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Julie Fortier — 2026 financial disclosure

· Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk

Amendment status is not available for House filings. A filing listed here may since have been amended.

House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.

Report typeOther
Filing year2026
Chamberhouse
Brightstart529$15,001 - $50,000 · Tax-Deferred
Brightstart529$100,001 - $250,000 · Tax-Deferred
Cash at Bank of America$100,001 - $250,000 · None
Cash at Scott Credit Union$15,001 - $50,000 · Dividends
Fidelity-IRA$15,001 - $50,000 · None
Metlife Total control Accnt$1,001 - $15,000 · Interest
AMCAP Fund, Class A Shares A (AMCPX)$15,001 - $50,000 · Capital Gains
American Balanced Fund, Class A Shs (ABALX)$50,001 - $100,000 · Capital Gains, Dividends
American Funds Investment Co of America A (AIVSX)$50,001 - $100,000 · Capital Gains, Dividends
American Mutual Fund Class A Shares (AMRMX)$15,001 - $50,000 · Capital Gains, Dividends
Capital Income Builder Cl A Shs (CAIBX)$15,001 - $50,000 · Capital Gains, Dividends
Fundamental Investors, Class A Shares (ANCFX)$50,001 - $100,000 · Capital Gains, Dividends
New Perspective Fund, Class A Shares (ANWPX)$15,001 - $50,000 · Capital Gains, Dividends
The Bond Fund of America, Class A Shares (ABNDX)$1,001 - $15,000 · Capital Gains, Dividends
The Growth Fund of America Class A Shares (AGTHX)$50,001 - $100,000 · Capital Gains, Dividends
The Income Fund of America, Class A Shares (AMECX)$15,001 - $50,000 · Capital Gains, Dividends
Washington Mutual Invs Fd Cl A Shs (AWSHX)$50,001 - $100,000 · Capital Gains, Dividends
American Balanced Fund, Class A Shs (ABALX)$15,001 - $50,000 · Capital Gains, Dividends
American Funds Investment Co of America A (AIVSX)$15,001 - $50,000 · Capital Gains, Dividends
American Mutual Fund Class A Shares (AMRMX)$15,001 - $50,000 · Capital Gains, Dividends
Capital Income Builder Cl A Shs (CAIBX)$15,001 - $50,000 · Capital Gains, Dividends
Fundamental Investors, Class A Shares (ANCFX)$50,001 - $100,000 · Capital Gains, Dividends
The Income Fund of America, Class A Shares (AMECX)$15,001 - $50,000 · Capital Gains, Dividends
Washington Mutual Invs Fd Cl A Shs (AWSHX)$15,001 - $50,000 · Capital Gains, Dividends
Fidelity Total International Index Fund (FTIHX)$50,001 - $100,000 · Tax-Deferred
Franklin Stable Value Fund 15bps$1,001 - $15,000 · Tax-Deferred
JPMorgan Large Cap Growth Fund R6 (JLGMX)$100,001 - $250,000 · Tax-Deferred
Vanguard Wellington Fund Admiral Shares (VWENX)$100,001 - $250,000 · Tax-Deferred
Boeing Company (BA)$1,001 - $15,000 · None
Calix (CALX) stock$15,001 - $50,000 · None
Calix, Inc Common Stock (CALX)$100,001 - $250,000 · None
Cash at E*Trade$15,001 - $50,000 · None
Extreme Networks, Inc. - Common Stock (EXTR)$100,001 - $250,000 · Capital Gains
Carson CA Redevelopment Agency Proj Area 1-B$15,001 - $50,000 · None
Federated Hermes International Leaders Fund Class A (FGFAX)$15,001 - $50,000 · Capital Gains, Dividends
Federated Hermes Prime Cash Obligations Fund Wealth Shares (PCOXX)$1,001 - $15,000 · Dividends
Federated Hermes Strategic Value Dividend Fund Class A (SVAAX)$15,001 - $50,000 · Capital Gains, Dividends
Hartford MidCap Fund Class A (HFMCX)$50,001 - $100,000 · Capital Gains
Illinois Housing Dev Auth – Multi family Revenue$15,001 - $50,000 · Interest
Invesco Developing Markets Fund Class A (ODMAX)$1,001 - $15,000 · Capital Gains, Dividends
…37 more assets: every one is in the complete record on this filing's page

The complete record

Every field KeyVex holds for this filing, as its API serves it. Nothing is withheld here that the API sells.

party—
stateIL
officeRepresentative, IL-12
sourceHOUSE_CLERK_FD
chamberhouse
filing idhouse-fd-10082888
report urlhttps://disclosures-clerk.house.gov/public_disc/financial-pdfs/2026/10082888.pdf
scraped at2026-10-05T10:30:21.086Z
asset count77
bioguide id—
filing date2026-09-24
filing year2026
member lastFortier
member nameJulie Fortier
report typeOther
member firstJulie
content parsedtrue
report subtypeCandidate Report
state district12
liability count1

assets (77)

ownertickerlocationasset nameasset typerow numberdescriptionincome typevalue rangeincome rangeasset subtype
SP—ILBrightstart5295F1—Tax-Deferred$15,001 - $50,000——
SP—ILBrightstart5295F2—Tax-Deferred$100,001 - $250,000——
JT——Cash at Bank of AmericaBA3—None$100,001 - $250,000——
JT——Cash at Scott Credit UnionBA4—Dividends$15,001 - $50,000——
———Fidelity-IRAIH5—None$15,001 - $50,000——
———Metlife Total control AccntBA6—Interest$1,001 - $15,000——
———AMCAP Fund, Class A Shares A (AMCPX)MF7—Capital Gains$15,001 - $50,000——
———American Balanced Fund, Class A Shs (ABALX)MF8—Capital Gains, Dividends$50,001 - $100,000——
———American Funds Investment Co of America A (AIVSX)MF9—Capital Gains, Dividends$50,001 - $100,000——
———American Mutual Fund Class A Shares (AMRMX)MF10—Capital Gains, Dividends$15,001 - $50,000——
———Capital Income Builder Cl A Shs (CAIBX)MF11—Capital Gains, Dividends$15,001 - $50,000——
———Fundamental Investors, Class A Shares (ANCFX)MF12—Capital Gains, Dividends$50,001 - $100,000——
———New Perspective Fund, Class A Shares (ANWPX)MF13—Capital Gains, Dividends$15,001 - $50,000——
———The Bond Fund of America, Class A Shares (ABNDX)MF14—Capital Gains, Dividends$1,001 - $15,000——
———The Growth Fund of America Class A Shares (AGTHX)MF15—Capital Gains, Dividends$50,001 - $100,000——
———The Income Fund of America, Class A Shares (AMECX)MF16—Capital Gains, Dividends$15,001 - $50,000——
———Washington Mutual Invs Fd Cl A Shs (AWSHX)MF17—Capital Gains, Dividends$50,001 - $100,000——
———American Balanced Fund, Class A Shs (ABALX)MF18—Capital Gains, Dividends$15,001 - $50,000——
———American Funds Investment Co of America A (AIVSX)MF19—Capital Gains, Dividends$15,001 - $50,000——
———American Mutual Fund Class A Shares (AMRMX)MF20—Capital Gains, Dividends$15,001 - $50,000——
———Capital Income Builder Cl A Shs (CAIBX)MF21—Capital Gains, Dividends$15,001 - $50,000——
———Fundamental Investors, Class A Shares (ANCFX)MF22—Capital Gains, Dividends$50,001 - $100,000——
———The Income Fund of America, Class A Shares (AMECX)MF23—Capital Gains, Dividends$15,001 - $50,000——
———Washington Mutual Invs Fd Cl A Shs (AWSHX)MF24—Capital Gains, Dividends$15,001 - $50,000——
SP——Fidelity Total International Index Fund (FTIHX)MF25—Tax-Deferred$50,001 - $100,000——
SP——Franklin Stable Value Fund 15bpsBA26—Tax-Deferred$1,001 - $15,000——
SP——JPMorgan Large Cap Growth Fund R6 (JLGMX)MF27—Tax-Deferred$100,001 - $250,000——
SP——Vanguard Wellington Fund Admiral Shares (VWENX)MF28—Tax-Deferred$100,001 - $250,000——
SP——Boeing Company (BA)ST29—None$1,001 - $15,000——
SP——Calix (CALX) stockRS30Calix (CALX) unvested shares via restricted stockNone$15,001 - $50,000——
SP——Calix, Inc Common Stock (CALX)ST31Calix sellable / vested shares via ESPPNone$100,001 - $250,000——
SP——Cash at E*TradeBA32—None$15,001 - $50,000——
SP——Extreme Networks, Inc. - Common Stock (EXTR)ST33—Capital Gains$100,001 - $250,000——
SP——Carson CA Redevelopment Agency Proj Area 1-BGS34—None$15,001 - $50,000——
SP——Federated Hermes International Leaders Fund Class A (FGFAX)MF35—Capital Gains, Dividends$15,001 - $50,000——
SP——Federated Hermes Prime Cash Obligations Fund Wealth Shares (PCOXX)MF36—Dividends$1,001 - $15,000——
SP——Federated Hermes Strategic Value Dividend Fund Class A (SVAAX)MF37—Capital Gains, Dividends$15,001 - $50,000——
SP——Hartford MidCap Fund Class A (HFMCX)MF38—Capital Gains$50,001 - $100,000——
SP——Illinois Housing Dev Auth – Multi family RevenueGS39—Interest$15,001 - $50,000——
SP——Invesco Developing Markets Fund Class A (ODMAX)MF40—Capital Gains, Dividends$1,001 - $15,000——
SP——Lord Abbett Dividend Growth Fd Cl A (LAMAX)MF41—Capital Gains, Dividends$100,001 - $250,000——
SP——Lord Abbett International Value Fund - Class A (LIDAX)MF42—Dividends$50,001 - $100,000——
SP——Lord Abbett Mid Cap Stock Fd Cl A (LAVLX)MF43—Capital Gains, Dividends$15,001 - $50,000——
SP——Southwestern IL Dev Auth Rev Local Govt PrgmGS44CUSIP 84552YSE2 matures at $15,000 12/1/2026None$1,001 - $15,000——
SP——Southwestern IL Dev Auth Rev Local Govt Prgm EscrowGS45CUSIP: 84552YSA0 matures at $10,000 on 12/1/2026None$1,001 - $15,000——
SP——The Hartford Healthcare Fund Class A (HGHAX)MF46—Capital Gains$15,001 - $50,000——
SP—ILEdward Jones Individual 5295F47—Tax-Deferred$15,001 - $50,000——
SP——Invesco International Small-Mid Company Fund Class A (OSMAX)MF48—Tax-Deferred$1,001 - $15,000——
SP——Lord Abbett Affiliated Fund Inc. Class A (LAFFX)MF49—Tax-Deferred$100,001 - $250,000——
———Lord Abbett Affiliated Fund Inc. Class A (LAFFX)MF50—Tax-Deferred$50,001 - $100,000——
———Lord Abbett Bond-Debenture Fund Inc. Cl A (LBNDX)MF51—Tax-Deferred$15,001 - $50,000——
SP——Lord Abbett Bond-Debenture Fund Inc. Cl A (LBNDX)MF52—Tax-Deferred$15,001 - $50,000——
———Lord Abbett Fundamental Equity Fund Class A (LDFVX)MF53—Tax-Deferred$50,001 - $100,000——
———Lord Abbett International Value Fund - Class A (LIDAX)MF54—Tax-Deferred$15,001 - $50,000——
SP——Columbia Government Money Market Fund Class A (IDSXX)MF55—Tax-Deferred$100,001 - $250,000——
SP——Lord Abbett Affiliated Fund Inc. Class A (LAFFX)MF56—Tax-Deferred$250,001 - $500,000——
———Lord Abbett Affiliated Fund Inc. Class A (LAFFX)MF57—Tax-Deferred$50,001 - $100,000——
———Lord Abbett Bond-Debenture Fund Inc. Cl A (LBNDX)MF58—Tax-Deferred$15,001 - $50,000——
SP——Lord Abbett Bond-Debenture Fund Inc. Cl A (LBNDX)MF59—Tax-Deferred$50,001 - $100,000——
SP——Lord Abbett Growth Leaders Fd Cl A (LGLAX)MF60—Tax-Deferred$250,001 - $500,000——
SP——Lord Abbett International Value Fund - Class A (LIDAX)MF61—Tax-Deferred$100,001 - $250,000——
SP——Lord Abbett Investment Trust Income Fd Cl A (LAGVX)MF62—Tax-Deferred$100,001 - $250,000——
SP——Lord Abbett Multi-Asset Balanced Opportunity Fund- Class A (LABFX)MF63—Tax-Deferred$100,001 - $250,000——
SP——Lord Abbett Securities Tr, Lord Abbett Value Opportunities Fd Cl A (LVOAX)MF64—Tax-Deferred$50,001 - $100,000——
SP——Lord Abbett Securities Trust - Alpha Strategy Fund Class A (ALFAX)MF65—Tax-Deferred$15,001 - $50,000——
SP——Lord Abbett Securities Trust International Opportunities Fund Class A (LAIEX)MF66—Tax-Deferred$50,001 - $100,000——
SP——Lord Abbett Total Return Fund Class A (LTRAX)MF67—Tax-Deferred$100,001 - $250,000——
SP——Artisan International Value Fund Investor Shs (ARTKX)MF68—Tax-Deferred$15,001 - $50,000——
SP——Putnam Large Cap Value Fund Class Y (PEIYX)MF69—Tax-Deferred$1,001 - $15,000——
SP——Victory Pioneer Fundamental Growth Fund Class Y (FUNYX)MF70—Tax-Deferred$100,001 - $250,000——
SP——CIT: T. Rowe Price Retirement Blend Select Trust 2035 Fee Class 1 (WTRAGX)MF71—Tax-Deferred$50,001 - $100,000——
SP——Fidelity 500 Index Fund (FXAIX)MF72—Tax-Deferred$100,001 - $250,000——
SP——Fidelity International Index Fund (FSPSX)MF73—Tax-Deferred$50,001 - $100,000——
———AQR Managed Futures Strategy Fund Class N (AQMNX)MF74—None$1 - $1,000——
———Eaton Vance Global Macro Absolute Return Fund Cl A (EAGMX)MF75—None$1 - $1,000——
———Pimco CommodityRealReturn Strategy Fund Institutional Class (PCRIX)MF76—None$1 - $1,000——
———Vanguard Target Retirement 2035 Fund (VTTHX)MF77—Tax-Deferred$15,001 - $50,000——

liabilities (1)

debtorcommentcreditorincurredlocationrate termrow numberamount rangeliability type
JT—GreenskyAugust 2025——1$15,001 - $50,000New Windows

Original filing document