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Portfolio (Quarterly) Guide ↗

Fortis Capital Management LLC

· CIK 0001802167
13F Portfolio $894M AUM 242 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 39 New 102 Added 47 Reduced 8 Exited
Page 11 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MRK MERCK & CO INC Healthcare 2,023.0 $260K 0.03% +64.0 +3.3% $128.47 +5.8%
202 BAC BANK OF AMER CORP Financial Services 4,523.0 $258K 0.03% NEW $56.98 +12.1%
203 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,738.0 $258K 0.03% $33.29 +9.4%
204 WDC WESTERN DIGITAL CORP Technology 402.0 $256K 0.03% NEW $637.98 -16.0%
205 VIG VANGUARD SPECIALIZED FUNDS 1,067.0 $252K 0.03% $236.60 +3.3%
206 AFL AFLAC INC Financial Services 2,138.0 $251K 0.03% NEW $117.27 +3.2%
207 IQDF FLEXSHARES TR 7,133.0 $247K 0.03% $34.56 +3.4%
208 SHW SHERWIN WILLIAMS CO Basic Materials 715.0 $246K 0.03% NEW $344.46 +1.6%
209 UNH UNITEDHEALTH GROUP INC Healthcare 592.0 $246K 0.03% NEW $415.82 -4.9%
210 ABT ABBOTT LABORATORIES Healthcare 2,706.0 $246K 0.03% NEW $90.74 +21.6%
211 COF CAPITAL ONE FINL CORP Financial Services 1,217.0 $244K 0.03% -65.0 -5.1% $200.66 +10.4%
212 MCD MCDONALDS CORP Consumer Cyclical 902.0 $244K 0.03% -185.0 -17.0% $270.34 -1.8%
213 LMT LOCKHEED MARTIN CORP Industrials 475.0 $242K 0.03% NEW $509.32 +16.6%
214 REGL PROSHARES TR 2,594.0 $238K 0.03% +13.0 +0.5% $91.57 +3.8%
215 FLEX FLEX LTD Technology 1,458.0 $236K 0.03% NEW $162.07 -19.8%
216 AVDV AMERICAN CENTY ETF TR 2,270.0 $234K 0.03% $103.05 +7.9%
217 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,276.0 $227K 0.03% NEW $178.26 +14.9%
218 TXN TEXAS INSTRS INC Technology 746.0 $222K 0.03% NEW $298.11 -5.1%
219 GE GE AEROSPACE Industrials 586.0 $219K 0.03% NEW $373.87 -1.2%
220 VOT VANGUARD INDEX FDS 715.0 $219K 0.02% NEW $306.13 +2.1%
Page 11 of 13  ·  242 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 60.0%
Financial Services 11.0%
Communication Services 10.1%
Consumer Cyclical 7.5%
Healthcare 5.5%
Utilities 2.2%
Consumer Defensive 1.9%
Industrials 1.0%
Energy 0.6%
Basic Materials 0.2%