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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 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FCX FREEPORT MCMORAN INC Basic Materials 6,534.0 $384K 0.04% -469.0 -6.7% $58.78 +16.8%
42 IAU ISHARES GOLD TR Financial Services 4,288.0 $378K 0.04% -540.0 -11.2% $88.16 -10.0%
43 ETN EATON CORP PLC Industrials 1,048.0 $375K 0.04% -86.0 -7.6% $357.70 +17.9%
44 CCJ CAMECO CORP Energy 3,339.0 $363K 0.04% -90.0 -2.6% $108.61 -2.0%
45 MARW AIM ETF PRODUCTS TRUST 9,743.0 $332K 0.03% -66K -87.2% $34.09 +5.9%
46 LRCX LAM RESEARCH CORP Technology 1,522.0 $325K 0.03% -56.0 -3.5% $213.73 +82.0%
47 VGT VANGUARD WORLD FD 422.0 $295K 0.03% -33.0 -7.2% $698.52 -82.8%
48 VEU VANGUARD INTL EQUITY INDEX F 3,824.0 $287K 0.03% -78.0 -2.0% $75.10 +13.1%
49 WFC WELLS FARGO & CO Financial Services 3,241.0 $258K 0.03% -114.0 -3.4% $79.60 +3.3%
50 FDN FIRST TR EXCHANGE-TRADED FD 1,097.0 $257K 0.03% -10.0 -0.9% $234.03 +13.5%
51 BK BANK NEW YORK MELLON CORP Financial Services 2,106.0 $250K 0.03% -320.0 -13.2% $118.66 +20.1%
52 MRK MERCK & CO INC Healthcare 1,959.0 $236K 0.02% -38.0 -1.9% $120.26 -5.3%
53 COF CAPITAL ONE FINL CORP Financial Services 1,282.0 $234K 0.02% -177.0 -12.1% $182.48 +10.4%
54 GS GOLDMAN SACHS GROUP INC Financial Services 266.0 $225K 0.02% -49.0 -15.6% $844.47 +29.9%
55 VWO VANGUARD INTL EQUITY INDEX F 3,948.0 $213K 0.02% -471.0 -10.7% $54.05 +12.4%
56 IVLU ISHARES TR 5,119.0 $203K 0.02% -2K -27.9% $39.68 +6.4%
57 VNQ VANGUARD INDEX FDS 2,258.0 $200K 0.02% -513.0 -18.5% $88.72 +7.7%
Page 3 of 3  ·  57 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%