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Portfolio (Quarterly) Guide ↗

Fortune Financial Advisors, LLC

· CIK 0001961828
13F Portfolio $196M AUM 148 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 53 New 58 Added 24 Reduced 4 Exited
Page 2 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BALT INNOVATOR ETFS TRUST 15,155.0 $507K 0.26% NEW $33.46 +1.9%
22 FSLR FIRST SOLAR INC Energy 2,325.0 $459K 0.23% NEW $197.26 +36.8%
23 FITB FIFTH THIRD BANCORP Financial Services 9,600.0 $446K 0.23% NEW $46.46 +7.2%
24 NRG NRG ENERGY INC Utilities 2,950.0 $431K 0.22% NEW $146.14 -3.9%
25 GM GENERAL MTRS CO Consumer Cyclical 5,600.0 $417K 0.21% NEW $74.50 +7.1%
26 STM STMICROELECTRONICS N V Technology 11,750.0 $406K 0.21% NEW $34.55 +104.6%
27 OKE ONEOK INC NEW Energy 4,325.0 $391K 0.20% NEW $90.39 +0.1%
28 NOK NOKIA CORP Technology 45,000.0 $362K 0.18% NEW $8.04 +104.6%
29 TRMB TRIMBLE INC Technology 5,375.0 $351K 0.18% NEW $65.23 -13.6%
30 SPAB SPDR SERIES TRUST 12,627.0 $323K 0.17% NEW $25.62 -0.7%
31 BK BANK NEW YORK MELLON CORP Financial Services 2,700.0 $320K 0.16% NEW $118.63 +18.9%
32 SCHW SCHWAB CHARLES CORP Financial Services 3,400.0 $320K 0.16% NEW $93.98 -4.9%
33 MRK MERCK & CO INC Healthcare 2,535.0 $305K 0.15% NEW $120.29 -0.4%
34 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,700.0 $304K 0.15% NEW $178.97 -12.5%
35 CSCO CISCO SYS INC Technology 3,774.0 $293K 0.15% NEW $77.60 +52.5%
36 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 7,900.0 $292K 0.15% NEW $37.01 +3.9%
37 JPIE J P MORGAN EXCHANGE TRADED F 6,282.0 $289K 0.15% NEW $46.07 -0.1%
38 VTV VANGUARD INDEX FDS 1,473.0 $289K 0.15% NEW $196.20 +8.1%
39 TOTALENERGIES SE 3,145.0 $286K 0.15% NEW $90.98
40 SPYM SPDR SERIES TRUST 3,680.0 $282K 0.14% NEW $76.54 +15.4%
Page 2 of 3  ·  53 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.2%
Industrials 12.5%
Financial Services 11.1%
Consumer Cyclical 10.7%
Communication Services 7.6%
Consumer Defensive 6.4%
Healthcare 6.3%
Energy 4.0%
Basic Materials 3.0%
Utilities 1.0%