Fortis Advisors, LLC

13F filer · CIK 0001697478

Reported Aug 13, 2026

Net seller this quarter

13F portfolio value$214MU.S. long equity reported on 13F

Positions576 new · 2 closed

Net flow last quarter-$6.81MBuys minus sells

Top 10 positions weight25.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 202657 positions
STXSeagate Technology Holdings plc	$13M	6.10%	0.01%	-34.4%	Q4 2022
EMXCEmax Holdings Corp	$11M	5.16%	Not reported	-0.1%	Q4 2022
BSVNBank7 Corp.	$8.43M	3.95%	1.14%	-1.0%	Q4 2022
VOLTVolt Solar Systems, Inc.	$5.36M	2.51%	Not reported	-1.2%	Q1 2026
GLDMWorld Gold Trust	$3.64M	1.70%	0.01%	-2.0%	Q4 2022
SHLDSears Holdings Corp	$3.28M	1.53%	0.05%	-1.9%	Q3 2025
GOOGAlphabet Inc.	$3.03M	1.42%	Not reported	+4.2%	Q4 2022
GOOGLAlphabet Inc.	$2.33M	1.09%	0.00%	-0.4%	Q4 2022
AAPLApple Inc.	$1.91M	0.90%	0.00%	+2.2%	Q4 2022
AMZNAmazon Com Inc	$1.89M	0.88%	0.00%	+7.2%	Q4 2022
UPSUnited Parcel Service Inc	$857K	0.40%	0.00%	+0.2%	Q4 2022
MSFTMicrosoft Corp	$808K	0.38%	0.00%	-6.4%	Q4 2022
BRK.ABerkshire Hathaway Inc	$749K	0.35%	Not reported	Not reported	Q4 2022
GSGoldman Sachs Group Inc	$723K	0.34%	0.00%	Not reported	Q4 2024
CCitigroup Inc	$637K	0.30%	0.00%	Not reported	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$622K	0.29%	0.00%	+4.2%	Q4 2022
ESIElement Solutions Inc	$621K	0.29%	0.01%	-3.0%	Q4 2022
GLWCorning Inc	$619K	0.29%	0.00%	-40.5%	Q4 2022
UNPUnion Pacific Corp	$612K	0.29%	0.00%	Not reported	Q2 2023
FCXFreeport-Mcmoran Inc	$583K	0.27%	0.00%	Not reported	Q4 2022
AMDAdvanced Micro Devices Inc	$581K	0.27%	0.00%	-31.0%	Q4 2022
VOYGVoyager Technologies, Inc.	$566K	0.27%	Not reported	Not reported	Q4 2025
GLDSPDR Gold Trust	$538K	0.25%	0.00%	-36.3%	Q4 2022
TMOThermo Fisher Scientific Inc.	$534K	0.25%	0.00%	Not reported	Q4 2022
GNRCGenerac Holdings Inc.	$527K	0.25%	0.00%	Not reported	Q4 2025
NEENextera Energy Inc	$510K	0.24%	0.00%	Not reported	Q4 2022
BNBROOKFIELD Corp	$505K	0.24%	Not reported	Not reported	Q4 2022
METAMeta Platforms, Inc.	$430K	0.20%	Not reported	Not reported	Q4 2022
SOSouthern Co	$428K	0.20%	0.00%	Not reported	Q3 2024
BRK.BBerkshire Hathaway Inc	$426K	0.20%	Not reported	Not reported	Q4 2022
CVSCVS HEALTH Corp	$424K	0.20%	0.00%	Not reported	Q4 2022
MAMastercard Inc	$406K	0.19%	0.00%	-3.7%	Q4 2022
BWABorgwarner Inc	$405K	0.19%	0.00%	Not reported	Q4 2022
NVDANvidia Corp	$399K	0.19%	0.00%	+49.8%	Q4 2022
VVisa Inc.	$391K	0.18%	0.00%	-3.4%	Q4 2022
BXBlackstone Inc.	$381K	0.18%	0.00%	Not reported	Q4 2022
COPConocophillips	$369K	0.17%	0.00%	Not reported	Q4 2022
DISWalt Disney Co	$356K	0.17%	0.00%	Not reported	Q4 2022
WMTWalmart Inc.	$348K	0.16%	0.00%	Not reported	Q4 2022
SUSuncor Energy Inc	$333K	0.16%	0.00%	+29.2%	Q4 2022
EWEdwards Lifesciences Corp	$317K	0.15%	0.00%	Not reported	Q4 2022
JPMJPMorgan Chase & Co	$278K	0.13%	0.00%	Not reported	Q4 2022
SOFISoFi Technologies, Inc.	$269K	0.13%	0.00%	Not reported	Q4 2022
MRKMerck & Co., Inc.	$268K	0.13%	0.00%	Not reported	Q4 2022
EPDEnterprise Products Partners L.P.	$267K	0.12%	0.00%	Not reported	Q4 2022
ABBVAbbVie Inc.	$266K	0.12%	0.00%	Not reported	Q4 2022
MSMorgan Stanley	$265K	0.12%	0.00%	+0.6%	Q4 2022
STTState Street Corp	$257K	0.12%	0.00%	Not reported	Q4 2022
DVNDevon Energy Corp	$254K	0.12%	0.00%	Not reported	Q4 2022
AVGOBroadcom Inc.	$250K	0.12%	0.00%	New	Q2 2026

Q1 2026Reported May 14, 202653 positions
BSVNBank7 Corp.	$8.57M	4.30%	1.15%	+19.5%	Q4 2022
EMXCEmax Holdings Corp	$8.48M	4.25%	Not reported	+14.3%	Q4 2022
STXSeagate Technology Holdings plc	$8.06M	4.04%	0.01%	-11.9%	Q4 2022
VOLTVolt Solar Systems, Inc.	$4.43M	2.22%	Not reported	New	Q1 2026
GLDMWorld Gold Trust	$4.33M	2.17%	0.01%	-28.7%	Q4 2022
SHLDSears Holdings Corp	$3.96M	1.98%	0.05%	+30.7%	Q3 2025
GOOGAlphabet Inc.	$2.36M	1.18%	Not reported	+6.1%	Q4 2022
GOOGLAlphabet Inc.	$1.88M	0.94%	0.00%	Not reported	Q4 2022
AAPLApple Inc.	$1.64M	0.82%	0.00%	-1.3%	Q4 2022
AMZNAmazon Com Inc	$1.54M	0.77%	0.00%	+3.1%	Q4 2022
GLDSPDR Gold Trust	$987K	0.49%	0.00%	-0.9%	Q4 2022
MSFTMicrosoft Corp	$856K	0.43%	0.00%	-0.7%	Q4 2022
UPSUnited Parcel Service Inc	$783K	0.39%	0.00%	+14.6%	Q4 2022
BRK.ABerkshire Hathaway Inc	$718K	0.36%	Not reported	Not reported	Q4 2022
GSGoldman Sachs Group Inc	$605K	0.30%	0.00%	Not reported	Q4 2024
GLWCorning Inc	$554K	0.28%	0.00%	Not reported	Q4 2022
UNPUnion Pacific Corp	$546K	0.27%	0.00%	Not reported	Q2 2023
FCXFreeport-Mcmoran Inc	$545K	0.27%	0.00%	-23.2%	Q4 2022
NEENextera Energy Inc	$540K	0.27%	0.00%	Not reported	Q4 2022
TMOThermo Fisher Scientific Inc.	$523K	0.26%	0.00%	Not reported	Q4 2022
CCitigroup Inc	$516K	0.26%	0.00%	-24.4%	Q4 2022
ALSumisho Air Lease Corporation	$515K	0.26%	0.01%	Not reported	Q4 2022
BNBROOKFIELD Corp	$480K	0.24%	Not reported	Not reported	Q4 2022
COPConocophillips	$469K	0.23%	0.00%	Not reported	Q4 2022
ESIElement Solutions Inc	$457K	0.23%	0.01%	-19.3%	Q4 2022
METAMeta Platforms, Inc.	$437K	0.22%	Not reported	-0.4%	Q4 2022
SOSouthern Co	$432K	0.22%	0.00%	Not reported	Q3 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$422K	0.21%	0.00%	Not reported	Q4 2022
VOYGVoyager Technologies, Inc.	$411K	0.21%	Not reported	Not reported	Q4 2025
MAMastercard Inc	$410K	0.21%	0.00%	Not reported	Q4 2022
BRK.BBerkshire Hathaway Inc	$408K	0.20%	Not reported	-0.6%	Q4 2022
WMTWalmart Inc.	$382K	0.19%	0.00%	Not reported	Q4 2022
VVisa Inc.	$357K	0.18%	0.00%	Not reported	Q4 2022
DISWalt Disney Co	$357K	0.18%	0.00%	-0.6%	Q4 2022
GNRCGenerac Holdings Inc.	$352K	0.18%	0.00%	Not reported	Q4 2025
BWABorgwarner Inc	$331K	0.17%	0.00%	Not reported	Q4 2022
SUSuncor Energy Inc	$317K	0.16%	0.00%	Not reported	Q4 2022
DVNDevon Energy Corp	$309K	0.15%	0.00%	-22.2%	Q4 2022
AMDAdvanced Micro Devices Inc	$295K	0.15%	0.00%	Not reported	Q4 2022
CVSCVS HEALTH Corp	$294K	0.15%	0.00%	-2.4%	Q4 2022
EWEdwards Lifesciences Corp	$280K	0.14%	0.00%	Not reported	Q4 2022
EPDEnterprise Products Partners L.P.	$276K	0.14%	0.00%	Not reported	Q4 2022
MSIMotorola Solutions, Inc.	$259K	0.13%	0.00%	Not reported	Q4 2022
WBDWarner Bros. Discovery, Inc.	$251K	0.13%	0.00%	-19.7%	Q4 2022
MRKMerck & Co., Inc.	$251K	0.13%	0.00%	Not reported	Q4 2022
JPMJPMorgan Chase & Co	$248K	0.12%	0.00%	Not reported	Q4 2022
SOFISoFi Technologies, Inc.	$238K	0.12%	0.00%	-14.3%	Q4 2022
NVDANvidia Corp	$232K	0.12%	0.00%	-2.1%	Q4 2022
ABBVAbbVie Inc.	$229K	0.11%	0.00%	-2.1%	Q4 2022
FNDFSchwab Strategic Trust	$221K	0.11%	Not reported	Not reported	Q2 2025

Q4 2025Reported Feb 10, 202656 positions
BSVNBank7 Corp.	$7.21M	3.91%	0.97%	+1.2%	Q4 2022
EMXCEmax Holdings Corp	$6.86M	3.72%	Not reported	-2.0%	Q4 2022
STXSeagate Technology Holdings plc	$6.43M	3.49%	0.01%	Not reported	Q4 2022
GLDMWorld Gold Trust	$5.6M	3.04%	0.02%	-3.0%	Q4 2022
SHLDSears Holdings Corp	$2.77M	1.50%	0.04%	-0.2%	Q3 2025
GOOGAlphabet Inc.	$2.43M	1.32%	Not reported	-9.9%	Q4 2022
GOOGLAlphabet Inc.	$2.05M	1.11%	0.00%	Not reported	Q4 2022
AAPLApple Inc.	$1.78M	0.97%	0.00%	-3.2%	Q4 2022
AMZNAmazon Com Inc	$1.65M	0.90%	0.00%	-3.0%	Q4 2022
MSFTMicrosoft Corp	$1.13M	0.61%	0.00%	-0.1%	Q4 2022
GLDSPDR Gold Trust	$917K	0.50%	0.00%	-51.2%	Q4 2022
BRK.ABerkshire Hathaway Inc	$755K	0.41%	Not reported	Not reported	Q4 2022
CCitigroup Inc	$702K	0.38%	0.00%	Not reported	Q4 2022
UPSUnited Parcel Service Inc	$688K	0.37%	0.00%	+27.9%	Q4 2022
GSGoldman Sachs Group Inc	$628K	0.34%	0.00%	Not reported	Q4 2024
TMOThermo Fisher Scientific Inc.	$617K	0.33%	0.00%	Not reported	Q4 2022
FCXFreeport-Mcmoran Inc	$613K	0.33%	0.00%	Not reported	Q4 2022
BNBROOKFIELD Corp	$544K	0.29%	Not reported	Not reported	Q4 2022
HRHealthcare Realty Trust Inc	$541K	0.29%	0.01%	+1.4%	Q1 2024
UNPUnion Pacific Corp	$520K	0.28%	0.00%	Not reported	Q2 2023
ALSumisho Air Lease Corporation	$509K	0.28%	0.01%	Not reported	Q4 2022
METAMeta Platforms, Inc.	$506K	0.27%	Not reported	-5.8%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$473K	0.26%	Not reported	-1.3%	Q4 2022
MAMastercard Inc	$469K	0.25%	0.00%	-5.7%	Q4 2022
NEENextera Energy Inc	$467K	0.25%	0.00%	-9.4%	Q4 2022
VOYGVoyager Technologies, Inc.	$459K	0.25%	Not reported	New	Q4 2025
SOFISoFi Technologies, Inc.	$458K	0.25%	0.00%	-10.3%	Q4 2022
BRK.BBerkshire Hathaway Inc	$430K	0.23%	Not reported	Not reported	Q4 2022
DISWalt Disney Co	$423K	0.23%	0.00%	Not reported	Q4 2022
ESIElement Solutions Inc	$415K	0.22%	0.01%	Not reported	Q4 2022
VVisa Inc.	$414K	0.22%	0.00%	-6.0%	Q4 2022
SOSouthern Co	$390K	0.21%	0.00%	Not reported	Q3 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$380K	0.21%	0.00%	-16.7%	Q4 2022
GLWCorning Inc	$357K	0.19%	0.00%	-19.7%	Q4 2022
WMTWalmart Inc.	$342K	0.19%	0.00%	Not reported	Q4 2022
CVSCVS HEALTH Corp	$333K	0.18%	0.00%	Not reported	Q4 2022
WBDWarner Bros. Discovery, Inc.	$329K	0.18%	0.00%	Not reported	Q4 2022
AMDAdvanced Micro Devices Inc	$311K	0.17%	0.00%	-32.6%	Q4 2022
EWEdwards Lifesciences Corp	$298K	0.16%	0.00%	Not reported	Q4 2022
DVNDevon Energy Corp	$289K	0.16%	0.00%	Not reported	Q4 2022
BWABorgwarner Inc	$275K	0.15%	0.00%	Not reported	Q4 2022
JPMJPMorgan Chase & Co	$274K	0.15%	0.00%	Not reported	Q4 2022
INTUIntuit Inc.	$265K	0.14%	0.00%	Not reported	Q4 2022
KKRKKR & Co. Inc.	$255K	0.14%	0.00%	Not reported	Q4 2022
NVDANvidia Corp	$254K	0.14%	0.00%	-1.7%	Q4 2022
ABBVAbbVie Inc.	$247K	0.13%	0.00%	+2.2%	Q4 2022
GNRCGenerac Holdings Inc.	$245K	0.13%	0.00%	New	Q4 2025
EPDEnterprise Products Partners L.P.	$233K	0.13%	0.00%	Not reported	Q4 2022
MSIMotorola Solutions, Inc.	$228K	0.12%	0.00%	Not reported	Q4 2022
LOWLowes Companies Inc	$224K	0.12%	0.00%	-0.1%	Q4 2022

Q3 2025Reported Nov 10, 202561 positions
BSVNBank7 Corp.	$7.14M	4.02%	0.96%	-37.3%	Q4 2022
EMXCEmax Holdings Corp	$6.5M	3.66%	Not reported	-7.2%	Q4 2022
STXSeagate Technology Holdings plc	$5.51M	3.10%	0.01%	Not reported	Q4 2022
GLDMWorld Gold Trust	$5.17M	2.91%	0.03%	-16.4%	Q4 2022
SHLDSears Holdings Corp	$3.01M	1.69%	0.04%	New	Q3 2025
GOOGAlphabet Inc.	$2.1M	1.18%	Not reported	-5.5%	Q4 2022
AAPLApple Inc.	$1.72M	0.97%	0.00%	-4.5%	Q4 2022
GLDSPDR Gold Trust	$1.69M	0.95%	0.00%	+3.6%	Q4 2022
AMZNAmazon Com Inc	$1.62M	0.91%	0.00%	-8.1%	Q4 2022
GOOGLAlphabet Inc.	$1.59M	0.90%	0.00%	Not reported	Q4 2022
FHIFederated Hermes, Inc.	$1.51M	0.85%	Not reported	+64.2%	Q4 2022
MSFTMicrosoft Corp	$1.21M	0.68%	0.00%	-3.8%	Q4 2022
PBPBPotbelly Corporation	$1.19M	0.67%	0.23%	Not reported	Q4 2022
BRK.ABerkshire Hathaway Inc	$754K	0.42%	Not reported	Not reported	Q4 2022
CCitigroup Inc	$611K	0.34%	0.00%	-20.0%	Q4 2022
METAMeta Platforms, Inc.	$598K	0.34%	Not reported	-1.3%	Q4 2022
GSGoldman Sachs Group Inc	$569K	0.32%	0.00%	Not reported	Q4 2024
HRHealthcare Realty Trust Inc	$567K	0.32%	0.01%	+1.4%	Q1 2024
BNBROOKFIELD Corp	$542K	0.30%	Not reported	Not reported	Q4 2022
UNPUnion Pacific Corp	$532K	0.30%	0.00%	Not reported	Q2 2023
TMOThermo Fisher Scientific Inc.	$517K	0.29%	0.00%	-37.0%	Q4 2022
SOFISoFi Technologies, Inc.	$515K	0.29%	0.00%	-37.7%	Q4 2022
ALSumisho Air Lease Corporation	$504K	0.28%	0.01%	-30.6%	Q4 2022
MAMastercard Inc	$495K	0.28%	0.00%	Not reported	Q4 2022
NEENextera Energy Inc	$484K	0.27%	0.00%	-3.0%	Q4 2022
FCXFreeport-Mcmoran Inc	$474K	0.27%	0.00%	-11.7%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$468K	0.26%	Not reported	Not reported	Q4 2022
UPSUnited Parcel Service Inc	$453K	0.25%	0.00%	-21.5%	Q4 2022
BRK.BBerkshire Hathaway Inc	$430K	0.24%	Not reported	Not reported	Q4 2022
VVisa Inc.	$428K	0.24%	0.00%	-10.0%	Q4 2022
DISWalt Disney Co	$426K	0.24%	0.00%	-25.9%	Q4 2022
SOSouthern Co	$424K	0.24%	0.00%	Not reported	Q3 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$419K	0.24%	0.00%	Not reported	Q4 2022
ESIElement Solutions Inc	$418K	0.24%	0.01%	Not reported	Q4 2022
GLWCorning Inc	$416K	0.23%	0.00%	Not reported	Q4 2022
COPConocophillips	$367K	0.21%	0.00%	Not reported	Q4 2022
AMDAdvanced Micro Devices Inc	$348K	0.20%	0.00%	Not reported	Q4 2022
PPLIPeople Inc	$329K	0.18%	Not reported	Not reported	Q4 2022
CVSCVS HEALTH Corp	$317K	0.18%	0.00%	Not reported	Q4 2022
WMTWalmart Inc.	$316K	0.18%	0.00%	Not reported	Q4 2022
DVNDevon Energy Corp	$277K	0.16%	0.00%	Not reported	Q4 2022
INTUIntuit Inc.	$273K	0.15%	0.00%	Not reported	Q4 2022
MSIMotorola Solutions, Inc.	$273K	0.15%	0.00%	Not reported	Q4 2022
EWEdwards Lifesciences Corp	$272K	0.15%	0.00%	Not reported	Q4 2022
BWABorgwarner Inc	$268K	0.15%	0.00%	-35.1%	Q4 2022
JPMJPMorgan Chase & Co	$268K	0.15%	0.00%	Not reported	Q4 2022
KKRKKR & Co. Inc.	$260K	0.15%	0.00%	Not reported	Q4 2022
NVDANvidia Corp	$258K	0.15%	0.00%	-1.2%	Q4 2022
MHKMohawk Industries Inc	$255K	0.14%	0.00%	New	Q3 2025
ABBVAbbVie Inc.	$245K	0.14%	0.00%	Not reported	Q4 2022

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