Latest Fortune Financial Advisors, LLC Stock Portfolio
$233Million | No. of Holdings #163
Fortune Financial Advisors, LLC Performance
2026 Q2+11.36%
YTD+11.20%
2025+10.68%
About Fortune Financial Advisors, LLC and 13F Hedge Fund Stock Holdings
On 2026-07-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Fortune Financial Advisors, LLC reported an equity portfolio of $233.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Fortune Financial Advisors, LLC are GRMN, AMPS, AMAT. The fund has invested 6.7% of it's portfolio in GARMIN LTD and 5.2% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), INTUIT (INTU) and VANGUARD INDEX FDS (VB) stocks. They significantly reduced their stock positions in SEAGATE TECHNOLOGY HLDNGS PL (STX), CORNING INC (GLW) and NEBIUS GROUP N.V. (YNDX). Fortune Financial Advisors, LLC opened new stock positions in CRANE COMPANY (CR), HEICO CORP NEW (HEI) and INTEL CORP (INTC). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), TELEDYNE TECHNOLOGIES INC (TDY) and LINDE PLC (LIN).
Fortune Financial Advisors, LLC Equity Portfolio Value
Last Reported on: 22 Jul, 2026
$233Million
as of Jul 22, 2026Fortune Financial Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Fortune Financial Advisors, LLC made a return of 11.36% in the last quarter. In trailing 12 months, it's portfolio return was 16.59%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| crane company | 662,102 |
| heico corp new | 637,284 |
| intel corp | 545,820 |
| rbb fd inc | 511,124 |
| tyler technologies inc | 432,256 |
| honeywell intl inc | 345,702 |
| honeywell aerospace inc | 341,348 |
| american centy etf tr | 301,356 |
New stocks bought by Fortune Financial Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 522 |
| teledyne technologies inc | 191 |
| linde plc | 124 |
| american wtr wks co inc new | 106 |
| martin marietta matls inc | 94.4 |
| intuitive surgical inc | 66.07 |
| chemed corp new | 47.05 |
| dominos pizza inc | 41.37 |
Additions to existing portfolio by Fortune Financial Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| seagate technology hldngs pl | -43.93 |
| corning inc | -43.77 |
| nebius group n.v. | -40.81 |
| ishares tr | -40.46 |
| applied matls inc | -15.07 |
| innovator etfs trust | -8.61 |
| vaneck etf trust | -7.38 |
| nvidia corporation | -4.35 |
Fortune Financial Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| honeywell intl inc | -685,171 |
| intuit | -366,494 |
| vanguard index fds | -215,905 |
Fortune Financial Advisors, LLC got rid off the above stocks
Sector Distribution
Fortune Financial Advisors, LLC has about 28.2% of it's holdings in Technology sector.
- Technology
- Others
- Industrials
- Consumer Cyclical
- Utilities
- Financial Services
- Communication Services
- Healthcare
- Consumer Defensive
- Energy
- Basic Materials
| Sector | % |
|---|---|
| Technology | 28.2 |
| Others | 24.9 |
| Industrials | 8.7 |
| Consumer Cyclical | 7.4 |
| Utilities | 6.6 |
| Financial Services | 5.9 |
| Communication Services | 5.4 |
| Healthcare | 4.9 |
| Consumer Defensive | 4.8 |
| Energy | 1.4 |
| Basic Materials | 1.4 |
Market Cap. Distribution
Fortune Financial Advisors, LLC has about 64.3% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- MEGA-CAP
- UNALLOCATED
- MID-CAP
| Category | % |
|---|---|
| LARGE-CAP | 32.3 |
| MEGA-CAP | 32 |
| UNALLOCATED | 25.1 |
| MID-CAP | 10.5 |
Stocks belong to which Index?
About 71.1% of the stocks held by Fortune Financial Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| S&P 500 | 62.6 |
| Others | 29 |
| RUSSELL 2000 | 8.5 |
Fortune Financial Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Fortune Financial Advisors, LLC
Fortune Financial Advisors, LLC has 163 stocks in it's portfolio. About 33.1% of the portfolio is in top 10 stocks. NOC proved to be the most loss making stock for the portfolio. AMAT was the most profitable stock for Fortune Financial Advisors, LLC last quarter.
$233.74MTotal Value
166Positions
22 Jul, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 2.48% | 20,006 | $5.79M 2.48% | 0.06%increased 0.06 percentadded | ||
 AAXJ Ishares TrIshares TrAAXJ | 1.33% | 26,577 | $3.12M 1.33% | 0.98%increased 0.98 percentadded | |
 Abbvie Inc Abbvie IncABBV Fortune Financial Advisors, LLC's holding in Abbvie Inc over time | 0.27% | 2,542 | $639.5K 0.27% | 2.57%decreased 2.57 percentreduced | |
 Abbott Laboratories Fortune Financial Advisors, LLC's holding in Abbott Laboratories over time | 0.72% | 18,585 | $1.69M 0.72% | 25.47%increased 25.47 percentadded | |
 ACWF Ishares TrIshares TrACWF | 0.24% | 10,693 | $570.2K 0.24% | 21.48%increased 21.48 percentadded | |
ACWF Ishares TrIshares TrACWF | 0.11% | 5,421 | $250.2K 0.11% | 0.35%increased 0.35 percentadded | |
| 0.21% | 2,390 | $490.0K 0.21% | 0.59%increased 0.59 percentadded | ||
 AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.54% | 10,062 | $1.26M 0.54% | 12.25%increased 12.25 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.13% | 2,924 | $301.4K 0.13% | Newnew position | |
 AFK Vaneck Etf TrustVaneck Etf TrustAFK | 2.25% | 50,608 | $5.26M 2.25% | 7.38%decreased 7.38 percentreduced | |
AFK Vaneck Etf TrustVaneck Etf TrustAFK | 0.27% | 21,266 | $621.8K 0.27% | 0.49%increased 0.49 percentadded | |
AFK Vaneck Etf TrustVaneck Etf TrustAFK | 0.09% | 321 | $210.5K 0.09% | Newnew position | |
 Affirm Hldgs Inc Affirm Hldgs IncAFRM Fortune Financial Advisors, LLC's holding in Affirm Hldgs Inc over time | 0.72% | 20,700 | $1.69M 0.72% | 0%unchanged 0 percentunchanged | |
 AGT Ishares TrIshares TrAGT | 0.12% | 5,489 | $277.7K 0.12% | 0.13%increased 0.13 percentadded | |
AGT Ishares TrIshares TrAGT | 0.1% | 5,348 | $246.2K 0.1% | 40.46%decreased 40.46 percentreduced | |
 Applied Matls Inc Fortune Financial Advisors, LLC's holding in Applied Matls Inc over time | 3.35% | 10,842 | $7.84M 3.35% | 15.07%decreased 15.07 percentreduced | |
 Advanced Micro Devices Inc Fortune Financial Advisors, LLC's holding in Advanced Micro Devices Inc over time | 1.09% | 4,407 | $2.56M 1.09% | 1.89%decreased 1.89 percentreduced | |
| 0.35% | 2,270 | $821.9K 0.35% | 0%unchanged 0 percentunchanged | ||
 Ishares Tr Ishares TrAMPS Fortune Financial Advisors, LLC's holding in Ishares Tr over time | 5.2% | 126,013 | $12.16M 5.2% | 0.84%decreased 0.84 percentreduced | |
Ishares Tr Ishares TrAMPS Fortune Financial Advisors, LLC's holding in Ishares Tr over time | 0.99% | 26,453 | $2.32M 0.99% | 2.48%increased 2.48 percentadded | |
