Fortune Financial Advisors, LLC

13F filer · CIK 0001961828

Reported Jul 22, 2026

Net buyer this quarter

13F portfolio value$234MU.S. long equity reported on 13F

Positions12011 new · 2 closed

Net flow last quarter+$9.03MBuys minus sells

Top 10 positions weight28.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 2026120 positions
GRMNGarmin Ltd	$15.6M	6.67%	0.03%	Not reported	Q2 2023
AMATApplied Materials Inc	$7.84M	3.35%	0.00%	-15.1%	Q2 2023
GOOGLAlphabet Inc.	$7.66M	3.28%	0.00%	+3.7%	Q2 2023
NVDANvidia Corp	$7.6M	3.25%	0.00%	-4.4%	Q1 2024
AAPLApple Inc.	$5.79M	2.48%	0.00%	+0.1%	Q2 2023
APHAmphenol Corp	$5.24M	2.24%	0.00%	+13.9%	Q4 2023
AVGOBroadcom Inc.	$4.57M	1.96%	0.00%	-0.1%	Q2 2023
MSFTMicrosoft Corp	$4.2M	1.80%	0.00%	+10.7%	Q2 2023
ORLYO Reilly Automotive Inc	$4.05M	1.73%	0.01%	+12.6%	Q2 2023
MAMastercard Inc	$3.83M	1.64%	0.00%	+11.2%	Q2 2023
JPMJPMorgan Chase & Co	$3.76M	1.61%	0.00%	+6.1%	Q2 2023
MOAltria Group, Inc.	$3.64M	1.56%	0.00%	+11.3%	Q2 2023
STXSeagate Technology Holdings plc	$3.3M	1.41%	0.00%	-43.9%	Q1 2026
AMZNAmazon Com Inc	$3.19M	1.36%	0.00%	+13.4%	Q2 2023
PMPhilip Morris International Inc.	$3.18M	1.36%	0.00%	+13.5%	Q2 2023
MNSTMonster Beverage Corp	$3.14M	1.34%	0.00%	+16.5%	Q2 2023
NOCNorthrop Grumman Corp	$2.88M	1.23%	0.00%	+11.2%	Q2 2023
VVisa Inc.	$2.69M	1.15%	0.00%	+18.1%	Q2 2023
METAMeta Platforms, Inc.	$2.68M	1.15%	Not reported	+1.3%	Q2 2023
AMDAdvanced Micro Devices Inc	$2.56M	1.10%	0.00%	-1.9%	Q1 2026
POWLPowell Industries Inc	$2.47M	1.06%	0.02%	Not reported	Q1 2026
GOOGAlphabet Inc.	$2.18M	0.93%	Not reported	-1.8%	Q2 2023
STESTERIS plc	$2.14M	0.91%	0.01%	+19.0%	Q2 2023
LLYELI LILLY & Co	$2.09M	0.90%	0.00%	+36.3%	Q4 2025
LMTLockheed Martin Corp	$2.08M	0.89%	0.00%	+16.6%	Q2 2023
TJXTJX Companies Inc	$2.06M	0.88%	0.00%	+17.9%	Q2 2023
KLACKla Corp	$1.94M	0.83%	0.00%	-2.5%	Q1 2026
ASRSoutheast Airport Group	$1.9M	0.81%	0.00%	+18.4%	Q2 2023
CVXChevron Corp	$1.77M	0.76%	0.00%	+12.0%	Q2 2023
UNPUnion Pacific Corp	$1.76M	0.75%	0.00%	+26.1%	Q2 2023
AFRMAffirm Holdings, Inc.	$1.69M	0.72%	0.03%	Not reported	Q1 2026
ABTAbbott Laboratories	$1.69M	0.72%	0.00%	+25.5%	Q2 2023
MUSAMurphy USA Inc.	$1.6M	0.69%	0.02%	+30.5%	Q3 2024
FNVFRANCO NEVADA Corp	$1.58M	0.68%	0.00%	+12.5%	Q2 2023
TPLTexas Pacific Land Corp	$1.56M	0.67%	0.01%	+20.9%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$1.52M	0.65%	Not reported	-0.7%	Q2 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$1.39M	0.60%	Not reported	+0.1%	Q2 2023
ETNEaton Corp plc	$1.37M	0.59%	0.00%	+3.4%	Q2 2023
GSGoldman Sachs Group Inc	$1.26M	0.54%	0.00%	Not reported	Q1 2026
CHEChemed Corp	$1.24M	0.53%	0.02%	+47.1%	Q1 2025
TSCOTractor Supply Co	$1.2M	0.51%	0.01%	+32.3%	Q2 2023
CPCanadian Pacific Kansas City Ltd	$1.2M	0.51%	0.00%	+0.3%	Q2 2023
RTXRTX Corp	$1.17M	0.50%	0.00%	+1.0%	Q2 2023
STLDSteel Dynamics Inc	$1.15M	0.49%	0.00%	Not reported	Q1 2026
EATBrinker International, Inc	$1.03M	0.44%	0.01%	Not reported	Q1 2026
DPZDominos Pizza Inc	$963K	0.41%	0.01%	+41.4%	Q2 2023
HWKNHawkins Inc	$954K	0.41%	0.03%	0.0%	Q1 2026
GLWCorning Inc	$934K	0.40%	0.00%	-43.8%	Q1 2026
MCDMcdonalds Corp	$931K	0.40%	0.00%	+4.1%	Q2 2023
AXPAmerican Express Co	$911K	0.39%	0.00%	+0.1%	Q2 2023

Q1 2026Reported Apr 30, 2026109 positions
GRMNGarmin Ltd	$15.2M	7.76%	0.03%	-0.1%	Q2 2023
NVDANvidia Corp	$6.93M	3.53%	0.00%	+1293.5%	Q1 2024
GOOGLAlphabet Inc.	$5.95M	3.03%	0.00%	-1.0%	Q2 2023
AAPLApple Inc.	$5.07M	2.59%	0.00%	+39.5%	Q2 2023
AMATApplied Materials Inc	$4.36M	2.22%	0.00%	-1.8%	Q2 2023
MSFTMicrosoft Corp	$3.76M	1.92%	0.00%	+39.8%	Q2 2023
AVGOBroadcom Inc.	$3.75M	1.91%	0.00%	+286.0%	Q2 2023
ORLYO Reilly Automotive Inc	$3.61M	1.84%	0.00%	+1.4%	Q2 2023
NOCNorthrop Grumman Corp	$3.47M	1.77%	0.00%	+1.9%	Q2 2023
MAMastercard Inc	$3.35M	1.71%	0.00%	+1.9%	Q2 2023
APHAmphenol Corp	$3.29M	1.68%	0.00%	+1.5%	Q4 2023
JPMJPMorgan Chase & Co	$3.19M	1.62%	0.00%	-2.3%	Q2 2023
MOAltria Group, Inc.	$3M	1.53%	0.00%	+3.5%	Q2 2023
METAMeta Platforms, Inc.	$2.69M	1.37%	Not reported	+107.5%	Q2 2023
PMPhilip Morris International Inc.	$2.56M	1.30%	0.00%	+2.9%	Q2 2023
AMZNAmazon Com Inc	$2.46M	1.25%	0.00%	-7.1%	Q2 2023
STXSeagate Technology Holdings plc	$2.39M	1.22%	0.00%	New	Q1 2026
LMTLockheed Martin Corp	$2.11M	1.08%	0.00%	+2.3%	Q2 2023
MNSTMonster Beverage Corp	$2.03M	1.03%	0.00%	+1.8%	Q2 2023
VVisa Inc.	$2M	1.02%	0.00%	+2.9%	Q2 2023
CVXChevron Corp	$1.97M	1.00%	0.00%	+29.9%	Q2 2023
STESTERIS plc	$1.88M	0.96%	0.01%	+3.9%	Q2 2023
TJXTJX Companies Inc	$1.85M	0.94%	0.00%	+2.0%	Q2 2023
GOOGAlphabet Inc.	$1.8M	0.92%	Not reported	+89.7%	Q2 2023
ASRSoutheast Airport Group	$1.76M	0.90%	0.00%	+1.8%	Q2 2023
FNVFRANCO NEVADA Corp	$1.67M	0.85%	0.00%	+1.6%	Q2 2023
POWLPowell Industries Inc	$1.56M	0.79%	0.01%	New	Q1 2026
ABTAbbott Laboratories	$1.52M	0.78%	0.00%	+19.4%	Q2 2023
TPLTexas Pacific Land Corp	$1.4M	0.71%	0.00%	+2.0%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$1.33M	0.68%	Not reported	-2.6%	Q2 2023
TSCOTractor Supply Co	$1.3M	0.66%	0.01%	+6.2%	Q2 2023
UNPUnion Pacific Corp	$1.24M	0.63%	0.00%	+51.6%	Q2 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$1.23M	0.63%	Not reported	+0.2%	Q2 2023
RTXRTX Corp	$1.18M	0.60%	0.00%	+118.0%	Q2 2023
LLYELI LILLY & Co	$1.18M	0.60%	0.00%	+381.2%	Q4 2025
MUSAMurphy USA Inc.	$1.13M	0.57%	0.01%	+7.7%	Q3 2024
ETNEaton Corp plc	$1.11M	0.57%	0.00%	+160.4%	Q2 2023
CPCanadian Pacific Kansas City Ltd	$1.08M	0.55%	0.00%	+0.9%	Q2 2023
GSGoldman Sachs Group Inc	$1.05M	0.54%	0.00%	New	Q1 2026
HWKNHawkins Inc	$1.03M	0.53%	0.03%	New	Q1 2026
MCDMcdonalds Corp	$1.03M	0.52%	0.00%	-0.6%	Q2 2023
KLACKla Corp	$972K	0.50%	0.00%	New	Q1 2026
COPConocophillips	$968K	0.49%	0.00%	+19.1%	Q2 2023
AFRMAffirm Holdings, Inc.	$948K	0.48%	0.03%	New	Q1 2026
AMDAdvanced Micro Devices Inc	$914K	0.47%	0.00%	New	Q1 2026
STLDSteel Dynamics Inc	$900K	0.46%	0.00%	New	Q1 2026
GLWCorning Inc	$884K	0.45%	0.00%	New	Q1 2026
EATBrinker International, Inc	$878K	0.45%	0.01%	New	Q1 2026
TMOThermo Fisher Scientific Inc.	$866K	0.44%	0.00%	New	Q1 2026
DPZDominos Pizza Inc	$826K	0.42%	0.01%	+4.8%	Q2 2023

Q4 2025Reported Jan 23, 202669 positions
GRMNGarmin Ltd	$13.3M	8.99%	0.03%	+687.3%	Q2 2023
GOOGLAlphabet Inc.	$6.54M	4.41%	0.00%	-0.1%	Q2 2023
AAPLApple Inc.	$3.9M	2.63%	0.00%	-2.8%	Q2 2023
MAMastercard Inc	$3.75M	2.53%	0.00%	+0.4%	Q2 2023
JPMJPMorgan Chase & Co	$3.57M	2.41%	0.00%	+0.1%	Q2 2023
MSFTMicrosoft Corp	$3.52M	2.37%	0.00%	+1.9%	Q2 2023
ORLYO Reilly Automotive Inc	$3.51M	2.37%	0.00%	+0.9%	Q2 2023
APHAmphenol Corp	$3.47M	2.34%	0.00%	+1.2%	Q4 2023
AMATApplied Materials Inc	$3.34M	2.25%	0.00%	+0.7%	Q2 2023
AMZNAmazon Com Inc	$2.93M	1.98%	0.00%	+1.8%	Q2 2023
NOCNorthrop Grumman Corp	$2.85M	1.92%	0.00%	+1.6%	Q2 2023
MOAltria Group, Inc.	$2.53M	1.71%	0.00%	+1.4%	Q2 2023
PMPhilip Morris International Inc.	$2.41M	1.63%	0.00%	+2.8%	Q2 2023
VVisa Inc.	$2.26M	1.52%	0.00%	+2.6%	Q2 2023
MNSTMonster Beverage Corp	$2.11M	1.42%	0.00%	+2.2%	Q2 2023
STESTERIS plc	$2.08M	1.40%	0.01%	+2.1%	Q2 2023
TJXTJX Companies Inc	$1.74M	1.17%	0.00%	+3.6%	Q2 2023
ASRSoutheast Airport Group	$1.66M	1.12%	0.00%	+2.4%	Q2 2023
LMTLockheed Martin Corp	$1.65M	1.12%	0.00%	+2.9%	Q2 2023
ABTAbbott Laboratories	$1.55M	1.05%	0.00%	+2.5%	Q2 2023
METAMeta Platforms, Inc.	$1.49M	1.01%	Not reported	+2.3%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$1.43M	0.97%	Not reported	-1.0%	Q2 2023
NVONovo Nordisk A S	$1.38M	0.93%	Not reported	-8.2%	Q2 2023
FNVFRANCO NEVADA Corp	$1.38M	0.93%	0.00%	+2.4%	Q2 2023
TSCOTractor Supply Co	$1.35M	0.91%	0.01%	+6.4%	Q2 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$1.28M	0.86%	Not reported	-3.5%	Q2 2023
CVXChevron Corp	$1.12M	0.75%	0.00%	+2.6%	Q2 2023
AVGOBroadcom Inc.	$1.09M	0.73%	0.00%	-0.6%	Q2 2023
GOOGAlphabet Inc.	$1.04M	0.70%	Not reported	-4.8%	Q2 2023
AXPAmerican Express Co	$1.03M	0.70%	0.00%	-0.1%	Q2 2023
MCDMcdonalds Corp	$1.02M	0.69%	0.00%	-0.5%	Q2 2023
CPCanadian Pacific Kansas City Ltd	$1M	0.68%	0.00%	+1.2%	Q2 2023
DPZDominos Pizza Inc	$915K	0.62%	0.01%	+3.4%	Q2 2023
MUSAMurphy USA Inc.	$854K	0.58%	0.01%	+7.1%	Q3 2024
ADBEAdobe Inc.	$845K	0.57%	0.00%	-6.5%	Q2 2023
TPLTexas Pacific Land Corp	$831K	0.56%	0.00%	+7.2%	Q3 2025
BKNGBooking Holdings Inc.	$793K	0.53%	0.00%	-0.7%	Q2 2023
UNPUnion Pacific Corp	$782K	0.53%	0.00%	+5.4%	Q2 2023
CHEChemed Corp	$740K	0.50%	0.01%	+3.4%	Q1 2025
PEPPepsico Inc	$659K	0.44%	0.00%	Not reported	Q2 2023
QQQInvesco QQQ Trust, Series 1	$617K	0.42%	Not reported	+2.9%	Q2 2023
COPConocophillips	$576K	0.39%	0.00%	-1.6%	Q2 2023
INTUIntuit Inc.	$561K	0.38%	0.00%	+1.7%	Q2 2023
NVDANvidia Corp	$531K	0.36%	0.00%	-13.2%	Q1 2024
ISRGIntuitive Surgical Inc	$531K	0.36%	0.00%	-1.9%	Q2 2023
RTXRTX Corp	$514K	0.35%	0.00%	+0.3%	Q2 2023
PGPROCTER & GAMBLE Co	$473K	0.32%	0.00%	+0.2%	Q2 2023
CMICummins Inc	$458K	0.31%	0.00%	Not reported	Q2 2023
SBACSba Communications Corp	$447K	0.30%	0.00%	+3.3%	Q2 2023
IBMInternational Business Machines Corp	$444K	0.30%	0.00%	Not reported	Q2 2023

Q3 2025Reported Nov 5, 202568 positions
GOOGLAlphabet Inc.	$5.09M	3.83%	0.00%	+0.9%	Q2 2023
ORLYO Reilly Automotive Inc	$4.12M	3.10%	0.00%	+1.0%	Q2 2023
AAPLApple Inc.	$3.75M	2.82%	0.00%	+1.1%	Q2 2023
MAMastercard Inc	$3.73M	2.80%	0.00%	+2.1%	Q2 2023
MSFTMicrosoft Corp	$3.69M	2.78%	0.00%	+1.6%	Q2 2023
JPMJPMorgan Chase & Co	$3.49M	2.63%	0.00%	-0.2%	Q2 2023
APHAmphenol Corp	$3.14M	2.37%	0.00%	+3.9%	Q4 2023
NOCNorthrop Grumman Corp	$3M	2.26%	0.00%	+0.7%	Q2 2023
MOAltria Group, Inc.	$2.86M	2.15%	0.00%	+0.8%	Q2 2023
AMZNAmazon Com Inc	$2.74M	2.06%	0.00%	+1.2%	Q2 2023
AMATApplied Materials Inc	$2.64M	1.99%	0.00%	+2.0%	Q2 2023
PMPhilip Morris International Inc.	$2.37M	1.78%	0.00%	+5.2%	Q2 2023
VVisa Inc.	$2.14M	1.61%	0.00%	+1.1%	Q2 2023
GRMNGarmin Ltd	$2.05M	1.55%	0.00%	Not reported	Q2 2023
STESTERIS plc	$1.99M	1.49%	0.01%	+1.5%	Q2 2023
MNSTMonster Beverage Corp	$1.81M	1.36%	0.00%	+1.0%	Q2 2023
LMTLockheed Martin Corp	$1.66M	1.25%	0.00%	+0.5%	Q2 2023
NVONovo Nordisk A S	$1.64M	1.23%	Not reported	+1.2%	Q2 2023
METAMeta Platforms, Inc.	$1.63M	1.22%	Not reported	+2.0%	Q2 2023
ABTAbbott Laboratories	$1.62M	1.22%	0.00%	+1.1%	Q2 2023
ASRSoutheast Airport Group	$1.62M	1.22%	0.00%	+1.1%	Q2 2023
TJXTJX Companies Inc	$1.58M	1.19%	0.00%	+1.3%	Q2 2023
FNVFRANCO NEVADA Corp	$1.45M	1.09%	0.00%	+3.2%	Q2 2023
TSCOTractor Supply Co	$1.45M	1.09%	0.00%	+5.0%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$1.41M	1.06%	Not reported	-0.4%	Q2 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$1.28M	0.96%	Not reported	+0.1%	Q2 2023
CVXChevron Corp	$1.11M	0.83%	0.00%	+1.0%	Q2 2023
AVGOBroadcom Inc.	$1.04M	0.78%	0.00%	+1.8%	Q2 2023
MCDMcdonalds Corp	$1.02M	0.77%	0.00%	+0.6%	Q2 2023
CPCanadian Pacific Kansas City Ltd	$1M	0.75%	0.00%	+2.2%	Q2 2023
AXPAmerican Express Co	$927K	0.70%	0.00%	-0.1%	Q2 2023
DPZDominos Pizza Inc	$917K	0.69%	0.01%	+4.2%	Q2 2023
ADBEAdobe Inc.	$911K	0.69%	0.00%	+2.1%	Q2 2023
GOOGAlphabet Inc.	$848K	0.64%	Not reported	-1.9%	Q2 2023
TPLTexas Pacific Land Corp	$840K	0.63%	0.00%	New	Q3 2025
BKNGBooking Holdings Inc.	$804K	0.61%	0.00%	Not reported	Q2 2023
MUSAMurphy USA Inc.	$767K	0.58%	0.01%	+8.5%	Q3 2024
UNPUnion Pacific Corp	$759K	0.57%	0.00%	+0.8%	Q2 2023
CHEChemed Corp	$749K	0.56%	0.01%	+4.4%	Q1 2025
PEPPepsico Inc	$645K	0.48%	0.00%	+0.8%	Q2 2023
NVDANvidia Corp	$613K	0.46%	0.00%	+3.9%	Q1 2024
COPConocophillips	$591K	0.45%	0.00%	+0.1%	Q2 2023
QQQInvesco QQQ Trust, Series 1	$586K	0.44%	Not reported	Not reported	Q2 2023
INTUIntuit Inc.	$569K	0.43%	0.00%	Not reported	Q2 2023
PGPROCTER & GAMBLE Co	$506K	0.38%	0.00%	-2.2%	Q2 2023
RTXRTX Corp	$468K	0.35%	0.00%	+0.1%	Q2 2023
ETNEaton Corp plc	$452K	0.34%	0.00%	-0.9%	Q2 2023
CARRCARRIER GLOBAL Corp	$444K	0.33%	0.00%	-1.7%	Q2 2023
SBACSba Communications Corp	$432K	0.33%	0.00%	+2.4%	Q2 2023
ISRGIntuitive Surgical Inc	$428K	0.32%	0.00%	+11.7%	Q2 2023

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