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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 10 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FDN FIRST TR EXCHANGE-TRADED FD 1,097.0 $257K 0.03% -10.0 -0.9% $234.03 +13.5%
182 CNQ CANADIAN NAT RES LTD MED TER Energy 5,129.0 $250K 0.03% NEW $48.73 -15.8%
183 BK BANK NEW YORK MELLON CORP Financial Services 2,106.0 $250K 0.03% -320.0 -13.2% $118.66 +20.1%
184 HON HONEYWELL INTL INC Industrials 1,102.0 $249K 0.03% NEW $226.06 +1.3%
185 ACWI ISHARES TR 1,794.0 $248K 0.03% $138.34 +14.0%
186 IWB ISHARES TR 679.0 $242K 0.03% $356.57 +14.5%
187 MRK MERCK & CO INC Healthcare 1,959.0 $236K 0.02% -38.0 -1.9% $120.26 -5.3%
188 TCHP T ROWE PRICE ETF INC 5,316.0 $235K 0.02% NEW $44.18 +14.7%
189 COF CAPITAL ONE FINL CORP Financial Services 1,282.0 $234K 0.02% -177.0 -12.1% $182.48 +10.4%
190 AVLV AMERICAN CENTY ETF TR 2,901.0 $234K 0.02% $80.61 +12.8%
191 CVU CPI AEROSTRUCTURES INC Industrials 58,500.0 $229K 0.02% $3.92 +26.8%
192 VIG VANGUARD SPECIALIZED FUNDS 1,066.0 $229K 0.02% $215.11 +9.3%
193 AVDV AMERICAN CENTY ETF TR 2,270.0 $227K 0.02% $99.86 +6.9%
194 IQDF FLEXSHARES TR 7,133.0 $226K 0.02% $31.67 +10.4%
195 GS GOLDMAN SACHS GROUP INC Financial Services 266.0 $225K 0.02% -49.0 -15.6% $844.47 +29.9%
196 REGL PROSHARES TR 2,581.0 $223K 0.02% +15.0 +0.6% $86.41 +4.2%
197 DELL DELL TECHNOLOGIES INC Technology 1,351.0 $222K 0.02% NEW $164.16 +149.4%
198 JBL JABIL INC Technology 803.0 $213K 0.02% NEW $265.76 +39.9%
199 VWO VANGUARD INTL EQUITY INDEX F 3,948.0 $213K 0.02% -471.0 -10.7% $54.05 +12.4%
200 ASML ASML HLDG NV Technology 159.0 $211K 0.02% NEW $1324.36 +45.7%
Page 10 of 11  ·  211 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%