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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 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HON HONEYWELL INTL INC Industrials 1,102.0 $249K 0.03% NEW $226.06 +1.3%
22 TCHP T ROWE PRICE ETF INC 5,316.0 $235K 0.02% NEW $44.18 +14.7%
23 DELL DELL TECHNOLOGIES INC Technology 1,351.0 $222K 0.02% NEW $164.16 +149.4%
24 JBL JABIL INC Technology 803.0 $213K 0.02% NEW $265.76 +39.9%
25 ASML ASML HLDG NV Technology 159.0 $211K 0.02% NEW $1324.36 +45.7%
26 GUNR FLEXSHARES TR 3,705.0 $204K 0.02% NEW $55.16 -8.1%
Page 2 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%