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Portfolio (Quarterly) Guide ↗

Fortis Capital Management LLC

· CIK 0001802167
13F Portfolio $756M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 206 New
Page 10 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DFLV DIMENSIONAL ETF TRUST 6,869.0 $235K 0.03% NEW $34.21 +15.3%
182 VIG VANGUARD SPECIALIZED FUNDS 1,066.0 $234K 0.03% NEW $219.70 +7.1%
183 BAC BANK AMERICA CORP Financial Services 4,250.0 $234K 0.03% NEW $55.00 +2.2%
184 TSLL DIREXION SHS ETF TR 12,182.0 $233K 0.03% NEW $19.11 -31.1%
185 CVU CPI AEROSTRUCTURES INC Industrials 58,500.0 $232K 0.03% NEW $3.96 +25.5%
186 XLF SELECT SECTOR SPDR TR 4,182.0 $229K 0.03% NEW $54.77 -2.2%
187 IONQ IONQ INC Technology 4,983.0 $224K 0.03% NEW $44.87 +26.0%
188 DDOG DATADOG INC Technology 1,639.0 $223K 0.03% NEW $135.99 +64.0%
189 AVLV AMERICAN CENTY ETF TR 2,901.0 $220K 0.03% NEW $75.76 +20.0%
190 IQDF FLEXSHARES TR 7,133.0 $217K 0.03% NEW $30.40 +15.0%
191 FSLR FIRST SOLAR INC Energy 828.0 $216K 0.03% NEW $261.23 -1.4%
192 REGL PROSHARES TR 2,566.0 $216K 0.03% NEW $84.21 +6.9%
193 VTIP VANGUARD MALVERN FDS 4,364.0 $216K 0.03% NEW $49.46 +1.5%
194 IJR ISHARES TR 1,782.0 $214K 0.03% NEW $120.16 +19.2%
195 AVDV AMERICAN CENTY ETF TR 2,270.0 $213K 0.03% NEW $93.97 +13.6%
196 LQD ISHARES TR 1,932.0 $213K 0.03% NEW $110.21 -1.0%
197 ISRG INTUITIVE SURGICAL INC Healthcare 373.0 $211K 0.03% NEW $566.18 -28.2%
198 MRK MERCK & CO INC Healthcare 1,997.0 $210K 0.03% NEW $105.26 +8.2%
199 MCD MCDONALDS CORP Consumer Cyclical 678.0 $207K 0.03% NEW $305.41 -8.8%
200 IWF ISHARES TR 432.0 $205K 0.03% NEW $473.68 -74.0%
Page 10 of 11  ·  206 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 62.2%
Communication Services 11.3%
Financial Services 9.5%
Consumer Cyclical 9.1%
Healthcare 4.7%
Utilities 1.4%
Industrials 0.6%
Consumer Defensive 0.6%
Energy 0.5%
Basic Materials 0.1%