DOSSIER · 13F-HR · Q2 2026
Fortis Capital Advisors, LLC
$889M in tracked AUM across 408 positions as of Q2 2026.
FC
CIK 0001959790 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Fortis Capital Advisors, LLC has reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 161.7% from approximately $258.82M to $677.41M quarter-over-quarter. This substantial capital influx suggests the firm may have attracted significant new capital inflows or experienced substantial performance gains during the period. The portfolio consists of 311 holdings, indicating a high level of diversification. ...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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