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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 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 HYG ISHARES TR 65,685 $5.3M 0.70% SOLD
2 AGZ ISHARES TR 10,968 $1.2M 0.16% SOLD
3 JBBB JANUS DETROIT STR TR 23,019 $1.1M 0.14% SOLD
4 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,134 $473K 0.06% SOLD
5 AON AON PLC Financial Services 1,236 $436K 0.06% SOLD
6 IBDV ISHARES TR 18,204 $402K 0.05% SOLD
7 IBDW ISHARES TR 18,796 $398K 0.05% SOLD
8 APP APPLOVIN CORP Technology 440 $296K 0.04% SOLD
9 INTU INTUIT Technology 424 $281K 0.04% SOLD
10 NET CLOUDFLARE INC Technology 1,415 $279K 0.04% SOLD
11 MS MORGAN STANLEY Financial Services 1,479 $263K 0.04% SOLD
12 MSCI MSCI INC Financial Services 445 $255K 0.03% SOLD
13 VEEV VEEVA SYS INC Healthcare 1,142 $255K 0.03% SOLD
14 SIXJ AIM ETF PRODUCTS TRUST 6,969 $239K 0.03% SOLD
15 BAC BANK AMERICA CORP Financial Services 4,250 $234K 0.03% SOLD
16 IONQ IONQ INC Technology 4,983 $224K 0.03% SOLD
17 DDOG DATADOG INC Technology 1,639 $223K 0.03% SOLD
18 FSLR FIRST SOLAR INC Energy 828 $216K 0.03% SOLD
19 VTIP VANGUARD MALVERN FDS 4,364 $216K 0.03% SOLD
20 IWF ISHARES TR 432 $205K 0.03% SOLD
Page 1 of 2  ·  21 positions
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%