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Portfolio (Quarterly) Guide ↗

Fortis Capital Management LLC

· CIK 0001802167
13F Portfolio $756M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 206 New
Page 7 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IEMG ISHARES INC 7,394.0 $497K 0.07% NEW $67.22 +27.4%
122 JNK SPDR SERIES TRUST 5,009.0 $487K 0.06% NEW $97.20 -0.8%
123 IEFA ISHARES TR 5,416.0 $485K 0.06% NEW $89.46 +8.8%
124 MOAT VANECK ETF TRUST 4,666.0 $483K 0.06% NEW $103.56 -1.4%
125 NU NU HLDGS LTD Financial Services 28,441.0 $476K 0.06% NEW $16.74 -24.1%
126 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,134.0 $473K 0.06% NEW $416.99 -25.1%
127 VTV VANGUARD INDEX FDS 2,430.0 $464K 0.06% NEW $191.01 +13.3%
128 DFIC DIMENSIONAL ETF TRUST 13,279.0 $458K 0.06% NEW $34.46 +10.4%
129 SBUX STARBUCKS CORP Consumer Cyclical 5,314.0 $448K 0.06% NEW $84.21 +19.5%
130 AON AON PLC Financial Services 1,236.0 $436K 0.06% NEW $352.78 -9.9%
131 XOM EXXON MOBIL CORP Energy 3,603.0 $434K 0.06% NEW $120.34 +14.5%
132 IBDV ISHARES TR 18,204.0 $402K 0.05% NEW $22.07 -1.4%
133 NOBL PROSHARES TR 3,857.0 $401K 0.05% NEW $104.07 -47.2%
134 IBDW ISHARES TR 18,796.0 $398K 0.05% NEW $21.15 -1.7%
135 DFIS DIMENSIONAL ETF TRUST 11,951.0 $394K 0.05% NEW $32.94 +9.5%
136 RTX RTX CORPORATION Industrials 2,140.0 $392K 0.05% NEW $183.40 +1.2%
137 IAU ISHARES GOLD TR Financial Services 4,828.0 $392K 0.05% NEW $81.17 -2.3%
138 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,766.0 $386K 0.05% NEW $49.65 -28.3%
139 SCCO SOUTHERN COPPER CORP Basic Materials 2,621.0 $376K 0.05% NEW $143.47 +34.5%
140 IGV ISHARES TR 3,540.0 $374K 0.05% NEW $105.69 -15.7%
Page 7 of 11  ·  206 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 62.2%
Communication Services 11.3%
Financial Services 9.5%
Consumer Cyclical 9.1%
Healthcare 4.7%
Utilities 1.4%
Industrials 0.6%
Consumer Defensive 0.6%
Energy 0.5%
Basic Materials 0.1%