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Home > Institutional Investor > Fortis Capital Advisors, Llc > Profile

Instuitional Investor - Fortis Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Fortis Capital Advisors, Llc
Portfolio Value $559,145,915
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 217,180 $34,312,336 6.14%
2.
Invesco Qqq Trust - ETF
 59,798 $32,987,516 5.9%
3.
Schwab Strategic Trust
 FNDF 1,317,647 $32,203,313 5.76%
4.
Schwab Strategic Trust
 FNDF 1,241,457 $30,465,379 5.45%
5.
Spdr S & P 500 Etf Trust
 SPY 48,799 $30,150,994 5.39%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)