Institutions / Fortune Financial Advisors, LLC

Fortune Financial Advisors, LLC

CIK 1961828 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$148.32M
Positions
99
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Garmin Ltdโ€”$13.33M65,7049.0%
iShares MSCI UAE ETFโ€”$11.81M125,3998.0%
Alphabet Inc.โ€”$6.54M20,9034.4%
VanEck ETF Trustโ€”$5.76M55,6043.9%
Vanguard Scottsdale Fdsโ€”$5.15M87,6563.5%
Apple Inc.โ€”$3.90M14,3332.6%
Mastercard Incโ€”$3.75M6,5752.5%
JPMorgan Chase & Coโ€”$3.57M11,0852.4%
Microsoft Corpโ€”$3.52M7,2702.4%
O Reilly Automotive Incโ€”$3.51M38,5122.4%
Amphenol Corp /Deโ€”$3.47M25,7022.3%
Applied Materials Inc /Deโ€”$3.34M12,9972.3%
Vanguard Malvern Fdsโ€”$3.30M66,7902.2%
iShares Trโ€”$3.15M26,4322.1%
Amazon.com Incโ€”$2.93M12,7022.0%
Northrop Grumman Corpโ€”$2.85M4,9981.9%
Altria Group, Inc.โ€”$2.53M43,8761.7%
Philip Morris International Inc.โ€”$2.41M15,0351.6%
Invesco Exchange Traded Fd Tโ€”$2.38M12,4471.6%
Visa Incโ€”$2.26M6,4421.5%
Monster Beverage Corpโ€”$2.11M27,5181.4%
STERIS plcโ€”$2.08M8,2001.4%
iShares Trโ€”$2.02M23,3841.4%
iShares Trโ€”$2.00M18,2351.4%
TJX Cos Inc/Theโ€”$1.74M11,3331.2%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.