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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 6 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 STM STMICROELECTRONICS N V Technology 11,750.0 $406K 0.21% NEW $34.55 +96.2%
102 SMMV ISHARES TR 8,982.0 $392K 0.20% -1K -10.2% $43.62 +2.3%
103 OKE ONEOK INC NEW Energy 4,325.0 $391K 0.20% NEW $90.39 -1.3%
104 ASML ASML HLDG NV Technology 283.0 $374K 0.19% +10.0 +3.7% $1320.83 +21.2%
105 INTU INTUIT Technology 848.0 $366K 0.19% $432.19 -29.0%
106 GLD SPDR GOLD TR Financial Services 847.0 $364K 0.19% +182.0 +27.4% $430.29 -5.1%
107 IBM INTERNATIONAL BUSINESS MACHS Technology 1,500.0 $364K 0.18% $242.39 +5.4%
108 NOK NOKIA CORP Technology 45,000.0 $362K 0.18% NEW $8.04 +94.5%
109 TRMB TRIMBLE INC Technology 5,375.0 $351K 0.18% NEW $65.23 -16.2%
110 WM WASTE MGMT INC DEL Industrials 1,456.0 $335K 0.17% +18.0 +1.2% $229.79 -6.3%
111 OTIS OTIS WORLDWIDE CORP Industrials 4,280.0 $330K 0.17% +452.0 +11.8% $77.07 -6.4%
112 SPAB SPDR SERIES TRUST 12,627.0 $323K 0.17% NEW $25.62 -0.6%
113 BK BANK NEW YORK MELLON CORP Financial Services 2,700.0 $320K 0.16% NEW $118.63 +17.5%
114 SCHW SCHWAB CHARLES CORP Financial Services 3,400.0 $320K 0.16% NEW $93.98 -8.3%
115 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,307.0 $314K 0.16% +443.0 +23.8% $136.08 -8.4%
116 IWP ISHARES TR 2,436.0 $312K 0.16% +40.0 +1.7% $128.13 +9.8%
117 MRK MERCK & CO INC Healthcare 2,535.0 $305K 0.15% NEW $120.29 +0.3%
118 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,700.0 $304K 0.15% NEW $178.97 -12.8%
119 SDY SPDR SERIES TRUST 2,041.0 $298K 0.15% -175.0 -7.9% $145.96 +2.9%
120 CSCO CISCO SYS INC Technology 3,774.0 $293K 0.15% NEW $77.60 +54.0%
Page 6 of 8  ·  148 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%