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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 7 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 6,750.0 $623K 0.06% -300.0 -4.3% $92.31 -5.9%
122 ORCL ORACLE CORP Technology 4,145.0 $610K 0.06% -100.0 -2.4% $147.13 +25.3%
123 XOM EXXON MOBIL CORP Energy 3,594.0 $610K 0.06% $169.66 -18.8%
124 EXPD EXPEDITORS INTL WASH INC Industrials 4,196.0 $601K 0.06% $143.22 +12.6%
125 VUG VANGUARD INDEX FDS 1,344.0 $587K 0.06% $436.94 -80.1%
126 VIS VANGUARD WORLD FD 1,873.0 $585K 0.06% NEW $312.29 +13.2%
127 SCHG SCHWAB STRATEGIC TR 20,008.0 $583K 0.06% +2K +9.9% $29.13 +16.4%
128 MCO MOODYS CORP Financial Services 1,335.0 $582K 0.06% -55.0 -4.0% $436.13 +3.3%
129 DFIC DIMENSIONAL ETF TRUST 15,411.0 $548K 0.06% +2K +16.1% $35.53 +7.1%
130 GLDM WORLD GOLD TR Financial Services 5,794.0 $537K 0.06% NEW $92.69 -10.0%
131 EFV ISHARES TR 7,180.0 $534K 0.06% $74.35 +3.1%
132 DISV DIMENSIONAL ETF TRUST 13,390.0 $528K 0.05% -2K -15.1% $39.44 +5.8%
133 XLC SELECT SECTOR SPDR TR 4,524.0 $501K 0.05% $110.85 -1.3%
134 NOBL PROSHARES TR 4,683.0 $496K 0.05% +826.0 +21.4% $106.01 -48.2%
135 DUHP DIMENSIONAL ETF TRUST 13,420.0 $493K 0.05% $36.76 +12.5%
136 SIXF AIM ETF PRODUCTS TRUST 15,630.0 $491K 0.05% NEW $31.41 +8.2%
137 JNK SPDR SERIES TRUST 5,065.0 $485K 0.05% +56.0 +1.1% $95.71 +0.7%
138 XLF SELECT SECTOR SPDR TR 9,809.0 $484K 0.05% +6K +134.6% $49.37 +8.5%
139 VTV VANGUARD INDEX FDS 2,432.0 $477K 0.05% $196.24 +10.3%
140 NVR NVR INC Consumer Cyclical 72.0 $474K 0.05% $6589.83 -1.5%
Page 7 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%