Fortune Financial Advisors, LLC

CIK

1961828

Location

Overland Park, KS

Portfolio Value

Micro $13,055,507

Diversification

Diversified

Filing Date

Global Rank

#4,649 / 8,232 ▲ 1032

Top Industry

Scientific & Technical Instruments 11.6%

3Y Alpha vs SPY

-4.2%

Period ended 2 months ago

Filed Apr 30, 2026 · 44d

12 quarters · since Jun 2023

Clone Performance

Aug 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

+55.0%

SPY

+71.4%

Annualised alpha

-4.2%

Max drawdown

−14.4%

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

105 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.9%

−2.6 pts

Top 5

26.8%

−4.6 pts

Top 10

39.6%

−8.8 pts

HHI

281

Diversified−119

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.9%	$51,642,543	23
Industrials	13.2%	$18,548,839	19
Consumer Cyclical	10.7%	$14,940,364	12
Financial Services	9.3%	$13,055,507	10
Communication Services	6.5%	$9,099,608	4
Consumer Defensive	6.4%	$9,025,089	6
Healthcare	6.3%	$8,811,862	11
Energy	3.9%	$5,472,016	6
Basic Materials	3.0%	$4,257,923	6
Unclassified	2.5%	$3,452,920	4
Utilities	1.0%	$1,373,589	3
Real Estate	0.3%	$411,515	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+36,865	39,715	$6,926,296
AVGO	Broadcom Inc.	+8,984	12,125	$3,752,808
AAPL	Apple Inc.	+5,661	19,994	$5,074,277
RTX	RTX Corp	+3,307	6,109	$1,178,426
MSFT	Microsoft Corp	+2,896	10,166	$3,763,148
META	Meta Platforms, Inc.	+2,434	4,698	$2,687,866
ABT	Abbott Laboratories	+2,406	14,812	$1,520,748
CVX	Chevron Corp	+2,190	9,507	$1,966,998
ETN	Eaton Corp plc	+1,915	3,109	$1,111,996
HON	Honeywell International Inc	+1,752	3,031	$685,096
UNP	Union Pacific Corp	+1,744	5,126	$1,243,670
TSCO	Tractor Supply Co /De/	+1,670	28,748	$1,302,284
MO	Altria Group, Inc.	+1,532	45,408	$2,996,473
AMGN	Amgen Inc	+1,343	2,270	$798,699
COP	Conocophillips	+1,178	7,333	$967,956
LLY	ELI LILLY & Co	+1,014	1,280	$1,177,305
ORLY	O Reilly Automotive Inc	+543	39,055	$3,605,167
PSX	Phillips 66	+500	2,520	$459,093
MNST	Monster Beverage Corp	+499	28,017	$2,030,111
PEP	Pepsico Inc	+456	5,046	$783,593
OTIS	Otis Worldwide Corp	+452	4,280	$329,902
AWK	American Water Works Company, Inc.	+443	2,307	$313,959
PM	Philip Morris International Inc.	+429	15,464	$2,556,817
APH	Amphenol Corp /De/	+372	26,074	$3,294,449
STE	STERIS plc	+321	8,521	$1,884,248
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
BB	BLACKBERRY Ltd	−6,000	10,000	$32,400
AMZN	Amazon Com Inc	−902	11,800	$2,457,586
PG	PROCTER & GAMBLE Co	−485	2,815	$406,598
GE	General Electric Co	−375	908	$257,663
JPM	Jpmorgan Chase & Co	−250	10,835	$3,187,223
AMAT	Applied Materials Inc /De	−231	12,766	$4,363,291
GOOGL	Alphabet Inc.	−218	20,685	$5,948,178
KO	Coca Cola Co	−129	3,307	$251,497
AXP	American Express Co	−98	2,691	$813,973
QQQ	Invesco Qqq Trust, Series 1	−94	910	$525,233
SPY	Spdr S&P 500 ETF Trust	−55	2,044	$1,329,294
GRMN	Garmin Ltd	−46	65,658	$15,233,312
ADBE	Adobe Inc.	−39	2,376	$577,558
BAH	Booz Allen Hamilton Holding Corp	−33	3,390	$264,521
MCD	Mcdonalds Corp	−19	3,311	$1,029,025
BKNG	Booking Holdings Inc.	−2	146	$614,706
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
STX	Seagate Technology Holdings plc	6,100	$2,389,736
POWL	Powell Industries Inc	2,875	$1,555,605
GS	Goldman Sachs Group Inc	1,245	$1,053,257
HWKN	Hawkins Inc	6,715	$1,031,424
KLAC	Kla Corp	660	$971,790
AFRM	Affirm Holdings, Inc.	20,700	$948,474
AMD	Advanced Micro Devices Inc	4,492	$913,807
STLD	Steel Dynamics Inc	5,000	$900,000
GLW	Corning Inc /Ny	6,500	$883,805
EAT	Brinker International, Inc	6,150	$878,035
TMO	Thermo Fisher Scientific Inc.	1,762	$866,075
BEPC	Brookfield Renewable Corp	15,780	$628,517
ENS	EnerSys	3,600	$625,392
AXON	Axon Enterprise, Inc.	1,457	$618,773
RY	Royal Bank Of Canada	3,800	$614,764
ABBV	AbbVie Inc.	2,609	$567,431
TOL	Toll Brothers, Inc.	4,000	$545,880
FDX	Fedex Corp	1,450	$516,461
TKR	Timken Co	5,050	$507,878
FSLR	First Solar, Inc.	2,325	$458,629
FITB	Fifth Third Bancorp	9,600	$446,016
NRG	Nrg Energy, Inc.	2,950	$431,113
GM	General Motors Co	5,600	$417,200
STM	STMicroelectronics N.V.	11,750	$405,962
OKE	Oneok Inc /New/	4,325	$390,936
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
NVO	Novo Nordisk A S	27,127	$1,380,221
TDG	TransDigm Group INC	172	$228,734
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

10 positions · $13,055,507 total · Financial Services only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MA	Mastercard Inc Financial Services	Added	6,702	+127	$3,348,721	−10.8%	25.65%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	10,835	-250	$3,187,223	−10.8%	24.41%
V	Visa Inc. Financial Services	Added	6,628	+186	$2,003,246	−11.3%	15.34%
GS	Goldman Sachs Group Inc Financial Services	NEW	1,245	NEW	$1,053,257	NEW	8.07%
AFRM	Affirm Holdings, Inc. Financial Services	NEW	20,700	NEW	$948,474	NEW	7.26%
AXP	American Express Co Financial Services	Reduced	2,691	-98	$813,973	−21.1%	6.23%
RY	Royal Bank Of Canada Financial Services	NEW	3,800	NEW	$614,764	NEW	4.71%
FITB	Fifth Third Bancorp Financial Services	NEW	9,600	NEW	$446,016	NEW	3.42%
BNY	Bank of New York Mellon Corp Financial Services	NEW	2,700	NEW	$320,301	NEW	2.45%
SCHW	Schwab Charles Corp Financial Services	NEW	3,400	NEW	$319,532	NEW	2.45%