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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  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PUT STATE STR SPDR S&P 500 ETF T 348,000.0 $226.3M 23.17% NEW $650.34
2 PULS PGIM ETF TR 232,550.0 $11.5M 1.18% NEW $49.50 +0.3%
3 SGOV ISHARES TR 65,590.0 $6.6M 0.68% NEW $100.66 -0.1%
4 TKO TKO GROUP HOLDINGS INC Communication Services 29,871.0 $6.0M 0.62% NEW $201.65 -1.4%
5 APOS APOLLO GLOBAL MGMT INC Financial Services 49,641.0 $5.5M 0.57% NEW $111.42 -77.0%
6 BX BLACKSTONE INC Financial Services 42,989.0 $4.9M 0.51% NEW $114.99 +7.7%
7 FLTR VANECK ETF TRUST 129,458.0 $3.3M 0.34% NEW $25.48 +0.3%
8 FLDR FIDELITY MERRIMACK STR TR 65,514.0 $3.3M 0.34% NEW $50.05 +0.3%
9 SIXP AIM ETF PRODUCTS TRUST 69,767.0 $2.2M 0.22% NEW $31.26 +7.7%
10 SIVR ABRDN SILVER ETF TRUST Financial Services 10,246.0 $734K 0.07% NEW $71.61 -12.7%
11 CALL NVIDIA CORPORATION 4,100.0 $715K 0.07% NEW $174.40
12 VIS VANGUARD WORLD FD 1,873.0 $585K 0.06% NEW $312.29 +13.2%
13 GLDM WORLD GOLD TR Financial Services 5,794.0 $537K 0.06% NEW $92.69 -10.0%
14 SIXF AIM ETF PRODUCTS TRUST 15,630.0 $491K 0.05% NEW $31.41 +8.2%
15 SHM SPDR SERIES TRUST 9,870.0 $472K 0.05% NEW $47.83 +0.2%
16 DFSB DIMENSIONAL ETF TRUST 7,586.0 $393K 0.04% NEW $51.74 +1.2%
17 AMLP ALPS ETF TR 6,546.0 $345K 0.04% NEW $52.64 -3.7%
18 FFIV F5 INC Technology 1,108.0 $321K 0.03% NEW $289.33 +33.2%
19 PUT AMAZON COM INC 1,300.0 $271K 0.03% NEW $208.27
20 CNQ CANADIAN NAT RES LTD MED TER Energy 5,129.0 $250K 0.03% NEW $48.73 -15.8%
Page 1 of 2  ·  26 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%