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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 9 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AMLP ALPS ETF TR 6,546.0 $345K 0.04% NEW $52.64 -3.7%
162 SCHV SCHWAB STRATEGIC TR 11,269.0 $344K 0.04% $30.50 +13.3%
163 MCD MCDONALDS CORP Consumer Cyclical 1,087.0 $338K 0.04% +409.0 +60.3% $310.83 -10.4%
164 MARW AIM ETF PRODUCTS TRUST 9,743.0 $332K 0.03% -66K -87.2% $34.09 +5.9%
165 RY ROYAL BK CDA Financial Services 2,045.0 $331K 0.03% +45.0 +2.2% $161.78 +24.6%
166 DFSV DIMENSIONAL ETF TRUST 9,318.0 $326K 0.03% +150.0 +1.6% $35.04 +8.8%
167 LRCX LAM RESEARCH CORP Technology 1,522.0 $325K 0.03% -56.0 -3.5% $213.73 +82.0%
168 FFIV F5 INC Technology 1,108.0 $321K 0.03% NEW $289.33 +33.2%
169 IRM IRON MTN INC DEL Real Estate 3,123.0 $319K 0.03% $102.12 +25.2%
170 CRWD CROWDSTRIKE HLDGS INC Technology 797.0 $311K 0.03% +100.0 +14.3% $390.55 +75.4%
171 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,754.0 $298K 0.03% $38.42 -7.3%
172 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 9,253.0 $296K 0.03% $32.01 +1.5%
173 VGT VANGUARD WORLD FD 422.0 $295K 0.03% -33.0 -7.2% $698.52 -82.8%
174 ISRG INTUITIVE SURGICAL INC Healthcare 628.0 $289K 0.03% +255.0 +68.4% $460.90 -11.7%
175 VEU VANGUARD INTL EQUITY INDEX F 3,824.0 $287K 0.03% -78.0 -2.0% $75.10 +13.1%
176 IGV ISHARES TR 3,539.0 $283K 0.03% $80.05 +11.3%
177 IJT ISHARES TR 1,939.0 $281K 0.03% $144.69 +18.0%
178 PUT AMAZON COM INC 1,300.0 $271K 0.03% NEW $208.27
179 XLK SELECT SECTOR SPDR TR 1,970.0 $262K 0.03% +19.0 +1.0% $132.87 +44.1%
180 WFC WELLS FARGO & CO Financial Services 3,241.0 $258K 0.03% -114.0 -3.4% $79.60 +3.3%
Page 9 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%