Fortis Capital Advisors, LLC

All 13F Filings

Location
Prairie Village, KS
Most recent 13F
Q3 2026
Holdings value ($000)
1,303,241
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 11/9/2026 467 1,303,241 13F-HR Fortis Capital Advisors, LLC
Q2 2026 7/31/2026 408 889,398 13F-HR Fortis Capital Advisors, LLC
Q1 2026 4/28/2026 371 763,435 13F-HR Fortis Capital Advisors, LLC
Q4 2025 1/27/2026 311 677,409 13F-HR Fortis Capital Advisors, LLC
Q3 2025 10/31/2025 283 631,131 13F-HR Fortis Capital Advisors, LLC
Q2 2025 7/21/2025 240 559,146 13F-HR Fortis Capital Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 591.1 K 45.4% 226 K 0 226 K
ETFs 712.1 K 54.6% 187.9 K 0 187.9 K
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Fund Snapshot

Q3 2026
Latest filed
11/9/2026
Total value ($000)
1,303,241
Holdings
467
QoQ value change ($000)
413,843 (46.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.