StockDriftsStockDriftsTop 50 Fortis Capital Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | Nvidia Corporation Com | 5.57% | 243.7K | $42.5M | +11.94%(+25.99K) | $37.04(+509.65%) | 2026-03-31 | |
| QQQ | Invesco QQQ Trust | 4.68% | 61.9K | $35.7M | +1.47%(+896) | $319.02(+124.04%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 4.29% | 1.28M | $32.7M | -9.32%(-131.24K) | $22.84(+27.71%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 4.17% | 1.14M | $31.9M | -14.92%(-200.68K) | $23.82(+27.99%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF | 4.16% | 48.9K | $31.8M | +0.93%(+452) | $450.35(+64.83%) | 2026-03-31 | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | 3.98% | 1.04M | $30.4M | +0.91%(+9.42K) | $26.66(+28.75%) | 2026-03-31 | |
| AAPL | Apple Inc Com | 2.89% | 87.0K | $22.1M | +23.60%(+16.62K) | $170.62(+75.17%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 2.78% | 856.3K | $21.2M | +4.36%(+35.74K) | $19.62(+39.20%) | 2026-03-31 | |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 2.53% | 211.1K | $19.3M | +30.09%(+48.81K) | $91.56(-0.08%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.3% | 26.9K | $17.6M | +31.05%(+6.37K) | $602.93(+23.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.76% | +71.75% |
| Top 20 Holdings Unweighted | +19.15% | +69.15% |
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