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Portfolio (Quarterly) Guide ↗

Fortis Capital Management LLC

· CIK 0001802167
13F Portfolio $977M AUM 211 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 81 Added 57 Reduced 21 Exited
Page 3 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SMH VANECK ETF TRUST 5,652.0 $2.2M 0.22% +3K +148.7% $383.40 +72.1%
42 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,029.0 $2.0M 0.21% +129.0 +6.8% $996.65 -4.5%
43 VO VANGUARD INDEX FDS 6,913.0 $2.0M 0.20% +416.0 +6.4% $287.17 -72.1%
44 AVEM AMERICAN CENTY ETF TR 20,284.0 $1.6M 0.17% +13K +190.2% $80.58 +23.7%
45 IBM INTERNATIONAL BUSINESS MACHS Technology 6,618.0 $1.6M 0.16% +3K +72.1% $242.38 +2.8%
46 VV VANGUARD INDEX FDS 5,256.0 $1.6M 0.16% +1K +26.7% $298.86 +15.4%
47 ABBV ABBVIE INC Healthcare 7,180.0 $1.6M 0.16% +380.0 +5.6% $217.48 -0.5%
48 JNJ JOHNSON & JOHNSON Healthcare 6,326.0 $1.5M 0.16% +599.0 +10.5% $244.44 -6.6%
49 BA BOEING CO Industrials 6,318.0 $1.3M 0.13% +954.0 +17.8% $199.03 +11.9%
50 CAT CATERPILLAR INC Industrials 1,772.0 $1.3M 0.13% +1K +236.2% $708.37 +39.2%
51 AMGN AMGEN INC Healthcare 3,415.0 $1.2M 0.12% +847.0 +33.0% $351.90 -4.1%
52 ET ENERGY TRANSFER L P Energy 56,488.0 $1.1M 0.11% +7K +13.2% $19.30 -2.8%
53 PFXF VANECK ETF TRUST 61,189.0 $1.1M 0.11% +324.0 +0.5% $17.54 +5.5%
54 DFLV DIMENSIONAL ETF TRUST 28,052.0 $1.0M 0.10% +21K +308.4% $35.71 +10.4%
55 JPM JPMORGAN CHASE & CO Financial Services 3,202.0 $942K 0.10% +194.0 +6.5% $294.19 +10.5%
56 PEP PEPSICO INC Consumer Defensive 5,861.0 $910K 0.09% +2K +46.2% $155.28 -8.5%
57 AIQ GLOBAL X FDS 17,647.0 $824K 0.08% +13K +249.7% $46.67 +43.1%
58 SBUX STARBUCKS CORP Consumer Cyclical 7,454.0 $668K 0.07% +2K +40.3% $89.59 +12.3%
59 IJH ISHARES TR 9,473.0 $640K 0.07% +5K +108.0% $67.53 +12.2%
60 IGIB ISHARES TR 11,850.0 $631K 0.07% +92.0 +0.8% $53.22 -0.3%
Page 3 of 5  ·  81 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 57.9%
Financial Services 11.7%
Communication Services 11.5%
Consumer Cyclical 9.2%
Healthcare 4.9%
Utilities 2.1%
Industrials 0.9%
Consumer Defensive 0.8%
Energy 0.7%
Basic Materials 0.2%