Long-term investor
Fortis Advisors, LLC @fortisadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001697478).
Record
- Tracked since 2025-12-31 (257 days), 77 trades recorded
- Returns: week n/a · month n/a · 90 days +5.7% · 6 months n/a · 1 year n/a · all +9.5%
- Max drawdown n/a · win rate 7% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- STX · 6.1% · long · since 2025-12-31
- SCHP · 5.8% · long · since 2025-12-31
- EMXC · 5.2% · long · since 2025-12-31
- EMLC · 4.7% · long · since 2026-03-31
- VEA · 4.2% · long · since 2025-12-31
- BIV · 4.1% · long · since 2026-03-31
- BSV · 3.9% · long · since 2025-12-31
- ICOW · 3.9% · long · since 2025-12-31
- DBND · 3.5% · long · since 2025-12-31
- VIG · 2.6% · long · since 2025-12-31
- MLPX · 2.6% · long · since 2025-12-31
- AIRR · 2.6% · long · since 2025-12-31