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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 9 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CSCO CISCO SYS INC Technology 3,662.0 $282K 0.04% NEW $77.04 +55.2%
162 BK BANK NEW YORK MELLON CORP Financial Services 2,426.0 $282K 0.04% NEW $116.11 +22.7%
163 XLK SELECT SECTOR SPDR TR 1,951.0 $281K 0.04% NEW $143.98 +33.0%
164 INTU INTUIT Technology 424.0 $281K 0.04% NEW $661.90 -59.7%
165 NET CLOUDFLARE INC Technology 1,415.0 $279K 0.04% NEW $197.15 +13.6%
166 GS GOLDMAN SACHS GROUP INC Financial Services 315.0 $277K 0.04% NEW $879.38 +24.7%
167 IJT ISHARES TR 1,939.0 $274K 0.04% NEW $141.14 +21.0%
168 LRCX LAM RESEARCH CORP Technology 1,578.0 $270K 0.04% NEW $171.22 +127.2%
169 IVLU ISHARES TR 7,100.0 $270K 0.04% NEW $38.05 +10.9%
170 MS MORGAN STANLEY Financial Services 1,479.0 $263K 0.04% NEW $177.54 +25.7%
171 IRM IRON MTN INC DEL Real Estate 3,137.0 $260K 0.03% NEW $82.94 +54.1%
172 AIQ GLOBAL X FDS 5,047.0 $257K 0.03% NEW $50.86 +31.3%
173 MSCI MSCI INC Financial Services 445.0 $255K 0.03% NEW $574.14 +1.2%
174 VEEV VEEVA SYS INC Healthcare 1,142.0 $255K 0.03% NEW $223.23 -31.3%
175 IWB ISHARES TR 681.0 $254K 0.03% NEW $373.65 +9.3%
176 ACWI ISHARES TR 1,794.0 $254K 0.03% NEW $141.46 +11.5%
177 VNQ VANGUARD INDEX FDS 2,771.0 $245K 0.03% NEW $88.49 +8.0%
178 SPOT SPOTIFY TECHNOLOGY S A Communication Services 419.0 $243K 0.03% NEW $580.71 -19.4%
179 SIXJ AIM ETF PRODUCTS TRUST 6,969.0 $239K 0.03% NEW $34.28 +6.1%
180 VWO VANGUARD INTL EQUITY INDEX F 4,419.0 $238K 0.03% NEW $53.76 +13.0%
Page 9 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%