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FORTIS CAPITAL ADVISORS, LLC 13F portfolio summary

FORTIS CAPITAL ADVISORS, LLC of FORTIS CAPITAL ADVISORS, LLC has 368 current stock holdings with a reported portfolio value of $763.4M. The portfolio 1 year return is +18.45%. Top holdings include HYG (0.00%), AGG (0.00%), PFF (0.00%), EMB (0.00%), SJNK (0.00%).

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FORTIS CAPITAL ADVISORS, LLC

FORTIS CAPITAL ADVISORS, LLC
Latest filing: 2026-03-31

FORTIS CAPITAL ADVISORS, LLC runs FORTIS CAPITAL ADVISORS, LLC and currently holds 368 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $763.44M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. FORTIS CAPITAL ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, FORTIS CAPITAL ADVISORS, LLC's portfolio at FORTIS CAPITAL ADVISORS, LLC has delivered returns of +18.45%. Their 3-year annualized return is +62.24%. Looking at the 5-year horizon, FORTIS CAPITAL ADVISORS, LLC has achieved +76.83% annualized returns at FORTIS CAPITAL ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+18.45%
#0/1000
3 Year
+62.24%
#0/1000
5 Year
+76.83%
#0/1000

Portfolio Value

$763.44M

Alpha Score

52.8

#0 of 1000

Holdings

368

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change