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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 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 APOS APOLLO GLOBAL MGMT INC Financial Services 49,641.0 $5.5M 0.57% NEW $111.42 -77.0%
42 SPOT SPOTIFY TECHNOLOGY S A Communication Services 11,389.0 $5.5M 0.56% +11K +2618.1% $484.92 -3.5%
43 BSX BOSTON SCIENTIFIC CORP Healthcare 86,695.0 $5.4M 0.56% +44K +102.6% $62.75 -27.8%
44 NOW SERVICENOW INC Technology 48,942.0 $5.1M 0.52% +561.0 +1.2% $104.55 -9.1%
45 SCHE SCHWAB STRATEGIC TR 151,572.0 $5.0M 0.51% +12K +9.0% $32.95 +11.9%
46 BX BLACKSTONE INC Financial Services 42,989.0 $4.9M 0.51% NEW $114.99 +7.7%
47 QUAL ISHARES TR 25,553.0 $4.9M 0.50% $191.81 +12.6%
48 FICO FAIR ISAAC CORP Technology 4,253.0 $4.5M 0.47% +111.0 +2.7% $1067.50 +2.7%
49 ADBE ADOBE INC Technology 16,864.0 $4.1M 0.42% -3K -14.8% $243.08 -19.7%
50 COWZ PACER FDS TR 65,221.0 $4.1M 0.42% +10K +17.8% $62.56 -1.2%
51 SPY STATE STR SPDR S&P 500 ETF T Financial Services 6,152.0 $4.0M 0.41% +4K +184.9% $650.35 +14.8%
52 SCHD SCHWAB STRATEGIC TR 128,469.0 $3.9M 0.40% +18K +15.8% $30.68 +3.8%
53 GOOGL ALPHABET INC Communication Services 13,016.0 $3.7M 0.38% -231.0 -1.7% $287.56 +28.0%
54 AVUV AMERICAN CENTY ETF TR 32,888.0 $3.6M 0.37% +8K +32.7% $110.47 +10.4%
55 IHDG WISDOMTREE TR 71,659.0 $3.5M 0.35% +10K +17.0% $48.15 +10.5%
56 FLTR VANECK ETF TRUST 129,458.0 $3.3M 0.34% NEW $25.48 +0.3%
57 FLDR FIDELITY MERRIMACK STR TR 65,514.0 $3.3M 0.34% NEW $50.05 +0.3%
58 VOO VANGUARD INDEX FDS 5,477.0 $3.3M 0.34% +1K +36.6% $597.51 +15.2%
59 VCIT VANGUARD SCOTTSDALE FDS 38,757.0 $3.2M 0.33% +246.0 +0.6% $82.75 -0.3%
60 IBDS ISHARES TR 112,908.0 $2.7M 0.28% -2K -1.4% $24.24 -0.3%
Page 3 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%