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Portfolio (Quarterly) Guide ↗

Fortune Financial Advisors, LLC

· CIK 0001961828
13F Portfolio $148M AUM 99 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 99 New
Page 3 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AXP AMERICAN EXPRESS CO Financial Services 2,789.0 $1.0M 0.70% NEW $369.99 -15.0%
42 MCD MCDONALDS CORP Consumer Cyclical 3,330.0 $1.0M 0.69% NEW $305.62 -7.5%
43 CANADIAN PACIFIC KANSAS CITY 13,623.0 $1.0M 0.68% NEW $73.63
44 IEF ISHARES TR 10,179.0 $979K 0.66% NEW $96.16 -1.8%
45 IJH ISHARES TR 14,722.0 $972K 0.66% NEW $66.00 +13.0%
46 DPZ DOMINOS PIZZA INC Consumer Cyclical 2,195.0 $915K 0.62% NEW $416.78 -23.6%
47 MUSA MURPHY USA INC Consumer Cyclical 2,117.0 $854K 0.58% NEW $403.49 +28.2%
48 ADBE ADOBE INC Technology 2,415.0 $845K 0.57% NEW $349.99 -31.2%
49 TPL TEXAS PACIFIC LAND CORPORATI Energy 2,893.0 $831K 0.56% NEW $287.25 +42.1%
50 BKNG BOOKING HOLDINGS INC Consumer Cyclical 148.0 $793K 0.53% NEW $5355.33 -96.8%
51 UNP UNION PAC CORP Industrials 3,382.0 $782K 0.53% NEW $231.32 +19.6%
52 AVUV AMERICAN CENTY ETF TR 7,425.0 $757K 0.51% NEW $101.98 +19.3%
53 CHE CHEMED CORP NEW Healthcare 1,729.0 $740K 0.50% NEW $427.90 +3.0%
54 VTES VANGUARD WELLINGTON FD 7,067.0 $718K 0.48% NEW $101.57 -0.5%
55 VIG VANGUARD SPECIALIZED FUNDS 3,218.0 $707K 0.48% NEW $219.78 +6.1%
56 PEP PEPSICO INC Consumer Defensive 4,590.0 $659K 0.44% NEW $143.52 +3.4%
57 IJR ISHARES TR 5,217.0 $627K 0.42% NEW $120.18 +16.5%
58 QQQ INVESCO QQQ TR Financial Services 1,004.0 $617K 0.42% NEW $614.20 +18.4%
59 COP CONOCOPHILLIPS Energy 6,155.0 $576K 0.39% NEW $93.62 +23.7%
60 INTU INTUIT Technology 847.0 $561K 0.38% NEW $662.78 -52.8%
Page 3 of 5  ·  99 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 31.7%
Financial Services 14.4%
Consumer Cyclical 13.3%
Industrials 10.6%
Communication Services 9.2%
Consumer Defensive 8.5%
Healthcare 7.2%
Energy 2.8%
Basic Materials 1.6%
Real Estate 0.5%