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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 11 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LQD ISHARES TR 1,927.0 $210K 0.02% $108.98 +0.1%
202 GUNR FLEXSHARES TR 3,705.0 $204K 0.02% NEW $55.16 -8.1%
203 IVLU ISHARES TR 5,119.0 $203K 0.02% -2K -27.9% $39.68 +6.4%
204 VNQ VANGUARD INDEX FDS 2,258.0 $200K 0.02% -513.0 -18.5% $88.72 +7.7%
205 SOFI SOFI TECHNOLOGIES INC Financial Services 11,397.0 $181K 0.02% +135.0 +1.2% $15.88 +12.8%
206 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 11,427.0 $163K 0.02% +1K +14.0% $14.28 -7.1%
207 TSLL DIREXION SHARES ETF TRUST 12,287.0 $149K 0.01% +105.0 +0.9% $12.15 +8.3%
208 FKWL FRANKLIN WIRELESS CORP Technology 24,500.0 $93K 0.01% +10K +69.0% $3.81 -31.2%
209 MDXG MIMEDX GROUP INC Healthcare 18,000.0 $71K 0.01% $3.95 -7.1%
210 IAUX I-80 GOLD CORP Basic Materials 30,000.0 $46K 0.01% $1.52 +2.0%
211 NXDR NEXTDOOR HOLDINGS INC Communication Services 31,161.0 $44K 0.00% $1.40 +57.1%
Page 11 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%