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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 8 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PG PROCTER & GAMBLE CO Consumer Defensive 3,282.0 $474K 0.05% -485.0 -12.9% $144.46 +4.1%
142 SHM SPDR SERIES TRUST 9,870.0 $472K 0.05% NEW $47.83 +0.2%
143 DFEM DIMENSIONAL ETF TRUST 13,180.0 $455K 0.05% -2K -14.3% $34.55 +21.9%
144 EPD ENTERPRISE PRODS PARTNERS L Energy 11,978.0 $453K 0.05% +2K +15.9% $37.84 -3.3%
145 MOAT VANECK ETF TRUST 4,666.0 $451K 0.05% $96.70 +5.6%
146 SCCO SOUTHERN COPPER CORP Basic Materials 2,559.0 $440K 0.04% -62.0 -2.4% $172.08 +12.1%
147 AMDL GRANITESHARES ETF TR 35,323.0 $431K 0.04% $12.21 +488.2%
148 RTX RTX CORPORATION Industrials 2,124.0 $410K 0.04% -16.0 -0.8% $192.94 -3.8%
149 VEA VANGUARD TAX-MANAGED FDS 6,339.0 $406K 0.04% -2K -21.0% $64.08 +12.8%
150 DFIS DIMENSIONAL ETF TRUST 11,963.0 $403K 0.04% $33.67 +7.1%
151 DFSB DIMENSIONAL ETF TRUST 7,586.0 $393K 0.04% NEW $51.74 +1.2%
152 IJR ISHARES TR 3,134.0 $390K 0.04% +1K +75.9% $124.29 +15.2%
153 NU NU HLDGS LTD Financial Services 26,770.0 $385K 0.04% -2K -5.9% $14.37 -11.6%
154 FCX FREEPORT MCMORAN INC Basic Materials 6,534.0 $384K 0.04% -469.0 -6.7% $58.78 +16.8%
155 IAU ISHARES GOLD TR Financial Services 4,288.0 $378K 0.04% -540.0 -11.2% $88.16 -10.0%
156 ETN EATON CORP PLC Industrials 1,048.0 $375K 0.04% -86.0 -7.6% $357.70 +17.9%
157 CCJ CAMECO CORP Energy 3,339.0 $363K 0.04% -90.0 -2.6% $108.61 -2.0%
158 CSCO CISCO SYS INC Technology 4,629.0 $359K 0.04% +967.0 +26.4% $77.60 +54.1%
159 VLUE ISHARES TR 2,521.0 $358K 0.04% $142.17 +40.6%
160 SFNC SIMMONS FIRST NATL CORP Financial Services 17,841.0 $347K 0.04% $19.45 +12.6%
Page 8 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%