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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 4 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IEFA ISHARES TR 6,951.0 $629K 0.06% +2K +28.3% $90.53 +7.5%
62 IEMG ISHARES INC 8,962.0 $625K 0.06% +2K +21.2% $69.75 +22.8%
63 SCHG SCHWAB STRATEGIC TR 20,008.0 $583K 0.06% +2K +9.9% $29.13 +16.4%
64 DFIC DIMENSIONAL ETF TRUST 15,411.0 $548K 0.06% +2K +16.1% $35.53 +7.1%
65 NOBL PROSHARES TR 4,683.0 $496K 0.05% +826.0 +21.4% $106.01 -48.2%
66 JNK SPDR SERIES TRUST 5,065.0 $485K 0.05% +56.0 +1.1% $95.71 +0.7%
67 XLF SELECT SECTOR SPDR TR 9,809.0 $484K 0.05% +6K +134.6% $49.37 +8.5%
68 EPD ENTERPRISE PRODS PARTNERS L Energy 11,978.0 $453K 0.05% +2K +15.9% $37.84 -3.3%
69 IJR ISHARES TR 3,134.0 $390K 0.04% +1K +75.9% $124.29 +15.2%
70 CSCO CISCO SYS INC Technology 4,629.0 $359K 0.04% +967.0 +26.4% $77.60 +54.1%
71 MCD MCDONALDS CORP Consumer Cyclical 1,087.0 $338K 0.04% +409.0 +60.3% $310.83 -10.4%
72 RY ROYAL BK CDA Financial Services 2,045.0 $331K 0.03% +45.0 +2.2% $161.78 +24.6%
73 DFSV DIMENSIONAL ETF TRUST 9,318.0 $326K 0.03% +150.0 +1.6% $35.04 +8.8%
74 CRWD CROWDSTRIKE HLDGS INC Technology 797.0 $311K 0.03% +100.0 +14.3% $390.55 +75.4%
75 ISRG INTUITIVE SURGICAL INC Healthcare 628.0 $289K 0.03% +255.0 +68.4% $460.90 -11.7%
76 XLK SELECT SECTOR SPDR TR 1,970.0 $262K 0.03% +19.0 +1.0% $132.87 +44.1%
77 REGL PROSHARES TR 2,581.0 $223K 0.02% +15.0 +0.6% $86.41 +4.2%
78 SOFI SOFI TECHNOLOGIES INC Financial Services 11,397.0 $181K 0.02% +135.0 +1.2% $15.88 +12.8%
79 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 11,427.0 $163K 0.02% +1K +14.0% $14.28 -7.1%
80 TSLL DIREXION SHARES ETF TRUST 12,287.0 $149K 0.01% +105.0 +0.9% $12.15 +8.3%
Page 4 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%