Fortune Financial Advisors, LLC
Sector Allocation
- Technology36.2%$84.6M
- Other25.9%$60.6M
- Financials8.8%$20.5M
- Consumer Discretionary7.1%$16.7M
- Industrials7.1%$16.6M
- Consumer Staples5.3%$12.3M
- Healthcare4.9%$11.4M
- Materials2.1%$4.9M
- Energy1.5%$3.6M
- Utilities0.8%$2.0M
AUM History
13fpro.ai/research/fund/fortune-financial-advisors-llc-1961828
Conviction and streaks
Diversifying · top 10 = 33.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
GRMN
$15.6M- ISHARES$12.2M
AMAT
$7.8MGOOGL
$7.7MNVDA
$7.6MAAPL
$5.8M- VANGUARD$5.7M
- VANECK$5.3M
APH
$5.2MAVGO
$4.6MMSFT
$4.2MORLY
$4.0M- VANGUARD$3.9M
MA
$3.8MJPM
$3.8MMO
$3.6MSTX
$3.3MAMZN
$3.2MPM
$3.2MMNST
$3.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/fortune-financial-advisors-llc-1961828
Fortune Financial Advisors, LLC 13F holdings — Q2 2026
$233.7M portfolio (+19.1% QoQ) · 163 holdings · Q2 2026 13F · top 10 are 33% of the stock portfolio
$15.6M
6.7% of stocks
No changeThis quarter+21.8%Since filed8+ qtrsHeld- 2
ISHARES TR - MSCI USA MIN ETF
$12.2M
5.2% of stocks
-0.8%This quarter—Since filed—HeldAIQuality—Est. buy— $7.8M
3.4% of stocks
-15%This quarter-30.0%Since filed8+ qtrsHeldAIQuality71.6#175Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$7.7M
3.3% of stocks
+4%This quarter-8.1%Since filed8+ qtrsHeld$7.6M
3.3% of stocks
-4%This quarter+1.9%Since filed8+ qtrsHeld$5.8M
2.5% of stocks
+0.1%This quarter+5.5%Since filed8+ qtrsHeld- 7
VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS
$5.7M
2.4% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANECK ETF TRUST - MRNGSTR WDE MOAT
$5.3M
2.3% of stocks
-7%This quarter—Since filed—HeldAIQuality—Est. buy— $5.2M
2.2% of stocks
+14%This quarter-4.4%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 7 qtrs in a row$4.6M
2.0% of stocks
-0.1%This quarter-17.1%Since filed8+ qtrsHeld
All holdings — Fortune Financial Advisors, LLC (Q2 2026)
163 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MICROSOFT CORP | Technology | $4.2M | 1.8% | 11K | +11% | 8+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $4.0M | 1.7% | 44K | +13% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | VANGUARD MALVERN FDS - STRM INFPROIDXetf/fund | — | $3.9M | 1.6% | 77K | +10% | — | — | 13F |
| 14 | Mastercard Inc | Financials | $3.8M | 1.6% | 7,451 | +11% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | JPMORGAN CHASE & CO | Financials | $3.8M | 1.6% | 11K | +6% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | ALTRIA GROUP, INC. | Consumer Staples | $3.6M | 1.6% | 51K | +11% | 8+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Seagate Technology Holdings plc | Technology | $3.3M | 1.4% | 3,420 | -44% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | AMAZON COM INC | Consumer Discretionary | $3.2M | 1.4% | 13K | +13% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Philip Morris International Inc. | Consumer Staples | $3.2M | 1.4% | 18K | +14% | 8+ qtrsAdded 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Monster Beverage Corp | Consumer Staples | $3.1M | 1.3% | 33K | +16% | 8+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | ISHARES TR - 3 7 YR TREAS BDetf/fund | — | $3.1M | 1.3% | 27K | +1.0% | — | — | 13F |
| 22 | NORTHROP GRUMMAN CORP /DE/ | Technology | $2.9M | 1.2% | 5,659 | +11% | 8+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | VISA INC. | Financials | $2.7M | 1.1% | 7,828 | +18% | 8+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Meta Platforms, Inc. | Technology | $2.7M | 1.1% | 4,758 | +1% | 8+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | ADVANCED MICRO DEVICES INC | Technology | $2.6M | 1.1% | 4,407 | -2% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $POWL | POWELL INDUSTRIES INC | Technology | $2.5M | 1.1% | 8,625 | +200% | |||
| 27 | — | ISHARES TR - MSCI USA MMENTM | — | $2.5M | 1.1% | 7,182 | +14% | |||
| 28 | $IVZ | Invesco Ltd. | Financials | $2.5M | 1.1% | 12K | -4% | |||
| 29 | — | ISHARES TR - MSCI EAFE MIN VL | — | $2.3M | 1.0% | 26K | +2% | |||
| 30 | $GOOG | Alphabet Inc. | Technology | $2.2M | 0.9% | 6,181 | -2% | |||
| 31 | $STE | STERIS plc | Healthcare | $2.1M | 0.9% | 10K | +19% | |||
| 32 | $LLY | ELI LILLY & Co | Healthcare | $2.1M | 0.9% | 1,744 | +36% | |||
| 33 | $LMT | LOCKHEED MARTIN CORP | Industrials | $2.1M | 0.9% | 4,078 | +17% | |||
| 34 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $2.1M | 0.9% | 14K | +18% | |||
| 35 | — | ISHARES TR - TIPS BD ETF | — | $2.0M | 0.9% | 18K | +0.4% | |||
| 36 | $KLAC | KLA CORP | Technology | $1.9M | 0.8% | 6,435 | +875% | |||
| 37 | $ASR | SOUTHEAST AIRPORT GROUP | Industrials | $1.9M | 0.8% | 6,188 | +18% | |||
| 38 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $1.8M | 0.8% | 36K | -9% | |||
| 39 | $CVX | CHEVRON CORP | Energy | $1.8M | 0.8% | 11K | +12% | |||
| 40 | $UNP | UNION PACIFIC CORP | Industrials | $1.8M | 0.8% | 6,463 | +26% | |||
| 41 | $AFRM | Affirm Holdings, Inc. | Financials | $1.7M | 0.7% | 21K | — | |||
| 42 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.7M | 0.7% | 19K | +25% | |||
| 43 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $1.6M | 0.7% | 18K | +23% | |||
| 44 | $MUSA | Murphy USA Inc. | Consumer Discretionary | $1.6M | 0.7% | 2,974 | +30% | |||
| 45 | $FNV | FRANCO NEVADA Corp | Materials | $1.6M | 0.7% | 7,598 | +12% | |||
| 46 | $TPL | Texas Pacific Land Corp | Financials | $1.6M | 0.7% | 3,568 | +21% | |||
| 47 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.5M | 0.7% | 2,030 | -0.7% | |||
| 48 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $1.4M | 0.6% | 2,666 | +0.1% | |||
| 49 | $ETN | Eaton Corp plc | Industrials | $1.4M | 0.6% | 3,213 | +3% | |||
| 50 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.4M | 0.6% | 1,981 | +1.0% | |||
| 51 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.3M | 0.5% | 1,245 | — | |||
| 52 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $1.3M | 0.5% | 10K | +12% | |||
| 53 | $CHE | CHEMED CORP | Healthcare | $1.2M | 0.5% | 2,669 | +47% | |||
| 54 | $TSCO | TRACTOR SUPPLY CO /DE/ | Consumer Discretionary | $1.2M | 0.5% | 38K | +32% | |||
| 55 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $1.2M | 0.5% | 14K | +0.3% | |||
| 56 | $RTX | RTX Corp | Industrials | $1.2M | 0.5% | 6,168 | +1.0% | |||
| 57 | $STLD | STEEL DYNAMICS INC | Materials | $1.1M | 0.5% | 5,000 | — | |||
| 58 | — | ISHARES TR - CORE S&P MCP ETF | — | $1.1M | 0.5% | 15K | -0.3% | |||
| 59 | $EAT | BRINKER INTERNATIONAL, INC | Consumer Discretionary | $1.0M | 0.4% | 6,150 | — | |||
| 60 | $DPZ | DOMINOS PIZZA INC | Consumer Discretionary | $963K | 0.4% | 3,253 | +41% | |||
| 61 | $HWKN | HAWKINS INC | Consumer Staples | $954K | 0.4% | 6,716 | +0.0% | |||
| 62 | — | ISHARES TR - 7-10 YR TRSY BD | — | $940K | 0.4% | 9,945 | -0.2% | |||
| 63 | $GLW | CORNING INC /NY | Materials | $934K | 0.4% | 3,655 | -44% | |||
| 64 | $MCD | MCDONALDS CORP | Consumer Discretionary | $931K | 0.4% | 3,445 | +4% | |||
| 65 | $AXP | AMERICAN EXPRESS CO | Financials | $911K | 0.4% | 2,693 | +0.1% | |||
| 66 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $883K | 0.4% | 1,762 | — | |||
| 67 | $STM | STMicroelectronics N.V. | Technology | $880K | 0.4% | 12K | — | |||
| 68 | $ENS | EnerSys | Technology | $842K | 0.4% | 3,600 | — | |||
| 69 | — | VANGUARD WELLINGTON FD - SHORT TRM TAX EX | — | $835K | 0.4% | 8,239 | +9% | |||
| 70 | $AMGN | AMGEN INC | Healthcare | $822K | 0.3% | 2,270 | — | |||
| 71 | $AXON | AXON ENTERPRISE, INC. | Industrials | $817K | 0.3% | 1,457 | — | |||
| 72 | $RY | ROYAL BANK OF CANADA | Financials | $786K | 0.3% | 3,800 | — | |||
| 73 | $TDY | TELEDYNE TECHNOLOGIES INC | Technology | $777K | 0.3% | 1,165 | +192% | |||
| 74 | $COP | CONOCOPHILLIPS | Energy | $763K | 0.3% | 7,338 | +0.1% | |||
| 75 | $TKR | TIMKEN CO | Industrials | $734K | 0.3% | 5,050 | — | |||
| 76 | $PEP | PEPSICO INC | Consumer Staples | $704K | 0.3% | 5,199 | +3% | |||
| 77 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $701K | 0.3% | 2,961 | +0.2% | |||
| 78 | — | ISHARES TR - CORE S&P SCP ETF | — | $687K | 0.3% | 4,634 | -3% | |||
| 79 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $670K | 0.3% | 910 | — | |||
| 80 | $CR | Crane Co | Industrials | $662K | 0.3% | 2,968 | New | |||
| 81 | $TOL | Toll Brothers, Inc. | Industrials | $659K | 0.3% | 4,000 | — | |||
| 82 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $651K | 0.3% | 3,650 | +2400% | |||
| 83 | $ABBV | AbbVie Inc. | Healthcare | $640K | 0.3% | 2,542 | -3% | |||
| 84 | $CMI | CUMMINS INC | Industrials | $639K | 0.3% | 897 | — | |||
| 85 | $HEI | HEICO CORP | Industrials | $637K | 0.3% | 1,789 | New | |||
| 86 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $631K | 0.3% | 1,586 | +66% | |||
| 87 | $AWK | American Water Works Company, Inc. | Utilities | $627K | 0.3% | 4,762 | +106% | |||
| 88 | — | VANECK ETF TRUST - FALLEN ANGEL HG | — | $622K | 0.3% | 21K | +0.5% | |||
| 89 | $NOK | NOKIA CORP | Technology | $598K | 0.3% | 45K | — | |||
| 90 | $BEPC | Brookfield Renewable Corp | Utilities | $586K | 0.3% | 16K | — | |||
| 91 | — | ISHARES TR - MSCI INTL MOMENT | — | $570K | 0.2% | 11K | +21% | |||
| 92 | $CARR | CARRIER GLOBAL Corp | Industrials | $550K | 0.2% | 7,503 | +3% | |||
| 93 | $FSLR | FIRST SOLAR, INC. | Technology | $549K | 0.2% | 2,325 | — | |||
| 94 | $ASML | ASML HOLDING NV | Technology | $547K | 0.2% | 275 | -3% | |||
| 95 | — | ISHARES TR - CORE MSCI EAFE | — | $547K | 0.2% | 5,664 | +2% | |||
| 96 | $INTC | INTEL CORP | Technology | $546K | 0.2% | 3,909 | New | |||
| 97 | $FITB | FIFTH THIRD BANCORP | Financials | $541K | 0.2% | 9,600 | — | |||
| 98 | $LIN | LINDE PLC | Materials | $523K | 0.2% | 1,008 | +124% | |||
| 99 | — | ISHARES TR - MSCI USA QLT FCT | — | $514K | 0.2% | 2,343 | +0.0% | |||
| 100 | — | RBB FD INC - FM ULTRASHORT TR | — | $511K | 0.2% | 10K | New | |||
| 101 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | — | $511K | 0.2% | 15K | -2% | |||
| 102 | — | ISHARES TR - CORE S&P500 ETF | — | $511K | 0.2% | 682 | — | |||
| 103 | $ADBE | ADOBE INC. | Technology | $490K | 0.2% | 2,390 | +0.6% | |||
| 104 | $GE | GENERAL ELECTRIC CO | Industrials | $455K | 0.2% | 1,217 | +34% | |||
| 105 | $FDX | FEDEX CORP | Industrials | $454K | 0.2% | 1,450 | — | |||
| 106 | $CSCO | CISCO SYSTEMS, INC. | Technology | $444K | 0.2% | 3,776 | +0.1% | |||
| 107 | $TYL | TYLER TECHNOLOGIES INC | Technology | $432K | 0.2% | 1,478 | New | |||
| 108 | $GM | General Motors Co | Consumer Discretionary | $432K | 0.2% | 5,600 | — | |||
| 109 | $NRG | NRG ENERGY, INC. | Utilities | $431K | 0.2% | 2,950 | — | |||
| 110 | $PSX | Phillips 66 | Energy | $426K | 0.2% | 2,520 | — | |||
| 111 | $SBAC | SBA COMMUNICATIONS CORP | Real Estate | $422K | 0.2% | 2,392 | +0.0% | |||
| 112 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $422K | 0.2% | 1,500 | — | |||
| 113 | $MLM | MARTIN MARIETTA MATERIALS INC | Materials | $421K | 0.2% | 729 | +94% | |||
| 114 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $413K | 0.2% | 2,816 | +0.0% | |||
| 115 | $NBIS | Nebius Group N.V. | Technology | $397K | 0.2% | 1,436 | -41% | |||
| 116 | $BNY | Bank of New York Mellon Corp | Financials | $390K | 0.2% | 2,700 | — | |||
| 117 | $MGM | MGM Resorts International | Consumer Discretionary | $378K | 0.2% | 7,900 | — | |||
| 118 | $OKE | ONEOK INC /NEW/ | Energy | $376K | 0.2% | 4,325 | — | |||
| 119 | $QCOM | QUALCOMM INC/DE | Technology | $360K | 0.1% | 1,947 | +0.1% | |||
| 120 | — | ISHARES TR - RUS MD CP GR ETF | — | $357K | 0.1% | 2,437 | +0.0% | |||
| 121 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | — | $351K | 0.1% | 7,616 | +21% | |||
| 122 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $346K | 0.1% | 1,544 | -49% | |||
| 123 | $HONA | Honeywell Aerospace Inc. | Industrials | $341K | 0.1% | 1,544 | New | |||
| 124 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $341K | 0.1% | 3,877 | +5% | |||
| 125 | $OTIS | Otis Worldwide Corp | Industrials | $335K | 0.1% | 4,672 | +9% | |||
| 126 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $330K | 0.1% | 3,832 | +522% | |||
| 127 | $MRK | Merck & Co., Inc. | Healthcare | $326K | 0.1% | 2,535 | — | |||
| 128 | $WM | WASTE MANAGEMENT INC | Utilities | $325K | 0.1% | 1,456 | — | |||
| 129 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | — | $323K | 0.1% | 13K | +0.2% | |||
| 130 | — | VANGUARD INDEX FDS - VALUE ETF | — | $321K | 0.1% | 1,475 | +0.1% | |||
| 131 | $SCHW | SCHWAB CHARLES CORP | Financials | $314K | 0.1% | 3,400 | — | |||
| 132 | $GLD | SPDR GOLD TRUST | Financials | $312K | 0.1% | 847 | — | |||
| 133 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $311K | 0.1% | 2,041 | — | |||
| 134 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | — | $301K | 0.1% | 2,924 | New | |||
| 135 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | — | $279K | 0.1% | 2,990 | +4% | |||
| 136 | — | ISHARES TR - CORE INTL AGGR | — | $278K | 0.1% | 5,489 | +0.1% | |||
| 137 | $TRMB | TRIMBLE INC. | Technology | $275K | 0.1% | 5,375 | — | |||
| 138 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | — | $271K | 0.1% | 5,763 | +0.4% | |||
| 139 | $KO | COCA COLA CO | Consumer Staples | $269K | 0.1% | 3,307 | — | |||
| 140 | $TDG | TransDigm Group INC | Industrials | $268K | 0.1% | 201 | New | |||
| 141 | $MTD | METTLER TOLEDO INTERNATIONAL INC/ | Healthcare | $266K | 0.1% | 208 | — | |||
| 142 | $NEU | NEWMARKET CORP | Materials | $264K | 0.1% | 334 | — | |||
| 143 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | — | $258K | 0.1% | 3,408 | +0.9% | |||
| 144 | $UHS | UNIVERSAL HEALTH SERVICES INC | Healthcare | $253K | 0.1% | 1,700 | — | |||
| 145 | — | ISHARES TR - CORE UNIVRSL USD | — | $250K | 0.1% | 5,421 | +0.4% | |||
| 146 | — | ISHARES TR - SP SMCP600VL ETF | — | $250K | 0.1% | 1,826 | +0.1% | |||
| 147 | — | ISHARES TR - MSCI USA SMCP MN | — | $246K | 0.1% | 5,348 | -40% | |||
| 148 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $245K | 0.1% | 4,638 | +0.1% | |||
| 149 | $TTE | TotalEnergies SE | Energy | $245K | 0.1% | 3,145 | — | |||
| 150 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $240K | 0.1% | 7,079 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 17 new, 83 added to, 22 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (17)
$CRCrane Co$662K
first bought this quarter
$HEIHEICO CORP$637K
first bought this quarter
$INTCINTEL CORP$546K
first bought this quarter
- RBB FD INC - FM ULTRASHORT TR$511K
first bought this quarter
$TYLTYLER TECHNOLOGIES INC$432K
first bought this quarter
$HONAHoneywell Aerospace Inc.$341K
first bought this quarter
+11 more in the Excel export
Added to (83)
$KLACKLA CORP+875%
now $1.9M · held 2 qtrs
$POWLPOWELL INDUSTRIES INC+200%
now $2.5M · held 2 qtrs
now $5.2M · held 8+ qtrs, 7 adds in a row
$BKNGBooking Holdings Inc.+2400%
now $651K · held 8+ qtrs
$LLYELI LILLY & Co+36%
now $2.1M · held 3 qtrs, 3 adds in a row
$TDYTELEDYNE TECHNOLOGIES INC+192%
now $777K · held 2 qtrs, 2 adds in a row
+77 more in the Excel export
Trimmed (22)
now $3.3M · held 2 qtrs
now $7.8M · held 8+ qtrs, 2 trims in a row
$GLWCORNING INC /NY-44%
now $934K · held 2 qtrs
- VANECK ETF TRUST - MRNGSTR WDE MOAT-7%
now $5.3M
now $7.6M · held 8+ qtrs
$HONHONEYWELL INTERNATIONAL INC-49%
now $346K · held 8+ qtrs
+16 more in the Excel export
Sold out (2)
$INTUINTUIT INC.was $366K
held 9+ qtrs
- VANGUARD INDEX FDSwas $216K
Holdings by quarter
Every 13F Fortune Financial Advisors, LLC has filed, 12 earlier quarters. Pick one to see what it held then.
Is it too late to follow Fortune Financial Advisors?
Q2 2026 13F filed with the SEC on Jul 22, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Fortune Financial Advisors's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+3.3%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 9% over the last 4
Top 10 weight
33%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
78%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Fortune Financial Advisors, LLC disclosed 163 positions worth $233.7M in its Form 13F-HR for Q2 2026, led by $GRMN (GARMIN LTD) at 6.7% of the equity portfolio. During the quarter the fund opened 17 new positions and exited 2 — including a new stake in $CR and a full exit from $INTU. The portfolio is most concentrated in Technology (36.2% of disclosed assets). All figures are sourced directly from Fortune Financial Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1961828.
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