBM
International Business Machines Corp
Technology 		5,152 $1,248,793 0.34%

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