Latest Fortune Financial Advisors, LLC Stock Portfolio

Fortune Financial Advisors, LLC Performance:

2025 Q4: -0.74%YTD: -9.75%2024: 4.22%

Performance for 2025 Q4 is -0.74%, and YTD is -9.75%, and 2024 is 4.22%.

About Fortune Financial Advisors, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Fortune Financial Advisors, LLC reported an equity portfolio of $148.3 Millions as of 31 Dec, 2025.

The top stock holdings of Fortune Financial Advisors, LLC are GRMN, AMPS, GOOG. The fund has invested 9% of it's portfolio in GARMIN LTD and 8% of portfolio in ISHARES TR.

The fund managers got completely rid off UNIVERSAL DISPLAY CORP (OLED) and BERKSHIRE HATHAWAY INC DEL stocks. They significantly reduced their stock positions in ISHARES TR (IJR), NVIDIA CORPORATION (NVDA) and BOOZ ALLEN HAMILTON HLDG COR (BAH). Fortune Financial Advisors, LLC opened new stock positions in VANGUARD INSTL INDEX FD, ELI LILLY & CO (LLY) and SPDR GOLD TR (GLD). The fund showed a lot of confidence in some stocks as they added substantially to GARMIN LTD (GRMN), TEXAS PACIFIC LAND CORPORATI (TPL) and VANGUARD WELLINGTON FD (VFLQ).

Fortune Financial Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Fortune Financial Advisors, LLC made a return of -0.74% in the last quarter. In trailing 12 months, it's portfolio return was -9.75%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard instl index fd	402,730
eli lilly & co	285,865
spdr gold tr	263,546
ishares tr	213,870
ishares tr	204,724
invesco exchange traded fd t	203,896
schwab strategic tr	201,400

New stocks bought by Fortune Financial Advisors, LLC

Additions

Ticker	% Inc.
garmin ltd	687
texas pacific land corporati	221
vanguard wellington fd	60.29
ishares tr	53.35
american wtr wks co inc new	15.7
american centy etf tr	8.02
spdr series trust	7.22
murphy usa inc	7.14

Additions to existing portfolio by Fortune Financial Advisors, LLC

Reductions

Ticker	% Reduced
ishares tr	-14.32
nvidia corporation	-13.22
ishares tr	-10.99
booz allen hamilton hldg cor	-10.42
invesco exchange traded fd t	-9.87
novo-nordisk a s	-8.23
adobe inc	-6.5
ishares tr	-5.63

Fortune Financial Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
universal display corp	-287,801
berkshire hathaway inc del	-204,112

Fortune Financial Advisors, LLC got rid off the above stocks

Sector Distribution

Fortune Financial Advisors, LLC has about 29.2% of it's holdings in Others sector.

Sector	%
Others	29.2
Technology	21
Utilities	9.7
Consumer Cyclical	8.8
Financial Services	7.2
Industrials	6.6
Communication Services	6.1
Consumer Defensive	5.7
Healthcare	3.9
Energy	1.3

Market Cap. Distribution

Fortune Financial Advisors, LLC has about 60.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	37.4
UNALLOCATED	29.2
MEGA-CAP	23.1
SMALL-CAP	9.6

Stocks belong to which Index?

About 68.7% of the stocks held by Fortune Financial Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	59.1
Others	31.3
RUSSELL 2000	9.6

Top 5 Winners (%)		%
GOOG	alphabet inc	28.7 %
GOOG	alphabet inc	28.2 %
ISRG	intuitive surgical inc	26.4 %
AMAT	applied matls inc	25.4 %
CMI	cummins inc	20.9 %

Top 5 Winners ($)		$
GOOG	alphabet inc	1.5 M
AMAT	applied matls inc	0.7 M
APH	amphenol corp new	0.3 M
MNST	monster beverage corp new	0.3 M
AAPL	apple inc	0.3 M

Top 5 Losers (%)		%
TPL	texas pacific land corporati	-59.6 %
BB	blackberry ltd	-21.9 %
NEU	newmarket corp	-17.0 %
ORLY	oreilly automotive inc	-15.3 %
ETN	eaton corp plc	-14.8 %

Top 5 Losers ($)		$
GRMN	garmin ltd	-1.6 M
TPL	texas pacific land corporati	-1.2 M
ORLY	oreilly automotive inc	-0.6 M
MO	altria group inc	-0.4 M
MSFT	microsoft corp	-0.2 M

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 99 stocks in it's portfolio. About 41% of the portfolio is in top 10 stocks. GRMN proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Fortune Financial Advisors, LLC last quarter.

Last Reported on: 23 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.63	14,333	3,896,690	reduced	-2.77

AAXJ	ishares tr	2.13	26,432	3,154,640	added	0.37

ABT	abbott labs	1.05	12,406	1,554,350	added	2.5

ACWF	ishares tr	0.14	4,458	213,870	new

ADBE	adobe inc	0.57	2,415	845,226	reduced	-6.5

AEMB	american centy etf tr	0.51	7,425	757,212	added	8.02

AFK	vaneck etf trust	3.88	55,604	5,758,340	reduced	-1.4

AFK	vaneck etf trust	0.29	14,772	433,777	added	2.91

AGT	ishares tr	0.29	9,998	433,205	reduced	-5.63

AMAT	applied matls inc	2.25	12,997	3,340,140	added	0.69

AMGN	amgen inc	0.20	927	303,270	unchanged	0.00

AMPS	ishares tr	7.96	125,399	11,807,500	reduced	-1.65

AMPS	ishares tr	1.36	23,384	2,016,910	added	1.46

AMPS	ishares tr	0.26	7,443	378,551	unchanged	0.00

AMZN	amazon com inc	1.98	12,702	2,931,880	added	1.75

APH	amphenol corp new	2.34	25,702	3,473,370	added	1.17

ASR	grupo aeroportuario del sure	1.12	5,131	1,659,360	added	2.35

AVGO	broadcom inc	0.73	3,141	1,087,200	reduced	-0.63

AWK	american wtr wks co inc new	0.16	1,864	243,194	added	15.7

AXP	american express co	0.70	2,789	1,031,900	reduced	-0.07